10/03/16 – Monday’s Interest-ing Reads

  • Kim Kardashian robbed in Paris of $10 million in Jewelry at gunpoint (PageSix)
  • Fred Wilson, "If you are in the market for a new wireless headphone, check out the Bose Quiet Comfort 35s. You won’t regret it." (avc)
  • The availability heuristic and the continued existence of active management. (timmaurer)
  • Your Smartphone’s Future, Here&#xA0 (bloomberg)
  • Some smart beta factor timing makes sense in the framework of diversification. (researchaffiliates)
  • The Art Is Not in Making Money, But in Keeping It (tonyisola)
  • Commodities led the way in major asset class performance in September. (capitalspectator)
  • A review of recent research on volatility. (capitalspectator)
  • Options pricing methodologies from the 19th century. (quantpedia)
  • A look at the empire that is Liberty Media. (barrons)
  • The buyback boom is fizzling out. (wsj)
  • Morningstar finds that funds where managers eat their own cooking attract more flows and outperform (Morningstar)
  • The broker who ate Post-It notes gets 3 years for insider trading (Advisor Hub)
  • Index funds are leading the emerging markets fund race in 2016. (citywireusa)
  • How investors affect the returns to the low vol anomaly. (blog.alphaarchitect)
  • How various asset allocation strategies performed in September. (allocatesmartly)
  • "The ISM manufacturing index indicated expansion in September." (calculatedriskblog)
  • A few recent IPOs to watch. (ivanhoff)
  • Why one guy is leaving New York after 22 years. (georgehahn)
  • negative bond yields – now $12 trillion worth worldwide! (Bloomberg)
  • Expect SP 500 Earnings Growth Near +3% for Q3 ’16 (Fundamentalis)
  • Henderson Surges as Janus Deal Creates Manager of $320 Billion (Bloomberg)
  • Grit vs. Goliath: A Reporter’s Dogged Pursuit of Roger Ailes (nytimes)
  • Two factors that indicate future outperformance. (institutionalinvestor)
  • John Hempton on "debt parking" (Bronte Capital)
  • Swedroe: The Dangerous Educational Gap (etf)
  • Janus ($JNS) is merging with Henderson Global. (bloomberg)
  • Month-end-effects and the performance of tactical strategies. (allocatesmartly)
  • The Difference Between a Bubble and a Cycle (collaborativefund)
  • Inside Apple Music’s Second Act: A year into its battle for users — and the trust of record labels — on what’s working, what’s not, and its controversial plan to shape the industry’s future.&#xA0 (buzzfeed)
  • Are asset class correlations rising due to the popularity of ETPs? (capitalspectator)
  • Costco ($COST) indirectly sells A LOT of cars annually. (businessinsider)
  • Ranking the Most Beloved TV Shows That Got Canceled (priceonomics)
  • Reagan would vomit all over this. (New York Times)
  • How to use buyback signals. (investingresearch)
  • Why do new mutual funds succeed? (morningstar)
  • How to make (and keep) friends as you get older. (wilowallstreet)
  • Instead of looking for ways to win the game, Bill Belichick tries to figure out how not to lose. (A Wealth Of Common Sense)
  • John Murphy: The Dow Transports are on the verge of a breakout (Stockcharts.com)
  • Tech IPOs had a big September. (blogs.wsj)
  • Is there an exploitable earnings announcement anomaly? (blog.alphaarchitect)
  • Some small cap stocks will begin trading today in $0.05 increments. (wsj)
  • "A recent failure of an island reversal pattern in the chart of the 10-Year Note yield adds to a long list of failed chart patterns in the last few years" (Price Action Lab)
  • The IPO process is broken. (howardlindzon)
  • Making the case for P2P loans as an asset class. (etf)
  • How CEO personality affects firm policies. (papers.ssrn)
  • Institutional traders do seem to have some trading skill. (papers.ssrn)

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