09/14/15 – Monday’s Interest-ing Reads

  • How an Apple ($AAPL) iPhone subscription product changes the game. (ben-evans)
  • How Wall Street’s Bankers Stayed Out of Jail: The probes into bank fraud leading up to the financial industry’s crash have been quietly closed. Is this justice? (theatlantic)
  • All the major asset classes have negative year-over-year returns. (capitalspectator)
  • Why reinsurance pricing is under pressure. (blogs.wsj)
  • Big Data Analysis Reveals October is Best Month to Buy a Home in U.S. (worldpropertyjournal)
  • 25 disruptive health-care companies to watch (beckershospitalreview)
  • Higher costs translate into lower returns for the big pension funds. (blog.alphaarchitect)
  • China is looking to overhaul its “bloated” state companies. (wsj)
  • 4 reasons why ‘Key & Peele’ is one of the all-time great sketch shows (dailydot)
  • Djokovic And Federer Are Vying To Be The Greatest Of All Time (fivethirtyeight)
  • $100 million Russian palace for sale on Long Island’s North Shore (Luxury Listings NYC)
  • FOMC Preview and Review of Projections (calculatedriskblog)
  • Why the bulls may have to struggle with “overhead supply” (TRB)
  • Turn off these three features in your TV. (consumerreports)
  • It’s always fun to be a guest on TDI with Andrew Horowitz. We talked China, financial media and the Fed. (thedisciplinedinvestor)
  • What I Learned This Week About Tim Cook’s Apple (recode)
  • Hedge funds love to revise their prior reported returns. (etf)
  • Why are oil prices as low as they are? (econbrowser)
  • Wild Trading Exposed Flaws in ETFs (wsj)
  • Company name changes seem to affect a company’s stock price. (aswathdamodaran.blogspot)
  • Emerging market monetary policy is tight. (blogs.ft)
  • Mean reversion in markets is not a guarantee. (mebfaber)
  • How to eat at McDonald’s ($MCD) if you are “monumentally broke.” (fivethirtyeight)
  • 50-year Wall Street veteran Joe Rosenberg: The next 15 years should be great for stocks (Barron’s)
  • Google brings in a driverless car chief (Wall Street Journal)
  • Most hedge funds don’t last five years. (etf)
  • The case for all-in-one mutual funds. (obliviousinvestor)
  • Deep-pocketed investors are starting to bottom fish in Brazil. (ft)
  • Barron’s essentially called Alibaba a fraud this weekend. The company’s refutation was epic (Alizila)
  • US trucks and trains are chugging along. (blog.yardeni)
  • Messaging service Symphony is building out its offerings. (ft)
  • It’s been a tough year for IPOs. (bloomberg)
  • Sifting through the opportunity in emerging market bonds. (wsj)
  • Several central banks have tried raising rates in the post-crisis period only to reverse course soon after (Wall Street Journal)
  • Famous hedge funds have figured out a way to leverage the impact their public filings generate (Global Slant)
  • 25 years of monetary policy shifts, in brief (Fundamentalis)
  • Under what circumstances do investors misreact to company news? (blog.alphaarchitect)
  • Human traders can still beat computers (Financial Times)
  • Does it matter how/when you rebalance? (capitalspectator)
  • Secrets of longevity may lie in long-lived smokers, a ‘biologically distinct’ group with extraordinary gene variants (washingtonpost)
  • Hedge funds are becoming big players in the muni bond market. (institutionalinvestor)
  • The tablet is still the future of computing. (wsj)
  • Jeff Gundlach: Here’s what everyone gets wrong (ETF.com)
  • Do I really need to try to outperform the market? (awealthofcommonsense)
  • A look at the new Apple ($AAPL) strategic era. (aboveavalon)
  • Which Fed Leaders Fear Inflation? Look at When They Grew Up (nytimes)

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