07/06/15 – Monday Interest-ing Reads

  • The economic schedule for the coming week. (calculatedriskblog)
  • How ‘vision’ messed up Europe (ft)
  • Traders’ hormones may destabilize financial markets (sciencedaily)
  • Why don’t all the big carriers allow for wi-fi calling? (avc)
  • Apple ($AAPL) Music makes it easy to find a song, hard to network. (nytimes)
  • U.S. Earnings Season: Low Bar, High Hopes (wsj)
  • The sad story of a stock market plunger. (stockcharts)
  • Some signs businesses are spending again. (blog.yardeni)
  • Europe needs a better plan to deal with future Greeces. (pragcap)
  • David Einhorn and Dan Loeb own a majority of Green Brick Partners ($GRBK). (marketfolly)
  • Don’t write off the IPO just yet. (howardlindzon)
  • What role optimization, despite all its flaws, has in analyzing portfolio weights. (capitalspectator)
  • Should the best and brightest go into finance? (priceonomics)
  • Streaming services need to simplify. (recode)
  • The implications of closing the CME ($CME) trading pits. (managed-futures-blog.attaincapital)
  • Why value investing goes through periods of underperformance. (blog.alphaarchitect)
  • Construction spending is robust. (blogs.wsj)
  • Why bonds and bond alternatives are a risky bet. (dashofinsight)
  • Don’t Let The Disappointing June Jobs Report Distract From The Long-Term Trend (fivethirtyeight)
  • The ten best new apps of 2015…so far. (pastemagazine)
  • Mike Harris: There is Now a Good Excuse for a Correction (Price Action Lab)
  • Raging Bull Markets: How Young Men’s Hormones Unsettle Finance (bloomberg)
  • Advisors rue the rise of opaque ETFs (etf)
  • Why you need to be a patient investor to buy into coal and/or uranium. (institutionalinvestor)
  • Mohamed el-Erian: 10 consequences of Greece’s “No” vote (Bloomberg View)
  • 15 problems with real-life portfolios. (awealthofcommonsense)
  • The way we reacted to last week’s jobs report tells you a lot about the madness of financial social media (A Wealth Of Common Sense)
  • Chinese officials are sick and tired of the market going down. (wsj)
  • Big banks are finally waking up to the threat from fintech startups. (wsj)
  • Wall Street strategists are still skeptical about stocks. (ritholtz)
  • Why health insurers continue to merge. (nytimes)
  • Debt relief circa 1953. (blogs.wsj)
  • How Iceland turned things around. (nytimes)
  • Fidelity is the leading investor in big, private investment rounds. (mattermark)
  • Three necessary but not sufficient traits of successful traders. (traderfeed.blogspot)
  • Thomas Piketty: “Germany has never repaid.” (medium)
  • A review of the factor investing landscape. (papers.ssrn)
  • More evidence that higher levels of testosterone increase riskier trading. (bbc)
  • Five things investors should know, but don’t. (business.financialpost)
  • Europeans tried to block IMF debt report on Greece (reuters)
  • Human curation is back. (mondaynote)
  • Why Greece voted no. (bloombergview)
  • Chinese equity speculators get their asses handed to them (Wall Street Journal)
  • Why property taxes are a mainstay. (nytimes)
  • Why reputation is one of the key factors in whether or not a VC fund can make money for its investors (ETF.com)
  • Greece’s “No” vote – the Strafor analysis (MarketWatch)
  • On the explosion of so-called return factors. (researchaffiliates)
  • Investors need to be optimistic…up and to a point. (fool)
  • The SEC wants to know more about how private tech shares are being sold (Wall Street Journal)
  • Some research into defining bull and bear markets. (papers.ssrn)
  • Steve Randy Waldman, “Greece should see its debts forgiven, pretty much wholesale.” (interfluidity)
  • China is big. Greece is small. (marginalrevolution)
  • Why shopping catalogs just won’t die. (thedailybeast)
  • Fed funds are literally in uncharted territory. (awealthofcommonsense)
  • China’s Market Rout Is a Double Threat (nytimes)
  • Greece is solvent but illiquid. (voxeu)
  • Chinese authorities think short sellers were in part to blame for the market plunge. (ftalphaville.ft)
  • How companies really get valued. (medium)
  • When a mutual fund is better than an ETF. (etf)
  • El Niño fears are driving ag prices. (wsj)
  • How the ECB could combat contagion. (blog.abglobal)
  • MLPs are beginning to look attractive again. (sl-advisors)
  • Kraft Heinz ($KHC) is now a thing. (blogs.wsj)
  • Why Beats 1 is the new iPod. (aboveavalon)
  • Uber should tell you where to get picked up. (techcrunch)
  • Did Greece just kill itself or save itself? (TRB)
  • At what age cognitive decline really begins to affect investing decision making. (psyfitec)
  • Does Amazon ($AMZN) have a Jet.com problem? (recode)
  • Why gold isn’t catching a bid. (ftalphaville.ft)
  • Everybody is parsing Twitter ($TWTR) and StockTwits streams for signals. (wsj)
  • A look at the performance of the All Seasons portfolio. (canadiancouchpotato)

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