07/27/15 – Monday Interest-ing Reads

  • Other commodities are going worse than gold. (macro-man.blogspot)
  • Charles Schwab ($SCHW) is aggressively building out its branch network. (riabiz)
  • Can you use real earnings yields to time the market? (blog.alphaarchitect)
  • Chinese’s government’s massive stock stimulus is having the opposite effect (Quartz)
  • Five lessons from a change in trading plans. (traderfeed.blogspot)
  • China’s market plunge – by the numbers (Wall Street Journal)
  • Citigroup ($C) and Bank of America ($BAC) have not traded above book value for years. (wsj)
  • Chinese stocks dive 8.5% – their worst single day sell-off since 2007 (Reuters)
  • Does increased ETF ownership make the market for the underlying securities less efficient? (papers.ssrn)
  • Why gold will never be a long term winner. (servowealth)
  • Raise the gas tax already. (newyorker)
  • What CEOs said on earnings calls this week. (skrisiloff.tumblr)
  • Stock market internals are looking ugly. (thereformedbroker)
  • What does the sale of the FT say about the valuation of the New York Times ($NYT). (mondaynote)
  • Active managers are skilled. (papers.ssrn)
  • Don’t feel too bad for the goldbugs. (washingtonpost)
  • Headlines are screaming about the death of gold. (pragcap)
  • More Fees Propel Airlines’ Profits, and Embitter Travelers (New York Times)
  • There is still no sign of a recession on the horizon. (dashofinsight)
  • Five types of stories that make us dumber investors. (marketwatch)
  • Farhad Manjoo explains the Apple new product rollout strategy (New York Times)
  • Housing markets can get out of whack because you can’t short an overpriced house. (nytimes)
  • Should we use absolute or relative valuation measures? (researchaffiliates)
  • Just how much slack is there left in the labor market? (econbrowser)
  • The fight against annual performance reviews is growing. (newyorker)
  • Why are night-time returns higher? (papers.ssrn)
  • Goldman Sachs ($GS) is crushing it to get tech IPOs. (businessinsider)
  • These cities that have seen a marked decrease in commercial flights. (wsj)
  • South Korean exports are trending negative. (shortsideoflong)
  • The commodity bear market is pretty unrelenting. (wsj)
  • “The fastest and surest way make money these days is by getting your hands on other people’s money — and then putting it to work for you.” (MarketWatch)
  • Why you should simply “forget the news.” (stockcharts)
  • How to build more effective factor portfolios. (papers.ssrn)
  • The networks are getting in bed with daily fantasy sports. (wsj)
  • Introverts have a champion in Susan Cain author of “Quiet.”* (mobile.nytimes)
  • How Citadel has affected the hedge fund scene in Chicago. (chicagobusiness)
  • The economic schedule for the coming week. (calculatedriskblog)
  • How dividend-focused ETFs became too popular. (etf)
  • Let’s end corporate welfare while we are at it. (pointsandfigures)
  • Are you a strategic thinker or victim? (blog.dilbert)
  • Why you should consider multiple time frames for your ETF rotational strategy. (alvarezquanttrading)
  • Larry Swedroe: Don’t believe the “dividend-focused” hype (ETF.com)
  • Be on alert for continued weakness in the high yield bond market. (fmdcapital)
  • Should we be worried that the biggest asset managers own wide swaths of many industries? (wsj)
  • Should innovators make more or less from their ideas? (timharford)
  • “Janet Yellen is turning out to be not so dovish as many people expected” (MarketWatch)
  • A succinct summary of the Week’s economic events. (ritholtz)
  • How much all the popular restaurant stocks earned this quarter – good roundup (Business Insider)
  • Monetary drivers of bond and equity risks. (papers.ssrn)
  • Taking the under on the whole “gig economy” conceit (Wall Street Journal)
  • Are China’s economic problems worse than they are letting on? (econospeak.blogspot)
  • Why are MLPs underperforming? (blogs.barrons)
  • The real reason Amazon is bigger than Wal-Mart now, LOL (The Chive)
  • Six stocks have been driving the Nasdaq year-to-date. (wsj)
  • There is little good news on the horizon for US energy markets. (soberlook)
  • The case for Berkshire Hathaway ($BRKB) stock. (online.barrons)
  • Three measures that show weakening market breadth. (ivanhoff)
  • Moving average models are dumb. (priceactionlab)
  • So-called macro tourists have to get so many things right. (ritholtz)
  • Paul Tudor Jones gets the Tren Griffin treatment and its amazing (25iq)
  • What corporate execs can learn from chefs. (ft)
  • Why Apple ($AAPL) needs a full redesign of iTunes. (daringfireball)

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