12/09/15 – Wednesday’s Interest-ing Reads

  • “All-weather portfolio” is a misnomer: no strategy works all the time. (basonasset)
  • Now Yahoo ($YHOO) is planning to spin-off its core business. (nytimes)
  • The muni bond yield curve has flattened dramatically. (bloomberg)
  • Howard Marks spoke at the Goldman Financial Services conference yesterday – his remarks here: (ValueWalk)
  • The Jobs and Workers of Tomorrow (jedkolko)
  • A Strong Dollar Hurts China More Than the U.S. (bloomberg)
  • High beta stocks have been underperforming since April. (crossingwallstreet)
  • Teenagers have moved over to another anonymous app, After School. (washingtonpost)
  • Wealthfront it still building capabilities to serve consumers in the robo-advisor space. (riabiz)
  • Active domestic stock managers have one last shot to make their case, but it will require a bear market. (news.morningstar)
  • Why are 403(b) plans so uniformly awful? (tonyisola)
  • Why there will never be an Uber or Airbnb in fintech. (blogs.reuters)
  • Oaktree Capital ($OAK) sees plenty of opportunities in distressed debt. (bloomberg)
  • Do you really want your financial advisor tweeting about macro events? (evidenceinvestor.co.uk)
  • What Are You Afraid Of? (theness)
  • Can you time the stock market? A simulator. (betterment)
  • You’ll never guess who bought the $2 million Wu-Tang album. I’m so depressed now. (Bloomberg)
  • Dow Chemical and DuPont Are in Advanced Talks to Merge (Wall Street Journal)
  • Most violence in the world is motivated by personal morality (qz)
  • Hedge funds lick wounds after tough year (ft)
  • Emerging markets have found their contrarian magazine cover. (marketwatch)
  • 10 ways to maximize Social Security benefits under the new law. (thinkadvisor)
  • Should Dow Chemical ($DOW) and DuPont ($DD) is would be a failure of nerve. (wsj)
  • Private Equity Fees Are Sky-High, Yes, but Look at Those Returns (nytimes)
  • Yahoo is no longer spinning Alibaba, now what? (Barron’s)
  • 6 financial ‘to-dos’ to accomplish before year-end. (vanguardblog)
  • A new edition of Essential Listening is up with takes on forecasting, robots and nootropics. (blogs.cfainstitute)
  • Why you should be optimistic about the US economy. (calculatedriskblog)
  • What happened to the small cap value premium? (blogs.cfainstitute)
  • 10 ways to wreck your portfolio. (investingcaffeine)
  • I’m proud and honored to be among LinkedIn’s Top Voices of 2015 (LinkedIn)
  • Why hedge funds should skip recruiting Economics PhDs. (bloombergview)
  • Large balances at retirement are great but what matters is income over your lifetime. (pionline)
  • Why pension funds need a ‘process over outcome’ mindset. (awealthofcommonsense)
  • Why the west’s view of the Saudis is shifting (ft)
  • Stocks and commodities have become all one trade (Wall Street Journal)
  • TIME’s Person of the Year is Angela Merkel. I would have guessed North West or “Active Shooter” (TIME)
  • Urban Carmel on market trends (Fat Pitch)
  • The biggest lesson learned as a trader in 2015. (athrasher)
  • Why being a mobile app developer is so difficult. (mahesh-vc)
  • Chinese tech firms are de-listing in the US only to re-list in China. (wsj)
  • Apple’s ($AAPL) Smart Battery is smarter but is it better? (sixcolors)
  • Why StockTwits is a great resource for traders. (ibankcoin)
  • Hedge-Fund Rout Leaves Pensions With Little to Show for the Fees (Bloomberg)
  • Rising rates don’t doom REITs. (etf)
  • How big are ETMFs going to be? (thereformedbroker)
  • T-bill rates are on the rise. (next.ft)
  • The 2-Degree Warming Limit Is Arbitrary And Beside The Point (fivethirtyeight)
  • Three ETF issuers that are having a good year. (etf)
  • Pension funds have paid a lot of fees to PE firms but by and large it has been worth it. (nytimes)
  • Millennials overtook baby boomers as the largest voting-age group in the U.S. this year, and they’re poised to become a political force: The Millennial Takeover (bloombergview)
  • Nir Kaissar, ‘(I)f you want meaningful expected price appreciation from real estate, buy a REIT and rent your home. Homes are wonderful places to raise a family. They aren’t great investments.” (bloomberg)
  • The labor market supports a Fed decision to raise rates. (blogs.wsj)
  • Your Brain Is Killing Your Returns (realinvestmentadvice)

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