09/26/16 – Monday’s Interest-ing Reads

  • Amazon ($AMZN) is now the second largest apparel retailer in the US. (businessinsider)
  • Why American companies continue to shift production to Mexico. (bloomberg)
  • How dumb money and smart money drive stock market anomalies. (blog.alphaarchitect)
  • Markets to Deutsche Bank: You’re in trouble (Guardian)
  • Help! I Have No Idea Where My 401(k) Is, or What to Do With It. (nymag)
  • On the abrupt departure of Marc Andreessen from Twitter (TechCrunch)
  • The Death of the Telephone Call: 1876-2007.&#xA0 (slate)
  • The Collectible Car Market Is Getting the Air Kicked Out of its Tires (bloomberg)
  • Where does the Apple ($AAPL) TV go from here? (fastcompany)
  • The upcoming Q3 earnings reports represent a return to S&P 500 revenue growth for the first time since late 2014 (Wall Street Journal)
  • Why Disney ($DIS) should buy Twitter ($TWTR). (finance.yahoo)
  • Professional money managers really can’t emulate Warren Buffett. (brontecapital.blogspot)
  • Tricks (hacks) are great but they aren’t sustainable. (sethgodin.typepad)
  • Roku has unveiled a new lineup of streaming TV devices. (techcrunch)
  • The Financial Basket Of Deplorables (A Teachable Moment)
  • Treasury Market’s Biggest Buyers Are Selling as Never Before (Bloomberg)
  • The global capital markets experienced across the board gains last week. (capitalspectator)
  • Higher technology companies hold higher cash balances. (papers.ssrn)
  • Meet the Winners of This Year’s Ig Nobel Prizes (gizmodo)
  • Investment banks favor their biggest buy-side clients in IPO allocations. (papers.ssrn)
  • One of the attractions for alt funds is the ability to dial in your risk exposure. (blog.abglobal)
  • The CBOE ($CBOE) is buying BATS ($BATS). (wsj)
  • Why it’s so difficult to keep things simple in investing. (awealthofcommonsense)
  • John Hempton’s investment philosophy (brontecapital.blogspot.in)
  • Whatever happened to the stock split? (economist)
  • Why (increased) diversity is so important for finance. (blogs.cfainstitute)
  • Investors go bananas for tech stocks again (MoneyBeat)
  • Financial literacy is woeful. (etf)
  • Deutsche Bank: No we’re fine shut up. (Reuters)
  • Anthony Isola, "Predictions attract eyeballs; headlines repel returns." (tonyisola)
  • The publicly traded private colleges have been pretty much wiped out under the Obama administration. (buzzfeed)
  • Q3 S&P 500 earnings are expected to show a drop. (crossingwallstreet)
  • Why you should pay a penny to send an email&#xA0 (ozy)
  • A Shocking Amount of E-Waste Recycling Is a Complete Sham (motherboard.vice)
  • How would an acquiror make money on Twitter ($TWTR)? (ft)
  • What could Salesforce possible want from Twitter? (Wall Street Journal)
  • Monetary policy is played out. It’s time for fiscal policy to step up. (ft)
  • Is a higher Sharpe Ratio always better? (thepfengineer)
  • It’s hard to have creative thoughts in routine places. (forbes)
  • Momentum in futures markets does not seem to be related to spot market momentum. (papers.ssrn)
  • Brexit is like when Henry VIII told the Pope to go f*** himself. – Nomura (Telegraph)

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