12/06/16 – Tuesday’s Interest-ing Reads

  • The next few years may be unkind for passive investors. (bloomberg)
  • Using ‘active share’ to calculate how much you are paying in ‘active fees.’ (blog.alphaarchitect)
  • Is the low vol anomaly driven by lottery demand? (blog.alphaarchitect)
  • Rationale for Texas’ Largest Corporate Welfare Program was a "Typographical Error" (texasobserver)
  • Bond ETF investors are swapping into short duration funds. (bloomberg)
  • Apple ($AAPL) says the Watch is doing great. (reuters)
  • You can’t use the CAPE to time a single market. (mebfaber)
  • An excerpt from Michael Lewis’ "The Undoing Project" about NBA executive Daryl Morey and behavioral economics. (slate)
  • American football could fall like the gladiators of ancient Rome (nypost)
  • Why is everybody so darn angry? (medium)
  • How The Bizarre Conspiracy Theory Behind “Pizzagate” Was Spread (buzzfeed)
  • Google Wifi is easy, powerful but expensive. (theverge)
  • What factors really matter to investors. (etf)
  • The ETF price war is spreading. (twitter)
  • Investors have too many choices in their retirement plans. (institutionalinvestor)
  • Good luck trying to find Hatchimals this shopping season. (nytimes)
  • How to build a portfolio of low-cost index funds without using Vanguard. (assetbuilder)
  • Buy Google Wifi for the software. (venturebeat)
  •  Boosting Wages Is Really Hard to Do (bloomberg)
  • The three coolest studies of 2016. (mutualfundobserver)
  • The theoretical case against dividends. (blog.thinknewfound)
  •  Behind the Times’ surge to 2.5 million subscribers (politi.co)
  • How many signals do we really need? (theirrelevantinvestor)
  • Is the Yale Model Broken? (ai-cio)
  • What the best investors in the world know that you need to learn. (athrasher)
  • The case for taking an information diet. (adamhgrimes)
  • You can’t trade effectively if you don’t take time to recover. (traderfeed.blogspot)
  • Every company is a tech company these days, even Tyson Foods ($TSN). (wsj)
  • These two stats from the New York Times should give newspapers hope (poynter)
  • High yield investors are pricing in higher oil prices. (bloomberg)
  • The passive investment space is only getting more competitive. (citywireusa)
  • Do investors want a piece of the rental home business? We will soon find out… (wsj)
  • Size hasn’t had much impact on PE fund performance. (pitchbook)
  • Barry Ritholtz says you will not regret reading "The Undoing Project." (bloomberg)
  • Bond investors are pulling money out of bond funds at a rapid rate. (blogs.wsj)
  • There seems to be a an inverse correlation between CEO leisure consumption and firm performance. (hbr)
  • The stock of negative yield global government bonds is shrinking. (ft)
  • Capital continues to flow into the largest hedge funds. (bloomberg)
  • The U.S. Is a Low-Tax Nation (bloomberg)

Leave a Reply

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