08/29/16 – Monday’s Interest-ing Reads

  • How to turn anxiety into excitement. (ft)
  • Post Labor Day expect a spate of IPOs. (wsj)
  • Carlyle Group ($CG) is mulling an exit from the hedge fund business. (ft)
  • • An Exoplanet Too Far (newyorker)
  • Liquidity as a market factor. (readingthemarkets.blogspot)
  • Why Vanguard has been good for investors. (beta.morningstar)
  • Investors in activist hedge funds are not happy. (bloomberg)
  • • Maybe We Clamped Down Too Hard on Finance (bloomberg)
  • The brands that media giants want to emulate. (businessinsider)
  • Good luck trying to figure out the fees on your liquid alt fund. (beta.morningstar)
  • "The Evolution and Success of Index Strategies in ETFS" by Joanne Hill (cfapubs)
  • Evidence that markets don’t do a very good job of incorporating publicly available financial data. (bloomberg)
  • Shareholder activism is going small and micro-cap. (ft)
  •  Which State Is a Big Renewable Energy Pioneer? Texas (wsj)
  • Managing endowment funds has become a big business. (bloomberg)
  • A closer look at the diversification ability of managed futures. (blog.alphaarchitect)
  • Work-free vacations are the new norm. (ft)
  • • Why Electric Cars Will Be Here Sooner Than You Think (wsj)
  • Americans are working (and shopping) at home more. (bloomberg)
  • How analysts get promoted at credit agencies. (papers.ssrn)
  • Emerging markets pulled back last week. (capitalspectator)
  • Is there a price to ESG investing? (etf)
  • • Are Index Funds Eating the World? (blogs.wsj)
  • • The Latest Asset Management Price War: Target-Date Funds (wsj)
  • Facebook ($FB) is a beast. (howardlindzon)
  • Morgan Stanley ($MS) and Goldman Sachs ($GS) are stepping up their retail banking efforts. (wsj)
  • • Why the Deeply Held Ideas of the Nation’s Most Elite Economists Were Direct Causes of Extreme Inequality (evonomics)
  • The frozen concentrated orange juice market, made famous by the movie "Trading Places," is disappearing. (wsj)
  • Is the stock market actually undervalued? (blog.thinknewfound)
  • • McMansions Define Ugly in a New Way: They’re a Bad Investment (bloomberg)
  • Do tweet sentiments still predict the stock market? (papers.ssrn)
  • The Fed is not the key driver to stock market performance. (awealthofcommonsense)
  • • Where Have All the Small Investors Gone? (barrons)

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