06/15/15 – Monday Interest-ing Reads

  • Why trading $VIX-related products is so challenging. (statisticalideas.blogspot)
  • Ten years in how did the boom in commodity futures investing pay off? (papers.ssrn)
  • How to best use Twitter ($TWTR): expose yourself to different ideas. (ft)
  • Talks between Greece and its creditors collapse over the weekend, Wall Street weighs in: (MoneyBeat)
  • Barry dusts off a throwback gem from Warren Buffett on stock prices (Ritholtz)
  • Robots have invaded the once cozy world of peer-to-peer lending. (buzzfeed)
  • Just how robust is the profitability factor? (blog.alphaarchitect)
  • Why issue sell-ratings if you don’t have to? (bloombergview)
  • The case for risk parity strategies as a diversifier. (aqr)
  • Hauling Finance Out of the ’50s into the 21st century. (ai-cio)
  • Lessons from market extremes. (investorfieldguide)
  • Take a hint from Calpers, streamline your portfolio. (wsj)
  • Why the New York Times ($NYT) should buy Bloomberg. (fusion)
  • Smart investors read…a lot. (theirrelevantinvestor.tumblr)
  • Like it or not more smart beta ETFs are coming. (wsj)
  • BofA: Worry more about the Fed doing another stimulus. (Bloomberg)
  • Risk is all about uncertainty. (maliceforall)
  • Apple ($AAPL) Music is a muddled mess. (stratechery)
  • Bond trading isn’t down across the board. (wsj)
  • Are stop-loss rules worthwhile for momentum investors? (dualmomentum)
  • The relationship between TIPS, treasuries and inflation. (econompicdata.blogspot.es)
  • Higher minimum wages are the new normal. (m.strategy-business)
  • Horizons: Markets Are Jittery as Fed Gears Up to Increase Rates (wsj)
  • 4 ways to face your investing fears (marketwatch)
  • What is taking social finance so long? (howardlindzon)
  • Magna Carta, Still Posing a Challenge at 800 (nytimes)
  • On the fine line between reading the news and overreacting to it. (alphabaskets)
  • “Things that are going up in value almost always appear to be overpriced.” (Seth Godin)
  • On the use of the profitability factor in practice. (etf)
  • 215 Years of Global Multi-Asset Momentum: 1800-2014 (papers.ssrn)
  • China’s Stock Market Value Tops $10 Trillion for First Time (Bloomberg)
  • Another milestone in the death of futures trading pits. (ft)
  • How do private equity investments perform relative to public equity? (papers.ssrn)
  • The average American woman now weighs as much as the average 1960s man (Washington Post)
  • Why being a go-getter at work is no fun. (theatlantic)
  • How companies can help introverts succeed. (blogs.wsj)
  • Don’t Fear Fed’s Rates ‘Liftoff’ (wsj)
  • Twitter ($TWTR) needs to enhance its network effects. (applico.tumblr)
  • Does dual momentum work for non-US investors? (dualmomentum)
  • Billionaire Bunkers: Exclusive Look Inside the World’s Largest Planned Doomsday Escape (forbes)
  • CFO Anthony Noto is the last man standing at Twitter ($TWTR). (wsj)
  • Life with Tesla Model S: Local supercharger joys & frustrations (venturebeat)
  • The use of Twitter ($TWTR) by investment professionals has stalled. (thestreet)
  • Why do family-controlled companies seem to outperform? (wisburg)
  • Liquidity crises are self-fulfilling events. (thereformedbroker)
  • Is soda the new cigarettes? (fool)
  • Gilded Age of Art Draws Billionaires to $3.4 Billion Basel Fair (bloomberg)
  • Why Germans pay cash for almost everything. (qz)
  • A primer on how to use bond funds in a portfolio. (betterment)
  • The hedge fund business in China is booming. (ft)
  • Why you should avoid purchasing a trading system. (priceactionlab)
  • Why ‘Buy’ Buttons Will Pose Big Challenges for Google, Facebook, Pinterest and Twitter (recode)
  • The Grecian Shitshow, now in its glorious fifth year! Here’s a timeline in what’s coming next (Bloomberg)
  • Be careful what you call data mining. (aqr)
  • Less Is More: What Small Investors Can Learn From a Pension Giant (blogs.wsj)
  • Historically, Fed rate hikes do not trigger a market panic (BloombergView)
  • Deep thoughts about buybacks from Matt Levine (BloombergView)
  • Deep value investing is having a hard time of late. (blog.alphaarchitect)
  • “Maybe it is the ability to endure feeling like an idiot for a long time that distinguishes the world’s best investors.” (Investors Field Guide)
  • Industrial production falls again. (crossingwallstreet)
  • For market-timing advisers, luck is as important as skill (MarketWatch)
  • Wall Street Cop Ben Lawsky: ‘That Was What Surprised Me, the Obviousness of It’ (nymag)
  • Should Apple ($AAPL) kill off the Mac? (wsj)
  • Look up “chutzpah” in the dictionary and you’ll find this: (Investment News)
  • IPO underpricing is a global phenomenon. (papers.ssrn)
  • Cullen Roche, “Index funds and active management are one and the same.” (marketwatch)
  • How to design your portfolio taking into account our many foibles. (jimoshaughnessy.tumblr)
  • All the Clean-Energy Successes That Came Out of the Program Mostly Known for the Solyndra Flop (slate)
  • Tax efficient retirement buckets using Vanguard funds. (news.morningstar)
  • Why you should care less about work. (ft)

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