08/17/15 – Monday Afternoon Interest-ing Reads

  • Index providers are a potent force in how markets operate. (ft)
  • Investors love a confident CEO. (blogs.wsj)
  • Your model fits the data, but is it robust? (dualmomentum)
  • How “mathiness” is affecting economic debates. (blogs.wsj)
  • How financialization has changed the commodities futures markets. (etf)
  • Are the results from time-series momentum due to absolute momentum? (blog.thinknewfound)
  • Can Sam’s Club ($WMT) go upscale to compete with Costco ($COST)? (wsj)
  • Long-term Treasury bonds are doing the whipsaw thing. (stockcharts)
  • What it would take for the US dollar to continue going higher. (markdow.tumblr)
  • Technology is the new Wall Street: riches await but… (bloombergview)
  • An emotional mismatch between process and practice undermines traders. (forbes)
  • What’s the difference between relative strength and trend following? (blog.thinknewfound)
  • The 13 commandments of goldbugs. (etf)
  • Risk-adjusted returns have rarely been this high. Buckle up. (awealthofcommonsense)
  • The death of mutual funds at the hands of ETFs is accelerating. (etf)
  • A job at Amazon ($AMZN) isn’t for everybody. (bloombergview)
  • Twitter ($TWTR) should not pivot away from its core users. (ophirgottlieb.tumblr)
  • Software is going to allow companies to more closely track how employees use their time. (nytimes)
  • Bonds are bonds. MLPs are not bond substitutes. (thereformedbroker)
  • Is risk-taking more about genetics or nurture? (papers.ssrn)
  • What’s the deal with Emerson Electric ($EMR)? (crossingwallstreet)
  • One fund for the next 50 years? Here’s a better question. (marketwatch)
  • The PBOC has changed how they view the yuan exchange rate. (markdow.tumblr)
  • Most multi-factor models are likely overfit. (papers.ssrn)
  • Does our data accurately capture business investment in an age of technological change. (wsj)

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