08/31/15 – Monday’s Interest-ing Reads

  • Donald Trump Is Running A Perpetual Attention Machine (fivethirtyeight)
  • Can Twitter-based sentiment help predict earnings? (papers.ssrn)
  • Recommended Reading: Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future (Amazon)
  • Missing the worst days in the market usually comes along with missing the best days as well. (blog.thinknewfound)
  • What is the Fed really watching for data-wise? (economistsview.typepad)
  • Daily stock market reports are pretty much worthless. (fusion)
  • Hawkish Rumblings (economistsview.typepad)
  • Consistent momentum winners outperform. (papers.ssrn)
  • Bob Schiller weighs in on the valuation correction (Upshot)
  • Unconstrained bond funds turn interest rate risk into credit risk. (bloomberg)
  • What are the fundamental assumptions behind smart beta strategies? (jamestwiss)
  • So Google ($GOOG) makes a wireless hub now. (wsj)
  • Rethinking Work (nytimes)
  • The Great ETF Crash of 2015 (bespokepremium)
  • Horace Deidu, “Apple was the loser in the standardization of computing during the 1990s but is the winner in the mobilization of computing during the 2010s.” (asymco)
  • The 25 Most Promising Jobs For Millennials (forbes)
  • Taking a small step against ‘digital encroachment.’ (bothsidesofthetable)
  • Are You a ‘Ben Graham Defensive Investor’? (researchaffiliates)
  • What is the point of Scott Walker? (Washington Post)
  • Process matters in life and investing. (forbes)
  • Five ways to plot returns. (blog.johnorford)
  • World to Fed: We’re prepared for U.S. rate hike, so don’t delay (Reuters)
  • Quantum ‘spookiness’ passes toughest test yet: Experiment plugs loopholes in previous demonstrations of ‘action at a distance’, against Einstein’s objections — and could make data encryption safer (nature)
  • Alternative funds get a stress test in August, how’d they do? (Morningstar)
  • Economists: Seventy percent said crude oil at $40 per barrel would have no impact on the Fed (bloomberg)
  • So how did so-called alternative funds do last week? (news.morningstar)
  • Close-end fund discounts are pretty wide. (finance.yahoo)
  • Signature Bank ($SBNY) is a fast-growing plain-vanilla bank. (wsj)
  • Mutual fund pricing is getting back to normal. (wsj)
  • How big of a problem is there for high-yield bonds? (Barron’s)
  • A ‘Black Swan’ Fund Made $1 Billion This Week: As market collapsed, hedge-fund firm Universa Investments gained roughly 20% on Monday (wsj)
  • Some eye-popping stats and where we stand now, via Brian Gilmartin (Fundamentalis)
  • Fed’s Fischer: ‘Good Reason’ to Think U.S. Inflation Will Move Higher (wsj)
  • How cartoonists covered the market crash (TRB)
  • The one sure way to make money in the stock market. (crossingwallstreet)
  • We load up on puts when we don’t need them. (blog.alphaarchitect)
  • 30-Minute VIX Frenzy Exposes Obsession With Volatility Hedging (bloomberg)
  • What is behind S&P 500 put option skew? (papers.ssrn)
  • TWTR ax Bob Peck swings to a buy rec (Business Insider)
  • Apple’s new operating system will include ad-blocking software (Benzinga)
  • Netflix ($NFLX) subscribers are soon going to miss out on some hit movies. (recode)
  • Apple ($AAPL) is going to create demand for ad blocking. (wsj)
  • Watch out for banks with exposure to the oil patch. (ft)
  • Trends matter until they don’t. (adamhgrimes)

Leave a Reply

Your email address will not be published. Required fields are marked *