09/19/16 – Monday’s Interest-ing Reads

  • Why active share is an important measure for fund investors. (blog.alphaarchitect)
  • Survivorship bias illustrated. (blog.independenceadvisors)
  • Where Creativity Comes From: Studies of humans and other animals indicate that inventiveness often stems from factors other than need&#xA0 (scientificamerican)
  • Hotel room supply and demand are coming into balance. (calculatedriskblog)
  • El-Erian: Fed Meeting Shouldn’t Obscure Bank of Japan’s Big Moment (bloomberg)
  • Active managers exposed as most US equity funds lag behind market (ft)
  • Homebuilder confidence rose in September. (calculatedriskblog)
  •  22 lessons from Stephen King on how to be a great writer (businessinsider)
  • Peer-to-peer lending companies don’t fully understand what they are doing. (bloomberg)
  • How Regulation Failed with Wells Fargo (newyorker)
  • The three questions facing the Fed. (nytimes)
  • Americans are flipping homes again. (businessinsider)
  • Hedge fund Horseman Capital puts on a "lonely" short bet on consumer staples (ValueWalk)
  • Gavyn Davies, "The BoJ is clearly in a fix." (blogs.ft)
  • Small allocations to alternatives are bound to fail. (longboardfunds)
  • This is historically one of the worst week’s for the stock market. (quantifiableedges)
  • How our online obsession has changed our brains…for the worse. (nymag)
  • Lessons from the greatest bubble of all-time. (awealthofcommonsense)
  • Facebook Is Debunking One of the Key Bear Arguments (Bloomberg)
  • There’s a NY / NJ terror cell planting bombs all over the place. Happy Monday. (CNN)
  • Is there evidence of ‘gut feelings’ for traders? (nytimes)
  • Congrats on publishing the worst investment advice of all time: (DealBook)
  • Where Has the Trend Gone? An Update on Momentum Returns in the U.S. Stock Market (etf)
  • Is there really a value effect? (dualmomentum)
  • Not all that much has changed on Wall Street in the past 10 years. (howardlindzon)
  • Why do people hate the media so much? (marginalrevolution)
  • Value investing can undergo extended periods of underperformance. (blog.alphaarchitect)
  • Algorithmic traders have a tendency to overfit the data. (iijournals)
  • NYC bombing suspect ID’d as naturalized Afghan immingrant (NYDN)
  • Myopic loss aversion as an explanation of the equity risk premium puzzle. (fieldexperiments-papers.s3.amazonaws)
  • Penta Millionaires: The New Rising Class (barrons)
  • Fewer of the world’s entrepreneurs say they need Silicon Valley anymore. That’s a problem (qz)
  • The case for momentum strategies as a tail-risk strategy. (etf)
  • Private investors are pushing into the commercial real estate debt space. (bloomberg)
  • Domestic assets were the best performers last week. (capitalspectator)
  • Transportation will change more in the next 5 years than in the last 50 years (Medium)

Leave a Reply

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