11/21/17 – Tuesday’s Interest-ing Reads

  • Harvard is thinking about spinning out its real estate management. (bloomberg)
  •  Investors bet against happy holidays for retailers (ft)
  • Is the amount of cash a company holds, a priced factor? (etf)
  • How to Hire a Behavioral Scientist (behavioralscientist)
  • Can Fama-French alphas be used to run a sector rotation strategy? (allocatesmartly)
  • Economist Dan Ariely has a fix for our financial foibles (reuters)
  • Why you should walk upstairs instead of yelling. (sethgodin.typepad)
  • How to turn a bad day around. (fastcompany)
  • How to break up with a toxic friend. (tim.blog)
  • 6 Reasons For David Swensen’s Success at Yale (awealthofcommonsense)
  • Why you should expect to see more MLP conversions. (bloomberg)
  • Why fund firms are skipping a generation to higher younger CEOs. (institutionalinvestor)
  • SEC employees generate abnormal returns. (papers.ssrn)
  • Can Fama-French alphas be used to run a sector rotation strategy? (allocatesmartly)
  • What can we learn from GE’s ($GE) fall from grace? (blog.independenceadvisors)
  • Why trend-following works. (etf)
  • The spread between GDP growth and the Fed funds rate is still wide. (bloomberg)
  • "Commodity markets offer a wide set of alternative risk premium opportunities." (mrzepczynski.blogspot)
  • Everything you need to know about hedge fund conversions. (wealthmanagement)
  • Is there a way to quantitatively identify a bubble before it bursts? (alphaarchitect)
  • Why Worriers (Usually) Get the Market Wrong (wsj)
  • Why finance needs both the Famas AND Thalers of the world. (alphaarchitect)
  • Research shows that the rise of Estimize has changed how the sell-side makes earnings estimates. (papers.ssrn)
  • Do factors work in international equities? (wisdomtree)
  • How much data should you use to calculate a risk-parity covariance matrix? (blog.thinknewfound)
  • Joel Kotkin, "Suburbia dominates the geography of the middle class." (ocregister)
  • Economics has its own replication problem. (onlinelibrary.wiley)
  • Yale’s Endowment Learns Hard Diversification Lesson (barrons)
  • The Chicago Fed National Activity index ticked up in October. (calculatedriskblog)
  • Retailers Try New Pricing Tricks to Battle Amazon on Black Friday (wsj)
  • The Latest Path to Silicon Valley Riches: Stake sales in startups instead of IPOs (wsj)
  • Deathblow Dealt to Dark Matter Disks (quantamagazine)
  • People buy more stuff on sunny days. (papers.ssrn)
  • HFT traders are now trading Bitcoin. (bloomberg)
  • Spam is back: It seemed like we had defeated electronic junk mail. Then the spammers rose from the dead. (theoutline)
  • The CME ($CME) is still looking at 2017 to launch Bitcoin futures. (reuters)
  • Stock market returns drift in the direction of FOMC policy changes. (papers.ssrn)
  •  As Silicon Valley Gets "Crazy," Midwest Beckons Tech Investors&#xA0 (nytimes)
  • Eight Wines for Thanksgiving, Under $25 (bloomberg)
  • Why Apple’s ($AAPL) HomePod is three years behind Amazon’s ($AMZN) Echo speakers. (bloomberg)

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