What we are reading on 9/26/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Are Asian Hedge funds popular?
Why Workers Are Losing To Capitalists
Political Forecasting Is For Losers
Disruption coming to the lending business?
Can self-driving cars succeed in India?
Solar power is getting cheap.
Retail stock investors are bullish
Little Things Mean A Lot
Two million investment strategies
Surviving the behavioural arms race
Will The Fed’s Rate-Hike Plans Eventually Trigger A Recession?
McMaster Says US Has “Four or Five” North Korea Scenarios, “Some Are Uglier Than Others”
Bill Blain: “Oil Could Change Everything”
California pension reform – the San Jose model
“There is nothing riskier than the widespread perception that there is no risk.” –Howard Marks
How to Forecast the Future Like a Master Value Investor
It Gets Ugly in Catalonia

Central Bank monitor as of 9/11/2017

Each month, we track the monetary base for the world’s major central banks.  Changes in the monetary base may have an effect on the prices of financial assets such as stocks and bonds.

Notwithstanding a modest retrenchment in October and November (2016), the central banks we cover continue to create money at an astonishing rate. We think the most profligate money printers are Europe and China.

Here is the data through the end of the last month:

 

 

What we are reading on 9/12/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Book Review: Big Money Thinks Small
The Implications Of Low Implied Correlations
How To Start A Blog In The Most Cluttered Marketplace In History
Med School Grads Go To Work For Hedge Funds
What is Escheatment?
The College That Produces Founders At 3 Times The Rate Of Stanford
This Is Why Wework Thinks Its Worth 20 Billion
Gridiron Grit
Hedge funds trading Irma
John Boyd
Yet Again by Howard Marks
Americans Are Losing Faith In College Degrees
Klarman Returns Money?
The world is becoming desperate about deflation
Catalonia’s Independence Showdown Nears, Investors Fret
Finally the Contrarian Warning from Small Investors
‘Contango Killer’ ETFs Planned
Research Affiliates: Time Diversification Redux
Behind the Potemkin Village
Are You Sabotaging Your Portfolio?

What we are reading on 9/5/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Where Money Goes to Die
Competition and Cooperation in Mutual Fund Families
Global Equities Profit Margin Trends
Why Don’t Fund Investors Sell Winners And Hold Losers
Reasons Not To Own The Market Portfolio
The Most Dangerous Trap For Stock Pickers
The Purpose Imperative
Sell disciplines for value investors
The coding bootcamp shakeout…
The Great Equity For Debt Swap
Valuations and mean reversion
Why We Should Really Stop Trying To Contact Aliens
Why Fake News Spreads So Fast On Facebook
A Simple Way To Be More Assertive Without Being Pushy
Be Different
Winner Takes All
How Solar Panels Got So Cheap
Winning The Battle Against Smartphone Addiction
How You Walk Could Flag Mental Decline
Anti-Inflammatory Drugs May Lower Heart Attack Risk Study Finds
Why You Need Be Doing Burpees
Work Out Early
New Neuroscience Reveals 3 Secrets That Will Make You Emotionally Intelligent
The Correlation Structure of Anomaly Strategies
The August jobs report smacked of late cycle deceleration
What Will Markets Do if Congress Pushes US into Default?
Now Capex?
Let’s Talk About Shrinkage (Again)