08/10/15 – Monday Interest-ing Reads

  • The original “gig economy” was a Jazz Age thing (Wall Street Journal)
  • Income Hunters: Where to Invest When Rates Rise (online.barrons)
  • Activist investors are able to make hay because big mutual fund holders back their plans. (wsj)
  • Norway’s big pension fund is getting more active. (ft)
  • The problem with Twitter ($TWTR), the service. (pointsandfigures)
  • Nice to see Tren Griffin in the spotlight for his new book on Charlie Munger (Wall Street Journal)
  • How much iPhone growth is driven by switchers? (asymco)
  • Is momentum misunderstood? (theirrelevantinvestor.wordpress)
  • Cannabis: Silicon Valley’s hot new sector (ft)
  • Hillary is a passive indexer and only buys one fund (MarketWatch)
  • How $50 oil is putting the hurt on Norway’s economy. (bloomberg)
  • DIY trading algorithms: proceed at your own risk. (wsj)
  • Hedge funds are once again loading up on the US dollar. (shortsideoflong)
  • Is there a January effect in international markets? (blog.factorwave)
  • China is dumping its Treasury bonds but no one seems to care (Bloomberg)
  • Facebook ($FB) is not a threat to Google’s ($GOOG) YouTube yet. (wired)
  • Fairness and the use of algorithms. (nytimes)
  • Buffett buys Precision Castparts for $37.5 billion! (DealBook)
  • From a chartist’s viewpoint, it would be so easy to be bearish right now. (Humble Student)
  • The reality of global warming: We’re all frogs in a pot of slowly boiling water (blogs.reuters)
  • Luxury brands hit by the Chinese stock market crash (Zero Hedge)
  • The future of the Apple ($AAPL) iPad. (aboveavalon)
  • A Cheer and a Half for Cheap Commodities (nytimes)
  • Why oil is making another leg down. (businessinsider)
  • On the fundamental difference between value and glamour stocks. (investorfieldguide)
  • Elon Musk faces a dilemma with Tesla Motors ($TSLA) balance sheet. (ftalphaville.ft)
  • Ad-blocking software is costing online publishers over $20 billion a year (Business Insider)
  • Just how widespread is the use of ad blocking software. (bits.blogs.nytimes)
  • How Inflation Affects Market Returns (A Wealth Of Common Sense)
  • What other investors were long $PCP. (marketfolly)
  • No, It’sNotYour Opinion. You’re Just Wrong (houstonpress)
  • Individual investors have five key advantages over institutional investors. (oldschoolvalue)
  • Oil Futures Signal Weak Prices Could Last Years (wsj)
  • The amount of math in academic economics keeps increasing. (pieria.co.uk)
  • Pension funds are finally getting some religion on private equity fees. (ft)
  • Among the States, Self-Driving Cars Have Ignited a Gold Rush (nytimes)
  • Publicly traded asset managers are having a hard time garnering assets. (pionline)
  • Euro Area’s Four Biggest Economies Are All Growing (Bloomberg)
  • Jason Hsu on the question of portfolio rebalancing. (blogs.cfainstitute)
  • Warren Buffett isn’t afraid of big deals. (wsj)
  • Joe Fahmy’s take on the current market impasse (Joe Fahmy)
  • The candidates offer quite a show (economist)
  • Aerospace companies caught on bid on the Precision Castparts ($PCP) news. (aboveavalon)
  • Netscape changed the internet — and the world — when it went public 20 years ago today (qz)
  • A nice comparison of different forms of momentum. (quantsportal)
  • How leveraged small cap equities are akin to private equity. (papers.ssrn)
  • What is ‘absolute strength’ and how does it compare to other forms of momentum? (papers.ssrn)
  • New York is getting its first Chick-Fil-A location (Crains New York)

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