11/09/15 – Monday’s Interest-ing Reads

  • Why do investors prefer dividends? (etf)
  • Bill Introduced to Require Hedge Funds to Disclose Holdings More Frequently (wsj)
  • Another example of a much-hyped hedge fund manager hitting the wall. (wsj)
  • A panics and bubbles reading list. (noahpinionblog.blogspot)
  • Global deflation fears are now abating. (blogs.ft)
  • Deconstructing the low volatility anomaly. (quantpedia)
  • BRIC is officially dead (The Reformed Broker)
  • Ugh. Yahoo ($YHOO) has hired McKinsey to explore “strategic alternatives.” (recode)
  • We are in the midst of a US profits recession. (ft)
  • The indexed Vanguard Tax-Exempt Bond ETF ($VTEB) is now live (and cheap). (wsj)
  • The BRIC era is officially over at Goldman Sachs ($GS). (bloomberg)
  • Why Due Diligence Is Broken, and How 18 CIOs Would Fix It (ai-cio)
  • US credit growth remains positive. (shortsideoflong)
  • A 30% position in any stock is way too much. (howtobeananalyst)
  • Bond indices are not perfect but then again neither are active managers. (canadiancouchpotato)
  • Venture capital and private equity drive the differences in endowment fund returns. (markovprocesses)
  • All emerging market equity indices are below their 200 day moving average. (shortsideoflong)
  • Vanguard white paper outlines some successful traits for an active strategy (Vanguard)
  • Demand for buyout loans is shaky. (wsj)
  • A Hedge Fund Sales Pitch Casts a Spell on Public Pensions (New York Times )
  • Do target date funds oversimplify things too much? (blog.alphaarchitect)
  • How genetics and experience affect investor preferences. (etf)
  • The Best Steaks in New York, According to Top Chefs (bloomberg)
  • Why we blog (ETF.com)
  • On the performance persistence of commodity trading advisors. (papers.ssrn)
  • The smartphone is the new computing mainstream. (ben-evans)
  • Three common backtesting pitfalls with easy solutions. (capitalspectator)
  • The ultimate Apple ($AAPL) iPhone 6s review. (anandtech)
  • Bonuses expected to drop for the first time since 2011 (Zero Hedge)
  • Buying individual stocks adds stress to your life. (sharpereturns.ca)
  • Public timber REIT options are shrinking: Weyerhauser ($WY) and Plum Creek Timber ($PCL) to merge. (blogs.barrons)
  • What happens when you add a trend portfolio to your global portfolio? (mebfaber)
  • A Hedge Fund Sales Pitch Casts a Spell on Public Pensions (nytimes)
  • Why would pension funds ever invest in hedge funds? (bloombergview)
  • OECD Trims Global Growth Forecast on Emerging-Market Slowdown (Bloomberg)
  • The stock market is a coin-flip on a daily basis. On a decade-basis…. (awealthofcommonsense)
  • Google ($GOOGL) search volume as a measure of investor inattention. (papers.ssrn)
  • Venture capital backed firms, public and private, are a major part of the US economy. (papers.ssrn)
  • Goldman: Here is how US corporations will use their cash i 2016 (Bloomberg)
  • On the advantage of simple asset allocation strategies. (aaii)
  • What will researchers use in place of the Fed funds rate to measure monetary policy? (econbrowser)
  • Is the value premium disappearing? (bloombergview)
  • Have all of China’s margin players been washed out? (ftalphaville.ft)
  • How disruptive designs wrote automotive history (classicdriver)
  • Three ways to help deal with drawdowns. (traderfeed.blogspot)
  • Silicon Valley turns science awards into the Oscars (Quartz)
  • The Discovery of Statistical Regression (priceonomics)
  • Streaming Smackdown: Comparing the 10 Top Services, Costs and What They Offer (hollywoodreporter)
  • Not surprisingly female workers do a better job managing their 401(k) plans. (institutional.vanguard)
  • The Uberization of Money (wsj)
  • If you like Marco Rubio, definitely don’t click this link about his economic plan (New York Magazine)
  • Human Cost Rises as Old Bridges, Dams and Roads Go Unrepaired (nytimes)

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