11/30/15 – Monday’s Interest-ing Reads

  • World’s Biggest Pension Fund Loses $64 Billion Amid Equity Rout (Bloomberg)
  • Liquid Alts have failed their investors as a category so far (Financial Times)
  • How rising interest rates affect the price of oil. (econbrowser)
  • Is Medium a threat to WordPress? (scripting)
  • Is closet indexing actionable by investors? (evidenceinvestor.co.uk)
  • Gold is on track for its longest bear market in history. (shortsideoflong)
  • Now is the time of year when everyone starts talking about seasonality. However beware small sample sizes. (theirrelevantinvestor.wordpress)
  • Stephen Breyer, a Justice for the Global Age (bloombergview)
  • Is the acceleration factor a better way to measure momentum? (capitalspectator)
  • What matters more valuation or momentum? (econompicdata.blogspot)
  • What happens if risk factor premiums go away? (awealthofcommonsense)
  • Some favorite follows on StockTwits. (allstarcharts)
  • More people shopped online than in physical stores this Black Friday (Business Insider)
  • Amazon ($AMZN) Prime TV could soon be on the Apple ($AAPL) TV. (techcrunch)
  • Consistent momentum is better than rapid momentum. (blog.alphaarchitect)
  • Private Equity billionaires remaking Illinois from the governor’s office (New York Times)
  • BATS is going to take another crack at an IPO. (wsj)
  • If you were the Fed Chairman what would you do? (bloombergview)
  • The great (growth) normalization is well underway. (pragcap)
  • Amazon Prime Video Coming to New Apple TV Possibly Within a ‘Few Weeks’ (macrumors)
  • 2015 has seen a wide divergence between the haves and have nots, stock-wise. (thereformedbroker)
  • Credit markets are tightening in anticipation of the Fed. (ft)
  • Why isn’t there a great list app? (avc)
  • Why Prime is so central to what Amazon ($AMZN) is doing. (bloomberg)
  • Financial Considerations for Collectors of Art, Antiques and the Esoteric (nytimes)
  • November was an awful month for the commodities complex. (ftalphaville.ft)
  • Early Black Friday Sales Numbers Are Bunk (theatlantic)
  • Chris Christie picks up a possibly campaign-saving endorsement in NH (Union-Leader)
  • Would you let a mystic manage your investment portfolio? (washingtonpost)
  • Are longer lifespans playing a role in low interest rates around the world? (ETF.com)
  • The enclosed shopping mall is fading into extinction. (wsj)
  • Owning an asteroid now legal in United States (marketbusinessnews)
  • Black Friday Just a Day This Year, No Longer a Bellwether (nytimes)
  • Eater’s Manhattan Food Court Guide (ny.eater)
  • On CME Group as equity interest rate proxy (TRB)
  • JP Morgan: “The long period of indiscriminately buying any dip might be coming to an end.” (Zero Hedge)
  • There are two ways to think about hedge funds from a overall portfolio perspective. (dailyalts)
  • Why private equity loves to buy into hedge funds. (ft)
  • Amazon Video on the App Store (itunes.apple)
  • Rethinking fund outperformance. (papers.ssrn)
  • How to maximize the chances of active fund outperformance. (institutional.vanguard)
  • Value, as measured by enterprise multiples, works well in international markets. (blog.alphaarchitect)
  • ETF sponsors launch funds in strategies that have performed well recently. (researchaffiliates)

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