06/06/17 – Tuesday’s Interest-ing Reads

  • Don’t bother with research trying to correlate Presidential cycles with market returns. (researchaffiliates)
  • A Random Walk Through Emerging Markets (blogspot)
  • How to assess ‘fake alpha.’ (papers.ssrn)
  • More evidence that investors view capital gains and dividends as distinct things. (blog.alphaarchitect)
  • 68% of Young People Expect Inheritance, 40% of Parents Will Leave One (cnbc)
  • On the importance of having a hypothesis when testing data. (cuemacro)
  • This Chart Spells Out Just How Many Jobs Will Be Lost to Robots (marketwatch)
  • What we learn when we conduct factor research OUTSIDE the US market. (blog.alphaarchitect)
  • How to Give Retirement Accounts an Annual Check-Up (usatoday)
  • Gold Rush: Why the Yellow Metal Is Soaring Again (cnn)
  • "The glut of investment products is perhaps best represented by the nearly 77,000 mutual funds available to the public" (Enterprising Investor)
  • The Father of the Android Phone Is Back with the Anti-iPhone (wired)
  • Why Mutual Fund’s ‘Peak’ Performance Matters (wsj)
  • Why do accruals predict earnings? (papers.ssrn)
  • A Nostalgic Look at Life After Pax Americana (project-syndicate)
  • At $75,560, housing a prisoner in California now costs more than a year at Harvard (Los Angeles Times)
  • EpiPen Is Cheap, Despite New York Times’ Complaints (realclearmarkets)
  • Curious About the iPhone 8? Here’s Whats’s On the Way (usatoday)
  • GM Speeds Away from David Einhorn Toward Nastier Traffic (reuters)
  • The Riddle of the Wall Street Brain Drain (bloomberg)
  • Apple Bets That You’ll Adopt These 3 Tech Habits (marketwatch)
  • Housing Is Shamefully Segregated. Who Segregated It? (slate)
  • Brown Wants CA to Borrow from Itself: Good Idea (latimes)
  • On the relationship between information and volatility. (bloomberg)
  • How the signals you use should affect your rebalancing strategy. (blog.thinknewfound)
  • ‘Trade Deficit’: Defective Language, Deficient Thinking (econlib)
  • Why Elites Hate: The liberal contempt for middle America (Wall Street Journal)
  • The Gig Economy Is Not An Innovation (ft)
  • Unprecedented Uncertainty! Or Maybe Not? (schwab)
  • Apple Needs to Reinvent Itself. It Just Might Be Doing So.&#xA0 (nytimes)
  • The 50 Best TV Theme Songs of All Time (pastemagazine)
  • Avoid HARKing your data. (mrzepczynski.blogspot)
  • NoahLogic (blogspot)
  • Americans Face $13 Trillion Consumer Debt Hangover (bloomberg)
  • The Courts Still Say No One Knows What Causes Segregation. A New Book Argues That’s Absurd. (slate)
  • Finance blogger wisdom: confident statements (abnormalreturns)
  • Best Habits of Highly Successful Investors (barrons)
  • Low Volatility and Stock-Market Risk (ciovaccocapital)
  • Sports betting is the new frontier for quant. (businessinsider)
  •  The World’s $100 Trillion Question: Why Is Inflation So Low? (bloomberg)
  • The Fed’s Leadership Is Best Left to the Economists (bloomberg)
  • South Africa Has Second Recession in Eight Years (Bloomberg)
  • Was Industry Pro or Con Paris Deal? (fee)
  • The iPad Is Now Basically Apple’s Cheapest MacBook Laptop (qz)
  • Adults in Wealthy Nations Don’t Expect Their Kids Will Earn More (Bloomberg)
  • Business Chafes at Regulatory Uncertainty (nakedcapitalism)
  • Don’t give up on momentum investing. (wsj)
  • William Sharpe is Tackling the Thorniest Problem in Finance&#xA0 (bloomberg)
  • These Unhealthy Habits Could Destroy Your Retirement Plans (cnbc)
  • Economies Aren’t Living, Breathing Blobs, They’re Just People (realclearmarkets)
  •  WWDC 2017: Everything important Apple announced at its big event (recode)
  • How concrete (or vague) CEO/CFOs are on conference calls affect stock prices. (papers.ssrn)
  • Signs of Something, Just Not Wage Acceleration (alhambrapartners)
  • Blowoff Finale of 3rd Speculative Mania Since 2000 (hussmanfunds)
  • Are ‘mononationals’ the cure to high global market correlations? (blogs.wsj)
  • You Can’t Give Away a House In Greenwich, CT (institutionalinvestor)
  • With Air Traffic Control, the U.S. Tries to Catch Up to Canada, Europe (investors)
  • With a Billion to Give Away, Here’s What I Would Do (nytimes)
  • How To Lose Money With Factors (ETF Trends)
  • Having Water in the Desert: A Lesson From Warren Buffett on the Power of Liquidity (Of Dollars and Data)
  • The Real ‘Deniers’ Are the Global Warming Hysterics (washingtontimes)
  • Top-Secret NSA Report Details Russian Hacking Effort Days Before 2016 Election (theintercept)
  • The decision tree for the active-passive decision. (mrzepczynski.blogspot)

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