07/13/15 – Monday Interest-ing Reads

  • The truth about the carry trade. (etf)
  • Beware: 10 Scams in China To Watch Out For (whatsonweibo)
  • Don Draper, Maverick Ad Man, Dead at 88 (mediapost)
  • More evidence that Apple ($AAPL) thoroughly dominates the smartphone market. (wsj)
  • Our deadliest problem? Not terrorism. ‘Terrorists killed nearly 18,000 people in 2013 — 1.5 per cent of those killed by traffic’ (ft)
  • You can teach yourself to be a good investor but a great investors….not so much. (awealthofcommonsense)
  • Global exchanges are wooing HFTs. (bloomberg)
  • What, if anything, does the structure of high yield credit maturities tell us? (gmo)
  • Washington is now very interested in talking about buybacks as stock market manipulation (Fox Business)
  • DFA is getting into the ETF game. (investmentnews)
  • Comcast ($CMCSK) has its own cord cutting option. (nytimes)
  • Have we reached peak ESPN? (bloombergview)
  • The differences between the two cybersecurity ETFs. (etf)
  • The Global Creativity Index 2015 (martinprosperity)
  • Taxes are often more important than fees. (pragcap)
  • The real reason Greece’s creditors keep cutting deals: The global debt math simply won’t work otherwise (Northman Trader)
  • Value investing wins the most with distressed firms. (blog.alphaarchitect)
  • Breaking down the differences in ETP structures. (blackrock)
  • What Greece gave up to get a deal. (fusion)
  • Why TV prices are declining while cable prices are increasing. (blogs.wsj)
  • What indicators best forecast the economy? (businessinsider)
  • Liveblogging the global market reaction (MoneyBeat)
  • Very few analysts are willing to publicly call out management (blogs.wsj)
  • China’s Incendiary Market Is Fanned by Borrowers and Manipulation (nytimes)
  • Letter to My Younger Self by Pete Sampras (theplayerstribune)
  • Is trading a part of your mission or distracting you from it? (traderfeed.blogspot)
  • What CEOs had to say about the economy this week. (skrisiloff.tumblr)
  • How you dress affects how you think. (pieria.co.uk)
  • What CFOs know about the equity risk premium. (rickferri)
  • Three research-validated ways of studying for a test. (scientificamerican)
  • Krugman: This looks more like a coup than a debt deal (New York Times)
  • Data regimes change. (priceactionlab)
  • Eurozone leaders reach deal on Greece (Financial Times)
  • A EU-Greece deal explainer. (washingtonpost)
  • Greece capitulates (Bloomberg)
  • Fossil fuel firms risk wasting billions by ignoring climate change, says IEA (theguardian)
  • Why Investing Is So Complicated, and How to Make It Simpler (nytimes)
  • What happens to an ETF when the underlying market is closed/locked? (ft)
  • In People’s Republic of China, Stock Margins You! (FT Alphaville)
  • Value and momentum are more correlated than you think. (dualmomentum)
  • In the investment world ‘new’ rarely means ‘improved.’ (marketwatch)
  • Will the Q2 economic data show an improvement in the US? (Real Time Economics)
  • Greece bailout agreement: the key points (Guardian)
  • One Million Miles to Go; Pluto is More Intriguing than Ever (ritholtz)
  • International evidence on the Fama-French 5-factor model. (blog.alphaarchitect)
  • Whatever happened to the BRICs? (blogs.ft)

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