12/21/15 – Monday’s Interest-ing Reads

  • 10 pieces of research practitioners should check out from 2015. (blogs.cfainstitute)
  • “Friends do not sell friends overpriced investment products or expensive insurance that they do not need.” (A Teachable Moment)
  • Did Fair-Value Accounting Contribute to the Financial Crisis? (nber)
  • The unofficial Goldman Sachs guide to New Year’s resolutions (businessinsider)
  • Shkreli thinks his arrest was political, and not tied to his ponzi scheme (Wall Street Journal)
  • 2015 in Graphics (bloomberg)
  • Music in the brain: For the first time, scientists identify a neural population highly selective for music. (news.mit.edu)
  • Absolute momentum can help shift the distribution of returns…to the better. (dualmomentum)
  • Goldman Sachs: 21 of the World’s Most Interesting Charts (bloomberg)
  • Lessons from theOil Market Collapse of 2014-2015 (buckdeerstocksweekendreading.wordpress)
  • “I always notice a similar uptick in the amount of people looking to get their finances in order around this time of year” (A Wealth Of Common Sense)
  • Why Mars should be independent from Earth (bbc)
  • Yes, the asset manager stocks are cheap – with good reason (TRB)
  • The force is strong in this firm: Disney is making a fortune and safeguarding its future by buying childhood (economist)
  • Avoid companies with CFOs with a low golf handicap. (blog.alphaarchitect)
  • Michael Wolff on the end of Yahoo: ” All will be resolved, with bodies littering the stage.” (USA Today)
  • Momentum crashes cannot be ignored. (investorfieldguide)
  • BoJ goes into full-on mad scientist mode, asks ETF industry to create smart ETFs for it to buy (Bloomberg)
  • Are anomaly returns a function of risk or mispricing? Some evidence. (blog.alphaarchitect)
  • Inside Google’s Quantum Computing Lab, Questing for the Perfect Computer (technologyreview)
  • Why the last two weeks of the year matter for stock investors (Fundamentalis)
  • ETF Investors Have Spent $24 Billion Trying to Call a Bottom in Oil (Bloomberg)
  • Another Delay for an Upstart Stock Exchange (nytimes)
  • The Big Short: Was It Greed Or Accounting Rules? (forbes)
  • Star Wars: Believe it or not, it’s a hit! (LA Times)
  • Why chasing recent performance usually ends in heartbreak. (etf)
  • Corporate managers undertake spinoffs to “refocus” their organizations. (papers.ssrn)
  • On the payoff to illiquidity. (news.morningstar)
  • Has momentum run out of steam? (philosophicaleconomics)
  • The case for pursuing higher expected returns in overseas stock markets (ETF.com)
  • 2015 Was a Year of Contradictions (barrons)

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