06/29/15 – Monday Interest-ing Reads

  • On the tyranny of fitness trackers. (ft)
  • A backtesting cautionary tale. (scottsinvestments)
  • The U.S. computer industry is dying and I’ll tell you exactly who is killing it and why (cringely)
  • Brett Steenbarger, “The idiot trader has no sense of process. It’s all seat of the pants and randomness.” (traderfeed.blogspot)
  • Oh, Snap! The Wit, Wisdom, and Unapologetic Vitriol of Carl Icahn (bloomberg)
  • How Social Finance became a big student loan provider. (qz)
  • Greece invented finance…and the financial crisis. (thereformedbroker)
  • Has the rise of bond ETFs masked a bigger illiquidity problem? (ftalphaville.ft)
  • A beginner’s guide to time-series analysis. (quantstart)
  • Why are the returns on dividend strips so high? (papers.ssrn)
  • The mutual fund marketplace is broken. (investmentnews)
  • Why do so many investors persist in trying to beat the market? (awealthofcommonsense)
  • Good luck predicting what Greek voters will do. (bloombergview)
  • Mark Suster’s favorite products/services. (bothsidesofthetable)
  • The real fear isn’t about Greece. (pragcap)
  • The trouble with big macro bets. (ritholtz)
  • Online lenders are popping up in new verticals. (wsj)
  • Breaking down the components of ROE over time. (investorfieldguide)
  • President Obama made one of history’s greatest stock market calls in March 2009 (businessinsider)
  • Clearing up some misconceptions about MPT. (cssanalytics.wordpress)
  • The S&P 500 is working its way towards oversold. (shortsideoflong)
  • How equity markets react to crises. (disciplinedinvesting.blogspot)
  • Barack Obama is officially one of the most consequential presidents in American history (vox)
  • Why so much of professional investing is “socially useless activity.” (blog.alphaarchitect)
  • A Grexit reading round-up. (ftalphaville.ft)
  • The five phases of an investment idea. (thealephblog.tumblr)
  • Greece: It’s Time (And It’s Going To Be Okay) (markdow.tumblr)
  • Should we expect active managers to outperform emerging market indices? (etf)
  • ‘You’ve Got a Hit’: How a James Taylor Album Finally Reached Number 1 — The collapse of the music industry has enabled first-time No. 1 records by a slew of unlikely artists, from Tom Petty to Weird Al to Tony Bennett. (theatlantic)
  • Lunch with the FT: Thomas Piketty (ft)
  • An Apple ($AAPL) Music FAQ. (imore)
  • Face It, Your Brain Is a Computer (nytimes)
  • Ten spinoffs are occurring over the next two weeks. (stockspinoffs)

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