11/02/15 – Monday’s Interest-ing Reads

  • Hotels are on pace for their highest occupancy in 2015. (calculatedriskblog)
  • FRB/US Model Packages (federalreserve.gov)
  • The effect of “news momentum” on stocks. (papers.ssrn)
  • What is the $VIX good for? (econompicdata.blogspot)
  • Why are interest rates so persistently negative? (marginalrevolution)
  • LOL, iPads are the new babysitters (New York Times)
  • The October ISM manufacturing index was barely above 50.0. (calculatedriskblog)
  • The decline in commodities stands out against other asset classes. (shortsideoflong)
  • The global economy is weak but not weakening any further. (blogs.ft)
  • How some investors actually made money in emerging markets this year. (wsj)
  • International Equity ETFs’ Record Setting Year (ETF Trends)
  • Rising Temperatures Kick-Start Subarctic Farming In Alaska (npr)
  • Which of four asset allocations work best? (blog.alphaarchitect)
  • High yield ETFs are for tactical exposure, not a strategic allocation. (ft)
  • A Dozen Things I’ve Learned from Charlie Munger (25iq)
  • October’s returns “came out of nowhere.” (thereformedbroker)
  • October asset class performance was dominated by equities. (capitalspectator)
  • Philip Fisher via Michael Batnick on the right time to sell big winners (Irrelevant Investor)
  • Why you want your target-date fund to be average. (marketwatch)
  • The Republicans are right. We in the media do suck. (washingtonpost)
  • 5 interesting ETF stats from October. (bloomberg)
  • Goldman Sachs ($GS) wants to get deeper into lending to renewable energy. (blogs.wsj)
  • Fed’s Updated Model of Economy Suggests It’s Time to Raise Rates (bloomberg)
  • The November Mutual Fund Observer commentary is up with a look at the controversy surrounding the Sequoia Fund and Valeant ($VRX). (mutualfundobserver)
  • Apple ($AAPL) continues to buy back shares hand over fist. (aboveavalon)
  • Just how are active are hedge funds? (abwinsights)
  • Corporate bond markets are still wide open for issuers. (wsj)
  • It’s hard to believe today, but 10 years ago Wikipedia was widely considered a doomed experiment (medium)
  • GOP: From now on, the only debate questions we’ll allow must be about candidates’ relationship with the lord (Washington Post)
  • Your Brain Is Primed To Reach False Conclusions (fivethirtyeight)
  • Building a better model to forecast Treasury bond returns. (etf)
  • HP has split up. Meet HP Inc. ($HPQ) and HP Enterprise ($HPE). (wsj)
  • Why we so often fall for a “good story.” (bloombergview)
  • Has the next giant financial crash already begun? (Guardian)
  • On the positive influence of women on corporate performance. (blog.alphaarchitect)
  • Microsoft Sees That Apple Has Been Right All Along (recode)
  • What Henry Blodget is now planning for Business Insider. (capitalnewyork)
  • Charlie Munger is not done bashing Valeant Pharmaceuticals ($VRX). (bloomberg)
  • Have the financial markets failed investors? (evidenceinvestor.co.uk)
  • The case against momentum stocks from a value investor. (theinvestorspodcast)
  • Salesforce ($CRM) has been a powerhouse venture investor. (businessinsider)
  • Bonds Send Same Ominous Signs No Matter Where in the World (Bloomberg)
  • The biggest difference between the real world and academia (A Wealth Of Common Sense)
  • Is the Economy Really in Trouble? A Debate (nytimes)
  • Why you aren’t getting more accomplished right now. (qz)
  • One Dozen Thoughts on Dealing with Risk in Investing for Retirement (alephblog)

Leave a Reply

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