09/11/15 – Friday’s Interest-ing Reads

  • A seeming paradox: most stocks underperform the market. (theirrelevantinvestor.wordpress)
  • True experts know when to say “I don’t know.” (farnamstreetblog)
  • Optimists have historically won in the stock market. (fool)
  • Michael Covel talks with John Casti about unpredictable social moods. (trendfollowing)
  • More signs investor sentiment is getting pretty negative. (shortsideoflong)
  • How the Original Insult War With Donald Trump Was Waged (bloomberg)
  • Six investment lessons from David Tepper. (frankzorrilla.blogspot)
  • How granite countertops became an American obsession. (vox)
  • Why are there so many podcasts about self-improvement? (newyorker)
  • How can we really know what is going in the Chinese economy. (npr)
  • Volatility ETFs are a great short-cut if you don’t have time to build a bonfire for your money (ETF.com)
  • Apple ($AAPL) is still strong even if it isn’t reinventing new industries. (theverge)
  • Plutonium Is Unsung Concession in Iran Nuclear Deal (nytimes)
  • Roben Farzad talks with trend trader Jerry Parker. (soundcloud)
  • Top Investors Make Money Even Though Their Ideas Are Wrong Most Of The Time (Value Walk)
  • What is Dunn’s Law and what does it say about the active/passive debate? (news.morningstar)
  • Goldman: Yes oil can go to $20 a barrel (Bloomberg)
  • The hidden resistance level no one sees (Ryan Detrick)
  • Marc Maron talks with Fred Armisen. (wtfpod)
  • Yahoo’s ($YHOO) spinoff of Alibaba ($BABA) is stuck in tax limbo. (bloombergview)
  • Some definitions for financial consumers. (awealthofcommonsense)
  • Why musicians are great part-time gin salespeople. (hbr)
  • Big banks continue to experiment with the blockchain. (ft)
  • Regarding the “scorched earth” policy being alleged in the Virtus / F-Squared class action (RIA Biz)
  • How overconfidence affects investors and fantasy football players. (castlebaram)
  • Wait til you see Pfeiffer and De Niro as Ruth and Bernie Madoff (Vanity Fair)
  • A raft of startups want a piece of Bloomberg’s terminal business. (nytimes)
  • Central bankers don’t seem to have much affect on public perceptions of inflation. (bloomberg)
  • A discussion of Michael Batnick of Ritholtz Wealth Management about getting started in investing. (goingdeepwithaaron)
  • Dynamic Voodoo: Bush! tax! cuts! (krugman.blogs.nytimes)
  • How did your smart-beta fund do in the current correction? (theirrelevantinvestor.wordpress)
  • The US real monetary base is now shrinking. (capitalspectator)
  • The case for funds that focus on female-led companies. (bloomberg)
  • Tim Ferriss talks with Brené Brown author of “Rising Strong.”* (fourhourworkweek)
  • A Migrant’s Journey: 1 Week, 30,000 People, 2,500 Miles (theatlantic)
  • Tech IPOs are scarce these days. (wsj)
  • A discussion with Jeffrey Gundlach on how he manages the SPDR DoubleLine Total Return Tactical ETF ($TOTL). (etf)
  • Earnings surprises really don’t have much meaning any more. (blog.abglobal)
  • Weekly initial unemployment claims continue to plumb new depths. (calculatedriskblog)
  • Patrick O’Shaughnessy, “One of the great challenges for quantitative investors is finding new ideas that haven’t yet reached critical mass.” (investorfieldguide)
  • BB-8 Awakens: Is Sphero’s New Droid the Most Awesome Star Wars Toy Ever? (wsj)
  • Stanford’s department of economics is on the rise. (nytimes)
  • Women are less likely to let market dips affect their strategy. (evidenceinvestor.co.uk)
  • What factors are driving the equity market’s decline? (blogs.ft)
  • Sentiment Is So Bearish That Maybe It’s Bullish (blog.yardeni)
  • What are the best microphones for podcasters? (marco)
  • America’s Never-Ending Stadium Boondoggle: You and I continue to foot a large part of the bill for America’s billionaire sports owners. (citylab)
  • Apple ($AAPL) is now a platform maker not a product maker. (stratechery)
  • Apple ($AAPL) has a lock on smartphone profits but TV is another thing altogether. (a16z)
  • True innovation was scarce at the Apple ($AAPL) presentation except for TV. (lefsetz)
  • Gentlemen, do not do any fall shopping without consulting with Ms. Lopez (Business Insider)
  • Jeb Bush and the Return of Voodoo Economics (newyorker)
  • Which of These Two Visions of the Future of Financial Advice Will Become Reality? (scholarfp.blogspot)
  • Well-known biases in the reported returns of hedge funds (ETF.com)
  • The reinsurance market has an oversupply problem. (wsj)
  • Are Hedge Funds Still for Suckers? Come on, people. (bloomberg)

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