10/12/15 – Monday’s Interest-ing Reads

  • Cable companies can’t simply ignore Netflix ($NFLX). (businessinsider)
  • Vanguard is now the biggest defined contribution manager. (investmentnews)
  • Why Apple’s ($AAPL) chip-making capabilities are an important moat. (stevecheney)
  • Microeconomist Angus Deacon wins the 2015 Nobel Prize in Economics. (marginalrevolution)
  • Here’s the chart gold bugs don’t want you to see (marketwatch)
  • Why some investors are wary of investing with a robo-advisor. (europe.etf)
  • After last week emerging market performance is no longer horrid, just bad. (capitalspectator)
  • Should you try and optimize your seasonal strategy? (cxoadvisory)
  • Why Does This Watch Cost $815,000? (nytimes)
  • Central banks around the world want the Fed to just get on with it. (wsj)
  • On the use of random portfolios to test asset allocation strategies. (capitalspectator)
  • The world economy is losing momentum, but…. (blogs.ft)
  • Why People Invest in Hedge Funds (awealthofcommonsense)
  • Modern Trader Magazine—the essential journal for professional traders and active investors. Check out this special subscription offer including a free investment classic! (moderntrader)
  • Bill Gross Sues Pimco, Reveals Backstory (barrons)
  • The benefits of managed futures in a rising rate environment. (blogs.cfainstitute)
  • How “WeWork” Convinced Investors It’s Worth Billions (buzzfeed)
  • How to be a quant. (turingfinance)
  • We’re doing a terrible job of measuring the modern workforce, and the feds know it (washingtonpost)
  • Can combining value and momentum create better returns? (papers.ssrn)
  • No publicity is bad publicity. Daily fantasy sites had a huge weekend. (bloomberg)
  • Why you should avoid water cooler investment advice. (etf)
  • The negative feedback loop that is falling commodity prices for EM. (ftalphaville.ft)
  • Don’t Starve the BLS (blogs.rollcall)
  • Former Fed chair Bernanke no longer a Republican because the GOP has “lost its economic mind” (usnews)
  • “It’s easier to spread good ideas than to create good ideas.” (marginalrevolution)
  • Take an afternoon to get your sh*t together. (medium)
  • Momentum investing and asset allocation. (papers.ssrn)
  • Lumber prices are still falling. (calculatedriskblog)
  • Private Dell is taking over public EMC ($EMC). (nytimes)
  • Here’s hoping Twitter ($TWTR) Moments gets an upgrade. (syrah.co)
  • How do dividend paying stocks affect the value anomaly? (blog.alphaarchitect)
  • Where to Stash Cannabis Cash? Tribal Nations Make Bid to Bank It (bloomberg)
  • Brett Steenbarger, “Minimizing our problems can help us cope. Maximizing our strengths can help us flourish.” (forbes)
  • The Fed doesn’t know what to do. (economistsview.typepad)
  • The math of active management is “unforgiving.” (jamestwiss)
  • Why commodities are not as attractive a portfolio diversifier as earlier thought. (news.morningstar)
  • Future market returns need not conform to historical averages. (blogs.cfainstitute)

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