10/23/17 – Monday’s Interest-ing Reads

  • Investors don’t understand enough about factor strategies. (institutionalinvestor)
  • The Chicago Fed National Activity Index (CFNAI) picked up in September. (calculatedriskblog)
  • Money manager Dodge & Cox "eats its own cooking." (nytimes)
  • HFT trading firms are jumping into Bitcoin mining and trading. (ft)
  • The ETF price war is overblown. (marketwatch)
  • A Revealing New Book on Jann Wenner (wsj)
  • Fisher: P/Es predict nothing over one-, three- or five-year periods (usatoday)
  • A giant insect ecosystem is collapsing due to humans. It’s a catastrophe (theguardian)
  • Robin Powell talks with Dave Nadig about the continuing growth in the ETF industry. (evidenceinvestor.co.uk)
  • Financial services trademarks are booming in the UK. (businessinsider)
  • Zachary Karabell, "Even if Bitcoin is in a price bubble, that doesn’t make it a tulip." (wired)
  • How Fiction Becomes Fact on Social Media (nytimes)
  • Military recruits (and veterans) are not uniformly spread across the US. (bloomberg)
  • How Intuitive Surgical ($ISRG) got robotic surgery to go mainstream. (fortune)
  • Morgan Housel, "Good investing is about more than backing companies that perform well. It’s about backing companies that perform well within the context of the market’s current and future expectations." (collaborativefund)
  • Three companies that will get a boost from the cryptocurrency boom. (qz)
  • Is ‘direct indexing’ a viable competitor to ETFs? (smartleaf)
  • ETFs can go ‘off the rails’ is APs can’t do their jobs. (rick.bookstaber)
  • Giving Away Billions as Fast as They Can (nytimes)
  • Confirmation Bias: Why You Should Seek Out Disconfirming Evidence (farnamstreetblog)
  • Bitcoin bubble callers are rampant. (pensionpartners)
  • Why do hedge funds still exist? (etf)
  • Nike ($NKE) wants to automate more of its production. (ft)
  • Northern Trust ($NTRS) is off to a good (second) start i nthe ETF business. (beta.morningstar)
  • Thinking about investments over the long run changes your perspective. (ofdollarsanddata)
  • Sanford Bernstein is launching two new ETFs based on analyst recommendations. (ft)
  • The AI Powered Equity ETF ($AIEQ) claims to bring big data powered-AI to the ETF world. (marketwatch)
  • On the value of being able to express your portfolio preferences. (mrzepczynski.blogspot)
  • Why Om said goodbye to Netflix ($NFLX). (om.co)
  • Many still fear ETFs will exacerbate a market downturn. (ft)
  • There is a bull market in hedge funds trading crytocurrencies. (wsj)
  • Rondure Global Advisors is an interesting money management startup. (barrons)
  • CLO demand is off-the-charts. (wsj)
  • Why Millennials love ETFs. (iris.xyz)
  • How Fidelity missed the ETF boom. (thereformedbroker)
  • Thomas Piketty’s data is getting called into question. (bloomberg)
  • Where Bitcoin buyers reside around the globe. (bloomberg)
  • How have the so-called hedge fund ETFs done in practice? (cxoadvisory)
  • The ETF ‘factor zoo’ is getting crowded. (tonyisola)
  • TIAA is coming under increasing scrutiny. (nytimes)
  • How Saudi Arabia Is Building Its $2 Trillion Fund&#xA0 (bloomberg)

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