08/15/17 – Tuesday’s Interest-ing Reads

  • Can bond portfolio returns be ‘factorized’? (blog.alphaarchitect)
  • Tax Reform? Here’s Why Mitch McConnell Can’t Get It Done (cnbc)
  • Some thoughts on how various sectors did earnings-wise in Q2. (ericcinnamond)
  • Skeptical Bias Toward Stocks Aligns With Bullish Charts (ciovaccocapital)
  • Some stocks are always doing worse than the averages. (theirrelevantinvestor)
  • A Bear Market Could Hit U.S. Stocks Any Time Now (marketwatch)
  • What are ‘credit risk transfer securities’ that Fannie and Freddie are selling? (qz)
  • A record number of managers think stocks are overvalued. (dealbreaker)
  • How An NFL Player Is Profiting From the ‘Rich Dad’ Mindset (cnbc)
  • How To Play The Energy Market As Global Tensions Rise (oilprice)
  • Is your bond fund riskier than it looks? (beta.morningstar)
  • When Risk-Off Dominates Markets, Economies Usually Suffer (bloomberg)
  • It’s Time To Ride Stocks And Leave The Worrying To Others (forbes)
  • Americans Love Ordering Their Pizza on Facebook (bloomberg)
  • How Investors Should Respond to Monday’s Relief Rally (marketwatch)
  • The downside of owning individual stocks. (etf)
  •  Colas: The Dow Jones Is a Useful, If Underused, Roadmap (bloomberg)
  • A Dangerous Game of Chicken With North Korea (project-syndicate)
  • Testing some US return anomalies overseas shows promise. (papers.ssrn)
  • What Fintech Can Learn from Decline and Reinvention of High-Frequency Trading (blogs.cfainstitute)
  • The Uber Dilemma (stratechery)
  • Here Are the Best (And Worst) Places to Retire In America (cnbc)
  • Are index funds too soft on CEOs? (beta.morningstar)
  • The President and the Stock Market (bloomberg)
  •  How News and Its Context Drive Risk and Returns around the World (papers.ssrn)
  • Why NetFlix ($NFLX) should fear Disney ($DIS). (techcrunch)
  • Taxpayers Will Be Taken In the Con That’s Foxconn (latimes)
  • PE-backed firms doubled down during the financial crisis. (papers.ssrn)
  • Sea Level Rise Is Speeding Up in Parts of the Southeastern U.S. (scientificamerican)
  • India at 70: Emerging World Power with Unfinished Business (forbes)
  • Blackrock ($BLK) is lowering fees on its ESG ETFs. (bloomberg)
  • Sorry, Barron’s, 2017 Market Isn’t Cursed Because It Ends In ‘7’ (forbes)
  • Your Brain On Money (awealthofcommonsense)
  • An excerpt from the new book by Joel Tillinghast, who is the legendary portfolio manager of the Fidelity Low-Priced Stock Fund, and author of "Big Money Thinks Small: Biases, Blind Spots and Smarter Investing." (barrons)
  • Fossil fuel subsidies are a staggering $5 trillion per year (theguardian)
  • Who much money is in volatility-targeted strategies and should we be concerned? (mrzepczynski.blogspot)
  • In what geographies are CEOs more willing to fudge the numbers? (wsj)
  • This Stock-Market Rally Will Not Last Without Some Help (bloomberg)
  • Why You Feel Richer (or Poorer) Than You Really Are (businessinsider)
  • Here Are 5 New LinkedIn Changes To Help You Get A Job (forbes)
  • Van Eck is planning a Bitcoin ETF. (citywireusa)
  • The Charts Say S&P Is Heading Into ‘Treacherous’ Pullback (marketwatch)
  • The Great American Housing Boom Continues (cnn)
  • Investor Preference Shifts Have Foretold Past Corrections (hussmanfunds)
  • Snap ($SNAP) is leaking cash. (fortune)
  • Should We Subsidize Manufacturing? We Subsidize Farms (newyorker)
  • You don’t have to be bold to succeed. (heleo)
  • The case against the S&P 500. (gmo)
  • Why fund portfolios have become more liquid over time. (papers.ssrn)
  • Dividend stocks are NOT a substitute for bonds. (obliviousinvestor)
  • Why is absolute momentum on the no-go list for most managers? (dualmomentum)
  • On the power of eliminating distractions. (nytimes)
  • A Classic Case Of Casino Capitalism (wsj)
  • Some Thoughts On Long Term Investing (realinvestmentadvice)
  • Bitcoin Has Doubled In Value In Just a Month. Here’s Why (cnn)
  • Taibbi: Is Libor, Crucial Financial Benchmark, a Lie? (rollingstone)
  • How frictions impede our ability to made investment decisions. (mrzepczynski.blogspot)
  • How Fast Can You Get Money Out of Stock Market? (schwab)
  • We Charge Business For Fraud, Why Not Politicians? (washingtontimes)
  • Trading volume in the SPDR S&P 500 ($SPY) has dropped to decade low levels. (blogs.wsj)
  • Endowments have stopped cutting back on hedge funds. (bloomberg)
  • Worrying About Risk Can Be Very Risky (tonyisola)
  • Bull and bear markets are about more than the numbers. (bloomberg)
  • You thought watching TV was confusing now? Just wait. (nytimes)
  • Leveraged loan maturities have been pushed out even farther. (leveragedloan)
  • How to run a company: "Grow the company profitably. Share the wealth with employees. Ensure that everyone is having fun." (strategy-business)
  • Are US cities underpoliced? (marginalrevolution)
  • Factor returns don’t necessarily translate into ETF returns. (factorresearch)
  • Using Company Matches & Percentages On Way to Bigger 401(k) (investors)
  • Be wary when comparing P/Es for various ETFs. (blogs.wsj)
  • Investors Cloud the Crystal Ball (bloomberg)
  • How the Fed’s balance sheet affects the term premium. (papers.ssrn)
  • Do pet sitters really need a license? (fastcompany)
  • Is WisdomTree ($WETF) getting passed by? (crainsnewyork)
  • What’s the future hold for SoundCloud? (cdm.link)
  • Games maker Rovio is planning to come public. (bloomberg)
  • Retirement Disillusionment: 3 Signs You Have Got It (investopedia)
  • Change at the Top of Google Is Not Enough to Fix It (usatoday)
  • Shiller vs Siegel: What They Think of Each Other’s Market Forecasts (yahoo)
  • You may be surprised what asset class did the best since the bottom of the financial crisis. (thereformedbroker)
  • For much of its history Amazon ($AMZN) looked vulnerable. You could say the same thing about Netflix ($NFLX) today. (bloomberg)
  • On the diversification benefits of time-series momentum. (blog.alphaarchitect)
  • Is housing really the best investment over the long run? (ftalphaville.ft)
  • Isolation: People in Rich Countries Are Dying of Loneliness (qz)
  • Lone Twitter User Exposes Identities Of Alt-Right Protest Thugs — The Firings Begin (bipartisanreport)
  • Consider This Your Wakeup Call (barrons)
  • There is no shortage of demand for data scientists on Wall Street. (ft)

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