10/26/15 – Monday’s Interest-ing Reads

  • The new Howard Marks memo is out! (Oaktree)
  • Behavioral finance has not been the salvation of actively managed funds. (etf)
  • “Gold prices are befuddling hedge funds, which are posting a track record no better than a coin flip when it comes to betting on the metal.” (Bloomberg)
  • A Fed rate hike is still on the table for 2015. (soberlook)
  • Life with a robot secretary. (fastcodesign)
  • Hong Kong Tops Global Cities List as Most Valuable Residential Location in 2015 (worldpropertyjournal)
  • The market eventually decides investment debates. (bloombergview)
  • Jacob J. Lew: Honor our obligations, raise the debt limit (usatoday)
  • Revenue disappointments are rife. (thereformedbroker)
  • David Einhorn has closed his St. Joe’s ($JOE) short. (bloomberg)
  • Some basics on backtesting in Excel. (adamhgrimes)
  • Can’t believe the latest Steve Jobs movie is a flop! When is the next one? (Variety)
  • Why too much choice is stressing us out (theguardian)
  • Five trends in the European ETF market. (etf)
  • Lucy Kellaway “People in professional jobs work for three reasons: money, status and the interest of the work itself.” (ft)
  • The Dollar Ate Our Profit (Bloomberg)
  • Howard Marks on the parallels between investing and sports. (marketfolly)
  • More statistical evidence that high fee funds are a bad bet. (cfapubs)
  • Companies are wasting money from layoffs on share buybacks (marketwatch)
  • Two tests for analyzing historical manager track records. (blog.alphaarchitect)
  • Should you have a “funny money” trading account? (awealthofcommonsense)
  • Is the public company model dying? (economist)
  • Coming to terms with impostor syndrome. (nytimes)
  • Take a Bow, Species (nationalreview)
  • US companies whining about the economy (Wall Street Journal)
  • US companies are warning about a slowing global economy. (wsj)
  • Common investor biases and where they come from. (doc.research-and-analytics.csfb)
  • Donald Trump is destroying Jeb Bush: Why his 9/11 gambit could be the last straw (salon)
  • Betting Against a Fed Rate Rise: Global economic woes complicate U.S. central bank’s deliberations (wsj)
  • Restaurant openings soar after wage hike (bizjournals)
  • Money managers are freaked out right now (MoneyBeat)
  • A look at funds that invest based on behavioral finance (ETF.com)
  • The plot at Valeant Pharmaceuticals ($VRX) thickens. (wsj)
  • Career advice: Get divorced and start over with a much younger woman and some new babies (Financial Times)
  • Jeb Bush Orders Across-the-Board Pay Cuts for Struggling Campaign (bloomberg)
  • A talk with the Winkelvii on the future of Bitcoin. (fool)
  • Dilution and the performance of minimum variance portfolios. (researchaffiliates)
  • How much is Amazon ($AMZN) Web Services worth on its own? (techinsidr)
  • 15 charts on the state of the global economy. (blogs.cfainstitute)
  • Quantitative multi-factor investing explained. (gersteinfisher)

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