06/22/15 – Monday Interest-ing Reads

  • How to sort on high dividend stocks. (blog.alphaarchitect)
  • In the Footsteps of Popes Seeking Worldly Change (nytimes)
  • Good luck trying to make a career or calling market tops and bottoms. (theirrelevantinvestor.tumblr)
  • The S&P 500 Low Volatility ETF ($SPLV) holds almost no utilities. (etf)
  • Hedge funds hate silver. (shortsideoflong)
  • Ben Bernanke in defense of Alexander Hamilton. (brookings.edu)
  • Skilled managers exist…good luck trying to access it. (blog.alphaarchitect)
  • Oh DSK, you mischievous little scamp, you! (Bloomberg)
  • Are quants the new systemic risk? (thereformedbroker)
  • Housel: Probability Beats Predictions (fool)
  • White Supremacist Linked to Dylann Roof Donated to GOP 2016 Candidates (New York Magazine)
  • A great primer on buybacks and the use of shareholder yield. (investorfieldguide)
  • U.S. Is Land of the Full-Time Job (bloombergview)
  • Publicly traded PE firms are at a bit of a crossroads. (ft)
  • The PureFunds ISE Cyber Security ETF ($HACK) has garnered in excess of $1 billion in AUM. (marketwatch)
  • Why the tech industry needs more IPOs. (ft)
  • The Chicago Fed National Activity Index showed below average growth in May. (calculatedriskblog)
  • Apple Says It Will Pay For Free Streams, After All (recode)
  • The housing market, any way you look at it, can’t lose (marketwatch)
  • There doesn’t seem to be much of a wealth effect in China. (wsj)
  • How credit constraints affect stock market participation. (papers.ssrn)
  • The longer-term effects of hedge fund activism. (papers.ssrn)
  • The market is even more expensive when you put back in all the non-GAAP expenses (Business Insider)
  • Money is ebbing out of fixed income funds. (businessinsider)
  • Navigating stock price crashes. (papers.ssrn)
  • Pixar’s Mood Master: Can Pete Docter’s new movie change the way viewers think about their emotions? (theatlantic)
  • “The problem is the euro leaving Greece, not Greece leaving the euro.” – Credit Suisse (MoneyBeat)
  • To Apple, Love Taylor (taylorswift.tumblr)
  • Economic policy wonks are agreeing more and more. (bloombergview)
  • Alternative asset mutual funds are seeing a slowdown in inflows. (bloomberg)
  • I’m proud to have been included in the 2015 40 Under 40 list (Investment News)
  • How marijuana prices vary across the country. (washingtonpost)
  • Surging investment by Chinese companies in U.S. research labs is yielding a fast-growing trove of patents (Reuters)
  • McCulley:EscapeFandango​ (pimco)
  • LOL – European Stocks, Bonds Rally on Hopes of Greece Deal (Wall Street Journal)
  • Behind the Scenes With the Pope’s Secret Science Committee (bloomberg)
  • Overtime Pay Push Sets White House, Businesses at Odds (wsj)
  • Does trend following work with global REITs. (papers.ssrn)
  • How much cash is too much for Apple ($AAPL)? (aboveavalon)
  • Active managers are taking on more risk. (thereformedbroker)
  • How to use social media to measure market fear. (stocktwits.tumblr)
  • The economic expansion is quite long-lived. (blog.yardeni)
  • It is hard not to be awed by the run in biotech stocks. (wsj)
  • There are now a record number of hedge funds worldwide. (reuters)
  • June options expiration week does not have a good track record. (quantifiableedges)
  • World view: incredible images of the Earth from above.Stunning, surprising and intriguing photographs of the Earth from the skies (theguardian)
  • Dedicated short selling funds are a dying breed. (ftalphaville.ft)
  • After an Era of Ups and Downs, Home Prices Return to Sanity (nytimes)
  • There is a box car shortage. (wsj)
  • “Sometime in the last two years China’s upper middle class seems to have collectively decided that it’s okay to spend less time working and more time enjoying life.” (Beyond Proxy)
  • Recycling is becoming less profitable in America. (marginalrevolution)
  • US investors see the Greece thing as a political crisis, not a market crisis (Indexology)

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