10/04/15 – Sunday’s Interest-ing Reads

  • Just how much perceptions of a Fed rate hike changed. (soberlook)
  • Is gold a one-hit wonder? (sharpereturns.ca)
  • Why Jack Dorsey is ready to fix Twitter ($TWTR). (recode)
  • The evidence for recycling is pretty weak. (nytimes)
  • Wynn Resorts ($WYNN) has just gotten crushed. (blog.afraidtotrade)
  • The IPO window is open to companies willing to do deals at a discount. (blogs.wsj)
  • What CEOs had to say about the economy this week. (avondaleam)
  • Why is making friends as an adult so difficult? (inverse)
  • The case for high yield bonds. (barrons)
  • The economic schedule for the coming week. (calculatedriskblog)
  • Bearish sentiment is spreading. (disciplinedinvesting.blogspot)
  • What would replace the cable bundle? (nytimes)
  • Four attributes of accomplished investors. (stockcharts)
  • Are peer-to-peer loans a true alternative to traditional fixed income? (ft)
  • September was a rough month for 90% of hedge fund strategies. (eqira)
  • Will new SEC rules push portfolio managers into more liquid positions? (wsj)
  • Even if the Fed raises rates, money market mutual fund yields won’t rise much. (barrons)
  • Why MLPs did what they did in September. (sl-advisors)
  • A succinct summary of the economic week. (ritholtz)
  • We have a post up at the Enterprising Investor blog: Weekend Listening: Listen Widely and Be Curious. (blogs.cfainstitute)
  • “More people in the health care system means more dollars spent on health care.” (nytimes)
  • The signs of a global slowdown are clear. (blogs.ft)
  • On the value of avoiding deep drawdowns. (econompicdata.blogspot)
  • How well do we understand what is going on with the labor market? (csen.tumblr)

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