07/20/15 – Monday Interest-ing Reads

  • The case for Kinder Morgan ($KMI). (sl-advisors)
  • Higher conviction buybacks occur at lower prices. (investorfieldguide)
  • What’s The Biggest Risk Right Now? (A Wealth Of Common Sense)
  • MLPs are a lot cheaper than they used to be. (online.barrons)
  • Checking in on the state of the small cap and value effects. (capitalspectator)
  • Why you shouldn’t take investment advice from the Fed Chair. (dashofinsight)
  • A Chinese stock bubble need not take down the rest of the world. (brooklyninvestor.blogspot)
  • Brian Gilmartin makes the bull case for the S&P 500 from here (Fundamentalis)
  • Morgan Stanley delivers a blowout quarter (Bloomberg)
  • A look at Dick Fuld’s new firm, Matrix Advisors (Institutional Investor)
  • I have some quotes in this story on Carl Icahn’s junk bond ETF remarks (USA Today)
  • Gold plunges to its lowest levels since 2010. Don’t worry, the dividend yield goes up. (Bloomberg)
  • Beijing is becoming the center of a megacity that will be the size of Kansas with six times the population of NYC (New York Times)
  • How leverage and costs affect CEF valuations. (hvst)
  • How media dissemination affects the role of insider trades. (papers.ssrn)
  • Is the O’Shares FTSE US Quality Dividend ETF ($OUSA) worth a second look? (fmdcapital)
  • The return to the liquidity premium seems to be declining over time. (etf)
  • PC sales are continuing to decline. (blogs.wsj)
  • A deep dive into the world of woman-run hedge funds. (valuewalk)
  • Barclays is about to layoff 1 in 4 employees (Bloomberg)
  • We know the iPhone dominates smartphone profits, but what about the Mac/iPad? (asymco)
  • The first half of 2015 again brought hedge funds little in the way of relief from their historically poor performance. (ETF.com)
  • Ed Yardeni: Productivity is not as weak as you think (Dr. Ed’s Blog)
  • Is momentum effect played out? (priceactionlab)
  • Investment tips are easy, knowledge is hard. (alephblog)
  • How institutional investors make manager decisions. (papers.ssrn)
  • A succinct summary of the week’s events. (ritholtz)
  • Who actually buys Apple’s ($AAPL) iPods? (birchtree.me)
  • Dodd-Frank turns five years old. No one is especially proud of it. (Real Time Economics)
  • Day-of-the-week effects are pretty weak in the stock market. (priceactionlab)
  • Mike Piper, “In short, knowing that a market decline is coming isn’t especially useful unless you know when it is coming — and even the experts get that wrong on a regular basis.” (obliviousinvestor)
  • Cybercriminals threaten to release personal information about all of Ashley Madison’s users if they don’t shut down the site (Daily Mail)
  • Can mindfulness made up ineffective? (magazine.good.is)
  • How purposeful are you in living your life? (traderfeed.blogspot)
  • China wasn’t exactly hoarding as much gold as the bugs wanted to believe they were (Wall Street Journal)
  • The economic schedule for the coming week. (calculatedriskblog)
  • There’s no such thing as free, even unfettered market access has a cost (TRB)
  • There is little evidence that active managers can time the market. (cxoadvisory)
  • Seth Godin, “Do work you can believe in.” (sethgodin.typepad)
  • What CEOs said about the economy this week. (skrisiloff.tumblr)

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