10/31/17 – Tuesday’s Interest-ing Reads

  • UK and European fund investors have it much worse off, fee-wise. (ft)
  • In praise of tables: how charts can mislead. (chenmarkcapital)
  • SEC employees are surprisingly good traders. (institutionalinvestor)
  • Five takeaways about implementing factor-based strategies. (alphaarchitect)
  • A December Fed rate hike is "nearly an uncertainty." (blogs.uoregon.edu)
  • The Nasdaq rally is quite top-heavy. (jlfmi.tumblr)
  • How to ‘cold store’ your crypto-assets. (avc)
  • Tech Rally Is Juiced by Highflying Cloud Business (Wall Street Journal)
  • On Friday, Jeff Bezos became the richest person in the world (Bloomberg)
  • The story behind the $800 billion in drop in value for PetroChina ($PTR) is stunning. (bloomberg)
  • Some strange behavior for the Global X Robotics & Artificial Intelligence ETF ($BOTZ). (bloomberg)
  • Depopulating towns in Italy are bidding to get residents. (whnt)
  • A handful of factor research paper summaries. (quantpedia)
  • There’s plenty wrong with the 401(k) plan but slashing it won’t help. (thereformedbroker)
  • Is the ‘If you invested $10,000 in X’ meme ever helpful? (awealthofcommonsense)
  • Why REI closes on Thanksgiving Day AND Black Friday. (fortune)
  • Lance Ulanoff, "Apple’s iPhone X is the beginning of something new." (mashable)
  • The Army’s Radical Fitness Shift: The Army Combat Readiness Test would change how the military measures soldiers, with no adjustments for age or gender&#xA0 (wsj)
  • Nilay Patel, "The iPhone X is clearly the best iPhone ever made." (theverge)
  • Financial and technology have led the stock market over the past twelve months. (capitalspectator)
  • Warren Buffett’s Epic Rant Against Wall Street (blogs.wsj)
  • Rotating from growth to value is a way to take some risk off the table. (themacrotourist)
  • Are We Partying Like its 1999? (Validea)
  • How to measure your factor exposure. (etf)
  • A first impression of the Apple ($AAPL) iPhone X. (wired)
  • Showing how much pull ETFs have in certain categories. (marketwatch)
  • Why Are Markets Rising Everywhere? Investors Can’t Stop Buying Every Dip (Wall Street Journal)
  • The great reckoning in retail (A Wealth Of Common Sense)
  • BREAKING: Paul Manafort, whom the President barely knows, told to surrender (New York Times)
  • How to avoid trading burnout. (traderfeed.blogspot)
  • A big deep dive into the must-read ‘Replicating Anomalies’ paper with its co-author Lu Zhang. (alphaarchitect)
  • A quick look at the likely next Fed chairman. (econbrowser)
  • Slowly big chunks of Japan’s landscape are getting abandoned. (qz)
  • How universities fail finance students. (institutionalinvestor)
  • Urban Carmel, "Bearish market commentary that highlight risk conjure gravitas. Bullish commentary often seems shallow. But remember, in the absence of relevant data, the "base rate" probability is your best guide." (fat-pitch.blogspot)
  • America is over-retailed and that includes restaurants as well. (nytimes)
  • Neil Cybart, "All iPhones will eventually look and feel like iPhone X." (aboveavalon)
  • When, and if, will Amazon ($AMZN) face anti-trust scrutiny? (ft)
  •  Vanguard "greatly concerned" over changes like Congress’s proposed cap on 401(k) plans (philly)
  • Andrew Sullivan: This is the abyss I warned you about a year ago (New York Magazine)
  • Stocks could melt up AND volatility could rise, simultaneously. (themacrotourist)
  • Equity asset classes dominate trailing 12-month performance. (capitalspectator)
  • Why This Cardiologist Is Betting That His Lab-Grown Meat Startup Can Solve the Global Food Crisis (inc)
  • Japan’s investors are a conservative lot. (wsj)
  • These Are the Best Meals Under $40 in New York City (bloomberg)
  • Factor-wise, dividend yield should be avoided. (factorresearch)
  • Companies should hire teams not individuals. (wsj)
  • Hedge fund-like ETFs have NOT been a bright spot for the industry. (citywireusa)
  • ICOs are in the midst of an "ugly speculative phase." (avc)
  • Countries with more liberty have better stock markets. (ETF.com)
  • Beware the plastic bears who dishonestly peddle market doom (ft)
  • Insurance companies are pushing hard into ETFs. (etf)
  • Fundamental managers are increasingly using big-data type tools. (ft)
  • How a diversified portfolio of factors could take on the S&P 500. (investresolve)
  • PE firms are trying to attract semi-permanent capital. (bloomberg)
  • Words matter. (thereformedbroker)
  • Buying is easy. Selling is hard. 5 questions to ask before you take some money off the table. (bloomberg)
  • Apple had to fire an engineer when his daughter made a YouTube video of his iPhone X (ValueWalk)
  • The new Fed chair has been tarnished by the selection process. (bloomberg)
  • Everything regresses to the mean. (beta.morningstar)
  • A closer look at Apple’s ($AAPL) taxes. (fortune)
  • What Anthony Bourdain can teach you about succeeding in business (marketwatch)
  • USAA is now in the ETF business. (etf)
  • Parsing PE performance using IRR is no easy feat. (blogs.cfainstitute)
  • Relative returns are more predictable than absolute reutrns. (papers.ssrn)
  • David Einhorn just started one of the most important conversations we can have in a bubble (businessinsider)
  • In praise of charts: how tables can mislead when dealing with unusual periods of performance. (disciplinedinvesting.blogspot)
  • On the allure of alternative data sources. (blog.thinknewfound)
  • A sense of humor is a good sign of intelligence (World Economic Forum)
  • The world’s cheapest ETF portfolio just hit 0.05%. (etf)
  • Home prices increased 6.1% year-over-year per Case-Shiller. (calculatedriskblog)
  • Chart reading, doth not a trader make. (martinkronicle)
  • How Rex Tillerson Is Remaking the State Department (bloomberg)
  • Google’s "Quantum Supremacy" Moment May Not Mean What You Think (bloomberg)
  • Joe Weisenthal talks with Eric Bachunas and Joel Weber about the rise of ETFs. (bloomberg)
  • Another new all-time low for the President’s approval rating, which is probably fake (NBC News)
  • Cyptocurrency classes are attracting big crowds of college students. (cnbc)
  • How would an ETF basis swap work? (ariweinberg)
  • The Bubble That Never Came (and Other Misconceptions About Treasury Bonds) (researchaffiliates)
  • Evidence is the opposite of fear. (ofdollarsanddata)
  • Amazon ($AMZN) Web Services still dominates cloud computing. (techcrunch)
  • Why a breakup of GE ($GE) is increasingly likely. (bloomberg)
  • On the perfection of the newspaper. (medium)
  • Seven reasons why Snapchat ($SNAP) Spectacles failed. (techcrunch)
  • Is ‘boycott risk’ a priced factor? (alphaarchitect)
  • CME Group ($CME) is planning to launch Bitcoin futures in Q4 2017. (zerohedge)
  • Bloomberg’s new London HQ is both green and cool. (ft)
  • The state of data science and machine learning. (kaggle)
  • Stiglitz: America Has a Monopoly Problem — and It’s Huge (thenation)
  • How to learn how to spot fake news. (npr)
  • The Nasdaq and its ETF business partner, ETF Managers Group LLC, are in the midst of an ugly legal battle. (wsj)
  • A statistical look at the pool of multi-factor ETFs. (cxoadvisory)
  • Will Stronger Borders Weaken Innovation? (strategy-business)
  • It’s hard to have a housing bubble absent rampant speculation. (calculatedriskblog)
  • Academics seem happy to publish papers in worthless, ‘predatory journals.’ (nytimes)
  • Have astronomers discovered our first interstellar visitor? Note: Not aliens (syfy)

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