What we are reading on 5/23/2017

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:
The quants dominate Wall Street
Fat but fit is a myth
Cable cutting is tough on the tertiary channels
Is one’s college major important for later earnings?
Silicon Valley takes aim at indoor farming
Why Value Stocks Have Disappointed
Taking a social media fast
What’s happening to the volatility of volatility?
Is the Left winning the battle of ideas?
Do liars look a certain way?
What does it mean when AI can reproduce?
Is housing constraining the Fed?
Factor research problems
We are in the age of behavioral finance
Ford made the head of autonomous its new CEO
Hussman’s latest
Do anomalies replicate as much as they should?
Is CAPE broken?

What we are reading on 5/19/2017

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:
What to do about the unknown unknowns?
Maybe low spending is how they go rich?
Are you ready for a volatility increase?
Managed futures and volatility
Cryptocurrency bubble?
Do companies tailor dividend policies to investor preferences?
The real estate flipping boom
Insights into the student loan mess
The importance of thinking time
Are older physicians less competent?
Is the Trump trade over?
EV/AV coming faster than expected?
Message boards may not be a good source of stock ideas
Precious metals research survey
The Right Dose Of Cannabis Reverses Brain Ageing. What about the wrong dose?
Is shorting the VIX a crowded strategy?
Why pay money to go the gym?

What we are reading on 5/16/2017

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:
Overview of investing in farmland
Lifestyle changes and Alzheimer’s
Eating right and longevity
Why volatility is low
How to build a multifactor fund
Some interesting ETF launches
Pay for college through crowdfunding?
On persuading prospects
Cash flow needs versus income replacement
Will active management make a comeback?
Retail investors are buying corporate bonds
Emerging markets are surging
Volatility is low across multiple assets
Hussman’s latest
What happened to sell in May?
Pzena Q1 commentary
Waiting for the perfect investment conditions
A system for managing your records

What we are reading on 5/12/2017

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:
Return assumptions may be too high
That’s a lot of reading!
The Zeigarnik Effect
A Platform To Democratize Alternative Investments
Precious metals and blockchain
Nearly Half of All College Grads Are Returning Home
Traders Ask What Will Rouse Markets When Trump and Twitter Can’t
How Johnny Depp Blew Through His Millions
More And More An Inventory Story
Why Bank Loan ETFs Offer Yield Opportunity
Hartford circles the drain
Hussman’s latest
Improving the Magic Formula
Momentum trading the cryptocurrencies
Valuations in the Emerging Markets

What we are reading on 5/5/2017

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:
Connecticut’s tax woes
People pile in at the top
The rising cost of retirement
Interest rates and stock valuations
A new take on momentum
The amazing story of Isaac Lidsky
What is the true rate of inflation?
Patience and beating the market
Synthetic retina (!)
Puerto Rico BK. Illinois next?
What is Occam’s Razor?
What is Hanlon’s Razor?
General Mattis on reading
LBOs are getting pricey

What we are reading on 5/2/2017

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 ETFs distorting the market?
People believe in unicorns
Is someone manipulating the VIX?
What is the capacity of smart beta?
Winning versus not losing
The Pomodoro Technique
Investment research productivity
How will the Fed unwind its balance sheet?
Is the Army pivoting?
Hussman’s latest
How to overpay for an index fund

What we are reading on 4/28/2017

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:
A review of TAA performance
Reconciling tax cuts with debt growth
The different thinking patterns of bond and stock investors
Returns are decelerating in the farm belt
Passive has its risks
Risk management must consider fat tails
Autonomous vehicles and package delivery
A case against indexing bonds
Is global trade growing again?
Start investing early
Vulture investors want to become long-term investors.
Index funds are very popular
Scrutinizing an old market saw
Even the pros can get burned speculating
Keeping the weight off
There’s more to it than an algorithm
The challenge of value investing

What we are reading on 4/25/2017

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:
The unevenness of skill development
Quants versus stock pickers
Autonomous vehicles are coming
And now … flying cars?
Can retailers master big data in order to survive?
Is angel investing worth it?
Cell phone use while driving is very popular
Cycling is good for health
Don’t let fear psych you out!
Bring on the dopamine!
Sorghum syrup.
The professors who became activist investors
Indoor farming is growing
Is the threat of climate change about to effect Florida real estate pricing?
The pension dominoes are starting to fall …
Will electric trucks be available sooner than expected?
Parents probably should not borrow money to send the kids to college
Hussman’s latest

What we are reading on 4/21/2017

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:
Anti-corporatism seems popular
Wisdom from Howard Marks
Ted Williams and investing
The many errors in investing
Is EM shaping up?
The advantages of collaboration
Junk bond asset allocation
On the benefits of stress
What’s going on with the most successful people?
Pension plan restructurings
Wage stagnation
Investment quotations
Disintegrating Obamacare
Road testing autonomous vehicles
Fear is a great change agent

What we are reading on 4/18/2017

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:
On the relationship between momentum and sentiment
Investment returns and active bond management
Do CEOs game the numbers in order to pad their compensation?
Do ETFs function effectively for emerging markets bonds?
Sleep is the new status symbol.
Hussman’s latest
Making the case against dividends
Can an ETF become too big?