10/31/16 – Monday’s Interest-ing Reads

  • Michael on living in multiple timeframes with your money (Irrelevant Investor)
  • Technology has reduce the opportunity to diversify across borders and asset classes. (papers.ssrn)
  • We humans have a tendency to think that low stock prices imply higher returns. (etf)
  • Investors Pile Into TIPS as Inflation Looms (wsj)
  • Temp staffing is falling off. Rough times ahead for the economy and stock market? (thefelderreport)
  • Investors are still yanking money out of stock funds and putting it into bond funds. (thereformedbroker)
  • Want to gain an edge? Read. (medium)
  • On the death of the billable hour. (linkedin)
  • Does short interest info on ETFs have any value? (citywireusa)
  • Why Microsoft, Google could be bookmakers of the future (espn)
  • Merger Monday redux, CenturyLink ($CTL) to buy Level 3 ($LVLT). (fortune)
  • Ultra-short term bond ETFs should benefit from rising short term interest rates. (etf)
  • Demographic changes may have permanently lowered growth, inflation and interest rates. (ft)
  • George W. Bush’s White House “lost” 22 million emails (newsweek)
  • GE to Combine Oil and Gas Business With Baker Hughes (Wall Street Journal)
  • Publishers Are Rethinking Those "Around the Web" Ads (nytimes)
  • Even math teachers struggle to understand the annuities they’re being pitched (New York Times)
  • No One Saw Tesla’s Solar Roof Coming: Elon Musk just showed us the grand unification of Tesla: fast cars, big batteries, and a stunning solar rooftop. (bloomberg)
  • Apple ($AAPL) should buy Netflix ($NFLX). (stratechery)
  • Tired of Counting Piles of Cash, Venezuelans Start Weighing Them (Bloomberg)
  • Stop-loss orders have become a liability in the forex markets. (wsj)
  • Why you should discount DCF models. (clsbluesky.law.columbia.edu)
  • The math for economics is rigorous but may be inappropriate. (financial-math)
  • Goldman Sachs ($GS) is trying to become more a platform company. (wsj)
  • Wall Street’s latest fear is its most hilarious yet – people are starting to make more money (CNBC)
  • The case for a short $VIX position. (econompicdata.blogspot)
  • Published research affects future results. (etf)
  • My friends at Riskalyze raise another $20 million to build out more automated services for advisors (Investment News)
  • How to turn an engineer into a quant. (blog.alphaarchitect)
  • Global reflation is, at best, a spotty affair. (ft)
  • What if I told you that volatility in the Mexican peso might be the driving force behind the S&P 500 this year? (Uneasy Money)
  • Inclusion in a REIT index changes a stock’s liquidity. (papers.ssrn)
  • What "Expansions Don’t Die of Old Age" Really Means (blogs.wsj)
  • P2P investors on "auto-bid" should take note. (ftalphaville.ft)
  • How the World’s Biggest Costume Maker Cracked Halloween (bloomberg)
  • Why value and momentum can both work. (awealthofcommonsense)
  • Five ways to be more present. (adamhgrimes)
  • Blackrock ($BLK) and Vanguard still sit atop the list of the world’s biggest asset managers. (ft)
  • Dumb beta swamps smart beta in the new factor ETFs. (abwinsights)
  • The media reaction to George W. Bush’s email controversy (politifact)
  • Who Wins in the Gig Economy, and Who Loses (hbr)

Leave a Reply

Your email address will not be published. Required fields are marked *