08/15/16 – Monday’s Interest-ing Reads

  • A closer look at private equity performance. (cepr)
  • A Simple Test to Dispel the Illusion Behind Stock Buybacks (nytimes)
  • The Tea Party was basically a televangelist scam (Politico)
  • These are the five biggest open economic questions of the moment (Forbes)
  • The equity risk premium is the key driver to buyout activity. (papers.ssrn)
  • Serendipity doesn’t happen by accident. (pointsandfigures)
  • Don’t look now, but crude oil prices are now up year-over-year (Calculated Risk)
  • The payoff to value investing comes through being uncomfortable. (thepfengineer)
  • DraftKings and and FanDuel are exploring season-long fantasy games. (finance.yahoo)
  • Making America’s debt great again (brookings.edu)
  • A look at the super-long-term for megacap tech bellwethers (Stockcharts.com)
  • Why won’t Apple ($AAPL) add touchscreens to its Macbooks and iMacs? (recode)
  • How Ronald Reagan zapped a recession with massive government spending (theweek)
  • How focused are you on your trading? (athrasher)
  • Reagan’s ghost called, he’s disgusted with all of us. (New York Times)
  • Tim Cook, the interview: Running Apple ‘is sort of a lonely job’ (Washington Post)
  • The Fed is paying more attention to global deflation risks. (blogs.ft)
  • The decline in S&P 500 volatility is marked. (crossingwallstreet)
  • Emerging market equities are finally outperforming. (thereformedbroker)
  • Margin of Danger: When you don’t know what you don’t know.&#xA0 (medium)
  • The IEX is set to launch as an exchange. (ft)
  • The Twitter – NFL livestreaming project goes live (New York Times)
  • How we let the phoneys take control and debase the language of politics (theguardian)
  • Economists are out there getting real jobs now. (bloomberg)
  • Hedge funds are now trading off satellite-based data. (wsj)
  • How difficult is it to replicate the Dorsey Wright Focus Five ETF ($FV)? (blog.alphaarchitect)
  • Matt Hougan: No, ETF inflows are not "slowing down" (ETF.com)
  • The optimal size for hedge funds is not very big. (mrzepczynski.blogspot)
  • Sexism is still rife in the asset management industry. (ft)
  • Why the low vol effect is fading. (etf)
  • Japanese GDP growth is zero in the latest quarter. I guess buying ETFs wasn’t a silver bullet. (Bloomberg)
  • The Bank of Japan has become the biggest player in Japan’s stock market. (bloomberg)
  • A Dozen Ways Michael Bloomberg Thinks Like Charlie Munger (25iq)
  • The value and low vol effects are separate. (etf)
  • Managed futures is made up of at least 8 different types of strategies. (mrzepczynski.blogspot)
  • Do stocks diversify bonds? (awealthofcommonsense)
  • Things I’m Pretty Sure About (fool)
  • Homebuilders are still pretty optimistic. (calculatedriskblog)
  • This guy at Vanguard manages $800 billion in assets. (bloomberg)
  • Foreign TIPS led the markets last week. (capitalspectator)
  • Don’t look now but Twitter ($TWTR) is above $20 again. (howardlindzon)
  • Muni bond CEFs are getting expensive. (blogs.barrons)
  • McMansions 101: What Makes a McMansion Bad Architecture? (mcmansionhell.tumblr)
  • Bond funds are loading up on emerging markets debt in a desperate search for yield. (wsj)
  • Organized religion is not really a thing among young people (Washington Post)

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