09/28/15 – Monday’s Interest-ing Reads

  • The Apple bias is real (theverge)
  • Central banks have little ammunition to battle the next downturn. (blogs.ft)
  • Some investors are still getting one-on-one face time with company execs. (wsj)
  • How to apply momentum to random mutual funds. (econompicdata.blogspot)
  • Ireland’s economy is making its way back. (ft)
  • The Rich Are Different. They’re Better Investors. (bloombergview)
  • How to improve momentum strategies using risk-adjusted signals. (iijournals)
  • Glencore Mining shares down 27% today, as bad becomes worse (Bloomberg)
  • What Putin told Charlie Rose last night on 60 Minutes (CBS News)
  • A risk parity primer from Bridgewater Associates. (bwater)
  • Boehner Leaves Chaos in the House and Clarity in the Presidential Election (bloomberg)
  • Ten things to love about Twitter ($TWTR). (awealthofcommonsense)
  • The 12.5% correction for the S&P 500 may not have been enough to say stocks are cheap (Morningstar)
  • Only a couple of asset classes have positive year-over-year total returns. (capitalspectator)
  • The case against cover letters. (bloomberg)
  • Alcoa ($AA) is splitting into two companies: one commodity, one engineered products. (nytimes)
  • Steve Randy Waldman on Uber and 1099’s as antitrust (Interfluidity)
  • How have private equity fund-of-funds performed? (papers.ssrn)
  • Emerging markets still look like ass. (All Star Charts)
  • August personal income and spending point towards solid growth. (calculatedriskblog)
  • How to Win in Wall Street: by a Successful Operator (theirrelevantinvestor.wordpress)
  • Stock investors haven’t been this bearish in 15 years (marketwatch)
  • The Study That Started the Volkswagen Scandal (citylab)
  • U.S. Bonds Flash Warning Sign; Yield spreads between corporate debt and Treasurys have been climbing (wsj)
  • There are every few natural hedges to stock market volatility. (maliceforall)
  • The More Yellen Talks Up Inflation, the Less Traders Believe Her (bloomberg)
  • State Street launching three new factor ETFs for the Russell 1000 (ETF.com)
  • How not to wipe out with momentum (Research Affiliates)
  • How technology SHOULD change education. (wsj)
  • How to build a better value portfolio. (etf)
  • The Best Accessories for Your iPhone, iPad, and More (thewirecutter)
  • New iPhones, New Behaviors (recode)
  • Goldman: The options market is pricing in a huge S&P 500 move this week (Bloomberg)
  • How A Little Lab In West Virginia Caught Volkswagen’s Big Cheat (npr)
  • Richard Rainwater, dealmaker to the Bass Brothers, passes away (Wall Street Journal)
  • Modern Trader Magazine—the essential journal for professional traders and active investors. Check out this special subscription offer including a free investment classic! (moderntrader)
  • Ranking 30 industries on fundamental equity performance from 1933 to 2015. (philosophicaleconomics)
  • Successful traders treat their trading as a business. (forbes)
  • The Trick to Making Better Forecasts (wsj)
  • A review of the last ten years of hedge fund literature. (papers.ssrn)
  • Simple forecast models outperform complex ones. (alphaarchitect.tumblr)
  • How important would an economic downturn in China be for the United States? (econbrowser)
  • Ending the Markets’ Short-Term Obsession (bloombergview)
  • Tumbling sugar prices are adding to Brazil’s woes. (wsj)
  • “Speed is a feature.” (signalvnoise)
  • If petrodollars are heading home, where are they exiting? (ftalphaville.ft)
  • The Active Share debate gets ugly. (blog.alphaarchitect)
  • These two breadth measures point to an oversold market. (shortsideoflong)
  • It’s been awhile but the health care sector is rolling over on a relative basis. (stockcharts)
  • Owners make for better fund managers. (papers.ssrn)

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