06/13/17 – Tuesday’s Interest-ing Reads

  • Infrastructure Isn’t Crumbling, Nor Will More Of It ‘Create Jobs’ (anindependentmind)
  • Noise traders prefer low priced stocks. (papers.ssrn)
  • Overzealous Money Laundering Rules Hurt Innocent (washingtontimes)
  • How the Fed Can Get Back to Normal Monetary Policy (bloomberg)
  • 5 Charts Show Seismic Shifts Happening in Energy (bloomberg)
  • Foreign Bullying of American Innovators Must Stop (washingtontimes)
  • Why high-cost money managers aren’t worried about the passive investing boom (finance.yahoo)
  • Get Serious, and Stop Pretending You’re Not Rich (nytimes)
  • Impact of Monetary & Regulatory Policy on Main Street Banking (realclear)
  • Does the 4% retirement withdrawal rate work outside the US? (portfoliocharts)
  • Why Expansions Die (ft)
  • What Apple showed at WWDC expands computing in new ways (recode)
  • Here’s the Email I Sent to the Employees At Yahoo (tumblr)
  • The Reasons Why Market Lambs Should Fear a Slaughter (realclearmarkets)
  • One Way to Think About Low-Income Housing (nationalreview)
  • Why the Age of the Skyscraper In China Is Coming To an End (bloomberg)
  • Philip Roth Showed Newark, NJ at Its Best and Worst (city-journal)
  • Secrets That the Waldorf-Astoria’s ‘Detectives’ Once Kept (slate)
  •  To err is human; so is the failure to admit it (economist)
  • Implied Is Detached from Imagined, 2000 Style (hussmanfunds)
  • The Fed Needs A New Theory (econlib)
  • The Snowballing Power of the VIX, Wall Street’s Fear Index (wsj)
  • An explanation for the asset growth anomaly. (papers.ssrn)
  • Secular Stagnation Is A Choice (creditwritedowns)
  • A Few Big Stocks Don’t Tell the Whole Market Story (bloomberg)
  •  Just Five Stocks Account for Nearly 75 Percent of the Nasdaq’s Plunge (bloomberg)
  • Are the FANG Stocks Really Dead? (barrons)
  • To Fight Warming, End Private Flight to Climate Confabs (usatoday)
  •  SNAFU: Situation Normal, All FANG-ed Up (aqr)
  • When international diversification doesn’t make sense. (blog.alphaarchitect)
  • Are Public Pensions Becoming a Thing of the Past? (cnn)
  • The Fed’s Big Mistake: Rate Hikes Hurt US Workers (thefiscaltimes)
  • Uber: A Timeline of the Company’s Growing List of Problems (longreads)
  • No, you’re not entitled to your opinion (theconversation)
  • Return factors, as constructed, are not beta-neutral. (blog.thinknewfound)
  • A test of “Classical Asset Allocation” strategy from the paper "Momentum and Markowitz: A Golden Combination" shows great promise. (allocatesmartly)
  • Inside Walt Mossberg’s gadget museum (theverge)
  • How factor diversification can help reduce drawdowns. (blog.alphaarchitect)
  • Growing Employer Abuse of the Non-Compete Clause (realclearmarkets)
  • Financial Markets Are ‘Increasingly at Risk’ (janushenderson)
  • Merger Numbers Belie Expressed CEO Optimism (nytimes)
  • How Steph Curry Deals with Making Millions Less Than Others (cnbc)
  • The Times Is Wrong, Pittsburgh Should Genuflect Before Uber (realclearmarkets)
  • Some Indicators That Markets Are Very Overvalued (mauldineconomics)
  • Why College Grads Should Consider Ditching the Office Jobs (fortune)
  • How Russia Targets the U.S. Military (politi.co)
  • Return factors are not a free lunch. How to assess their risk under realistic assumptions. (blog.thinknewfound)
  • The case for the value premium remains strong. (etf)
  • Don’t Foist Kansas Tax Cuts on Rest of the U.S. (usatoday)
  • Only 2 Other Times Ever When Stocks Were More Expensive (marketwatch)
  • Can you combine factor and sector strategies? (quantpedia)
  • How activists actually influence company decisions. (papers.ssrn)
  • Cautionary CEO Tale Emerges from the Fall of Jeffrey Immelt (nysun)
  • Why are managers unable to capture, in real-time, returns from the major factors? (dualmomentum)
  • Why Extreme Market Predictions Provide No Value (yahoo)
  • Will Fed Reduce Balance Sheet? What Bondholders Should Know (schwab)
  • You Smart Enough to Spot Coming Stock Market Crash? (marketwatch)

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