10/05/15 – Monday’s Interest-ing Reads

  • The evidence is that the economy is still growing slowly but steadily. (fat-pitch.blogspot)
  • “The Martian” is a triumph. (marginalrevolution)
  • What kind of returns can you expect from a 60/40 portfolio? (awealthofcommonsense)
  • Jack Dorsey is doing double-duty as the new permanent CEO of Twitter ($TWTR). (bloomberg)
  • Momentum strategies work in global markets. (blog.alphaarchitect)
  • Only 10% of US-listed ETFs are positive this year. How did you not see the iShares MSCI Denmark Capped ETF coming? (Bloomberg)
  • Growth prospects in Canada look none too good. (soberlook)
  • How to have a better Monday. (time)
  • The best performing ETFs of the year. (etf)
  • Nelson Peltz has taken a big stake in GE ($GE). (wsj)
  • Wonks for Hire:Elizabeth Warren challenged a think tank over iffy, industry-backed research. There’s a lot more where that came from. (slate)
  • Glencore doubles in overnight trade as the company reminds shareholders “at least we’re not Volkswagen.” (Telegraph)
  • More signs of growing pessimism. (shortsideoflong)
  • How close is wireless device charging from reality? (wsj)
  • High frequency traders as a force for good. (bankers-anonymous)
  • Entry level workers are becoming a tight commodity. (csen.tumblr)
  • It’s official: Jack is Twitter’s CEO, Adam Bain becomes COO (TechCrunch)
  • What happens if everyone indexed? (etf)
  • The ins and outs of illiquid investments. (robeco)
  • Self-Driving Cars Could Save 300,000 Lives Per Decade in America (theatlantic)
  • Hedged foreign bonds are notably less volatile. (blog.abglobal)
  • How target-date funds holding up this year. (wsj)
  • Bernanke: How the Fed Saved the Economy (wsj)
  • Do value and momentum exist in sports betting markets? (blog.alphaarchitect)
  • The buyback boom is actually a mirage. (researchaffiliates)
  • The decline in oil production hasn’t accelerated…yet. (econbrowser)
  • Google’s driverless car drivers ride a career less traveled (seattlepi)
  • Jason Zweig: If you insist on forecasting the financial future, at least use these 5 tools. (JasonZweig)
  • Can You See the Future? Probably Better Than Professional Forecasters (blogs.wsj)
  • The Troubles of “Bitcoin’s PayPal” Show Why the Cryptocurrency Is Not a Good Payment Mechanism (technologyreview)
  • Industry momentum plays a role in the momentum puzzle. (papers.ssrn)
  • How They Got Their Guns:Criminal histories and documented mental health problems did not prevent at least eight of the gunmen in 14 recent mass shootings from obtaining their weapons (nytimes)
  • Bankexecs should have gone to jail for causing Great Recession (usatoday)
  • Does the ‘momentum gap’ help explain future momentum returns? (papers.ssrn)
  • Is trend following market timing? (blog.thinknewfound)
  • Inside The Epic Fantasy That’s Driven Donald Trump For 33 Years (forbes)
  • The September non-manufacturing ISM report showed expansion at a slower rate. (calculatedriskblog)
  • Guns killed more Americans in 12 years than AIDS, war, and illegal drug overdoses combined (vox)
  • Big one-day rallies and price swings are characteristic of downtrends, not bull markets (thereformedbroker)
  • American Apparel files Chapter 69 (MarketWatch)
  • The biggest trends influencing the future of wealth management (CFA Institute)
  • Hedge funds keep innovating. (Bronte Capital)
  • New Liquidity Rules Will Make Fund Managers More Chicken-Hearted (blogs.wsj)
  • Here’s what you need to know about all the new fund rules coming from the SEC (Wall Street Journal)
  • Fintech is more about marketing than innovation. (ftalphaville.ft)

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