08/03/15 – Monday Interest-ing Reads

  • There is startup community absent young people. (feld)
  • Is days-to-cover a better measure than the short-interest ratio? (blog.alphaarchitect)
  • Major oil producers are not cutting back production…yet. (ftalphaville.ft)
  • Gold investors contemplate suicide (Wall Street Journal)
  • How one Millennial manages his finance using smartphone apps. (sachinrekhi)
  • Sizing up the size premium. (gersteinfisher)
  • The July ISM Manufacturing report stayed in expansion zone. (calculatedriskblog)
  • Why “the olds” want to continue working. (thereformedbroker)
  • Is there a difference between momentum and moving average systems? (blog.thinknewfound)
  • The economy is coming back from a financial crisis not a run of the mill recession. (bloombergview)
  • How gold bears can put their money where their mouths are. (marketwatch)
  • Twitter has a billion inactive accounts – will they ever come back to life? (Business Insider)
  • Inside the failure of Google+, a very expensive attempt to unseat Facebook (Mashable)
  • Building a better four-factor model. (papers.ssrn)
  • The Athens stock market reopens for the first time in 5 weeks. Contrarian tough guys: step up and be somebody! (MoneyBeat)
  • The guy who’s in charge of rescuing the Chinese stock market was a margin account cheerleader six months ago. (Bloomberg)
  • An example of a poorly designed and managed MLP closed-end fund. (sl-advisors)
  • When Jim Grant doesn’t have a clue what’s going on in gold, nobody does. (MarketWatch)
  • Why it sucks to be a Millennial in today’s economy. (nytimes)
  • Ed Yardeni on GDP: Sorry, no recession here (Dr. Ed’s Blog)
  • Why you need to have concentrated portfolios to beat the market. (blog.alphaarchitect)
  • Financial firms are using spy software to find fraud and rogue traders. (wsj)
  • Dan Loeb’s new buys & Q2 letter (Market Folly)
  • The secular (demand) argument for lower gold prices. (ft)
  • The ETF price war is in full swing in the UK. (ft)
  • China’s Dilemma: Is it 1987 or 1929? (Guggenheim Partners)
  • Three charts that help explain the macro picture. (traderfeed.blogspot)
  • How economics changes in a more abundant age. (bloombergview)
  • Are too many ETFs being launched? (etftrends)
  • Gold bulls are few and far between. (thereformedbroker)
  • Why the end of sideways trading may be at hand – for better or worse (Fat Pitch)
  • Commodity Rout Spurs Worst Resource Currency Meltdown in 7 Years (Bloomberg)
  • The return of stockpicking legend Bill Miller (Bloomberg)
  • $GREK as an argument for ETFs as a price discovery vehicle. (etf)
  • Hotels are killing it in 2015. (calculatedriskblog)
  • Oil prices are plunging again. (blogs.wsj)
  • The case that emerging markets have already had their down move. (markdow.tumblr)
  • Can investors hedge against momentum crashes? (quantsportal)
  • Chinese stock market authorities find a scapegoat: Citadel (New York Times)
  • Can we find value and momentum effects in sports betting markets? (papers.ssrn)
  • On the relationship between volatility and illiquidity. (papers.ssrn)
  • What major asset classes did in July 2015. (capitalspectator)
  • JC Parets: How I think about opportunity cost (All Star Charts)
  • Ritholtz tees off on the prophets of doom (Washington Post)

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