What we are reading on 7/25/2017

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:
Steps To Jump Starting A Stalled Job Search
The Real Value Of A Finacial Advisor
Is the Crypto Coin Market a Ticking Time Bomb?
The New Supply Side Economics Fueling Asset Bubbles
On Simple Markets
Is Managed Futures Now Mainstream?
The state of investing in Europe
Global Green Shoots
Getting Help
When Should We Eat?
Many People Can’t Tell When Photos Are Fake Can You
Why Aren’t Students Showing Up For College
The Myth Of Drug Expiration Dates
This Is Why Its So Hard To Be A Contrarian Investor
Overvaluation is NOT Due to Passive Investing
Separating Positions from Allocations
Trick Question: How is the Momentum Factor Performing YTD?
Academic Research Insight: When Does International Investing Make Sense?
Coin Flip Investing
Could The US Default Due To A Complexity Catastrophe?
Sometimes the crowd is right?
Checklist Investing: This is How You Get an Edge over the Market
4 Invaluable Investing Insights from Guy Spier
Want To Live Longer? Be Neurotic
Salient features of bull market peaks
Low-cost demands spurring managed futures evolution
The Problem with Being a Top Performer

What we are reading on 7/18/2017

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:
Chipmunk speed podcasts
Science takes a look at getting a good night’s sleep
Is it time to change your diet?
What creates happiness? Experiences or stuff?
Coffee and your health
People regret choosing English as their college major
The Mexican Peso has recovered its losses from the election
Trend Following Research
Why Grim Reaper of Retail Hasn’t Claimed Best Buy
Academic Research Insights: Does the Scope of the Sell-Side Analyst Industry Matter?
What You Need to Succeed in Investing (Hint: It’s Not Genius Brain)
Should the real debate be about robots in education?
What’ll Happen to US Commercial Real Estate as Chinese Money Dries Up?
Even the Most Fiscally Fit States Have Pension Problems
Another Reason Men Don’t Work: Imaginary World More Enjoyable than the Real World
Institutional investors, real assets and inflation protection
The Wrecking Ball
Bank of England sounds the alarm
The Weight Of The Wait
The Self-Care Conundrum

What we are reading on 7/14/2017

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:
I guess it’s all about who you know …
Analyst coverage means something
Evaluating TAA
Investor biases in model portfolios
All about a 529 plan
CTAs continue to perform poorly
Studies Find High Achievers Underestimate Their Talents While Underachievers Overestimate Theirs
Every Great Investment Hurts
Value investing has been tough for a while
Reasons Emerge for Worst Chain-Restaurant Slump since 2009
Unwinding QE will be “More Disruptive than People Think”
Few Bets. Big Bets. Infrequent Bets
Auto Time Bomb: Slowdown Coming Up, Manufacturing Has Peaked This Cycle
The Loneliness of an Entrepreneur
Low-Volatility Stocks Are Having A Rough Summer
The curious world of micro caps
How to Save Even More
Steady global growth masks worsening emerging market performance
Our nutrition modulates our cognition.

What we are reading on 7/11/2017

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:
Best Way Add Yield Portfolio
Is secure texting the new thing?
Strategies for reducing social media usage
A podcaster looks back on his first year
Should you care about blockchain?
All work and no play …?
From couch potato to 100-miler
Prefab skyscrapers?
The end of big oil?
Color and perception for investors
The Curious World Of Micro Cap Investing
Indexing’s effect on the market
The Death Of The Mall
Do Security Analyst Recommendations Bet on or Against Academic Findings?
The Shock of Mortality
What Would It Take for Me to Become a Buy-and-Holder?
The Return Of The Minsky Moment
Average Savings By Age: How Do You Rank?
All Electric Remote Control Trucks: Can the Concept Work?
Downside Protection – Methods and Horizons
Patience – A Possible Win-Win
Normalizing Earnings and Real Rates
Hussman’s latest
New paper provides evidence-backed insights on how not to come across as a jerk

What we are reading on 7/5/2017

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:
Autonomous vehicles, huge gaping sinkholes and your portfolio
Funds in Registration
Self interruption
Convincing avatars are on the way
Things Every Person Should Do After 9PM
For Exercise Nothing Like The Great Outdoors
Searching For Alpha
Bob Rodriguez – We are Witnessing the Development of a “Perfect Storm”
A Century of Evidence on Trend-Following Investing
Global Demography: Birth Dearth & Urbanization
Stoic training … for free!
Are We In A New Inflation Regime
Stimulant Bender
The Best Simple Business Models
Cheer you up true story from Maine
Neural measures reveal lower social conformity among non-religious individuals.
An Uncertain Future for Asset Managers
The Problem of Our Time: Disunity and Hyperglobalization
Should You Invest in Cryptocurrencies? (And What Are They Anyway?)
Is Massachusetts the Next Epicenter of Fintech?
Meaningless Accelerating Scores Yield Better Performance
Cracking the Popularity Code
As The S&P 500 Becomes One Giant ETF, BofA Has Four Major Warnings

What we are reading on 6/30/2017

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:
Risk adjusted momentum
Another tax avoidance scheme for the wealthy!
Imagination versus willpower
Squeezing life out of that clunker
Retired or Fired: How Can Investors Tell If a CEO Was Pressured to Leave?
Well duh … science says don’t give your money to psychopaths
A contrary view on diversification
The psychology of misjudgment
State pension burdens grow worse …
Happiness research
Costs and Benefits of Consuming
Diversification = pain
A bond timing model
Time, time, time
Is there a case for local currency EM debt?

What we are reading on 6/27/2017

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:
More on the indexation end game …
How to lose a half a million dollars
Bubbles
Vanguard Preps To Offer Actively Managed ETFs
Are there any Einsteins in the investment business?
Japan’s bubble
Lessons From The Last Bear Market
2017 v. 2000
College kids are investing in Ethereum
Conspicuous Consumption Is Over …
All Mental Models Are Wrong
The number of stocks keeps falling …
Are US stocks overpriced?
How to train smarter
An interesting app: Trim
Risk management with moving averages
Intensive Stock Research Can Be Injurious to Your Financial Health
The Third Mandate Is Official
Hussman’s latest
The Volatility-of-Volatility Term Structure
Improving U.S. Stock Return Forecasts: A ‘Fair-Value’ CAPE Approach
Unusual Early Retirement Withdrawal Strategy
The Problems with Indexing
Why Can’t ‘Winning’ Active Managers Keep on Winning?

What we are reading on 6/23/2017

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:
Thoughts on Why the Stock Market Keeps Going Up, Up, Up
When “Helicopter Parents” Hover, Even in Workplace
CAPE Fatigue
Hyperbole or Reality? Investor Response to Extreme Language in Earnings Conference Calls
Hidden In Plain Sight A Powerful Way To Beat The Market
Option writing as a strategy
Blockchain 101
Ethereum, the digital currency
Great News: There’s Another Recession Coming
Walker’s Manual of Unlisted Stocks
“You want winners?” – A story of crazy speculation
Pension Funds Have $4T Hole, Even A 5% Market Decline Could Be Catastrophic
Data Says Fed Is Making A Mistake
ETF Watch: Horizons Plans Covered Call Fund
Feds Labor Market Forecasts Don’t Make Sense
How to implement the Magic Formula investment strategy
Reasons It is So Hard To Think Like A Scientist
Where in the World Can Value be Had in the Equity Markets?
The Emotion That Does Motivate Behaviour After All
Taking Notes Has This Ironic Effect On Your Memory
What Your Sleep Position Says About Your Personality

What we are reading on 6/20/2017

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:
Getting stuff done
JPM raises money for distressed shipping investments
Focus on what you can control
Asset allocation, momentum and diversification
Is passive in a bubble?
How what we read affects us
Improving break time
An easy way to get more time?
Amazon, Whole Foods and the Restaurants
An expensive mistake: not completing college in four years
Another benefit to low-carb eating
The timing of earnings news
Maybe we shouldn’t talk publicly about our stock picks?
Can Two Schools of Thought on How Stock Investing Works Co-Exist?
The Passive Investing Mirage And The Disintermediation Of Active Mutual Fund Managers
Morningstar analyzes market neutral funds
Which Has It Right, the Stock Market or the Bond Market?
Factoring in Factors
Argentina (!) Sells 100-Year Dollar-Denominated Junk Bonds
Amazon to Slash Jobs at Whole Foods, Dump Cashiers, Switch to Cheaper Products in Price War with Wal-Mart
Jim Rogers Bracing For Crash
We Are All Insurers Now
How I Ditched Debt: Lauren Greutman
Another Part Of The Real Estate Market Is Starting To Crumble
Its Time For Wall Street To Stop Its Wishful Thinking About Washington
Leave Illinois alone?
How to wind down a $4 trillion balance sheet
The Search for Crisis Alpha: Weathering the Storm Using Relative Momentum
Risk And Return Within The Stock Market
Terrorist psych
Weekend reading: The value versus growth battle continues
Is inflation breaking out?
The Dead Giveaways of Imperial Decline

 

What we are reading on 6/16/2017

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:
To See the Future, Look at the Cities That Are Shaping It
While Undoing One Mistake, Is the Fed Making Another?
A Worrying Reason Active Funds Can’t Beat Passive Funds
Dancing with activists
Your Home Country Is Inseparable From Your Withdrawal Rate
Paying Too Much for Growth: A Limited Attention Effect
Real Time Factor Performance
Bitcoiners Are Freaking Out Over The Flippening
Why Social Security Should Not Be Invested In The Stock Market
How To Avoid Stock Market Distractions
How A Quant Does Money
Goldman Sachs Mulls Death Of Value Investing After Losing Decade
Efficiency Secrets
Active Share: Does it Predict Fund Performance?
Stock Exchange: Can Psychology be Applied to Market Behavior?
Why Actively Managed Mutual Fund Performance Is About To Improve
Illinois teeters
Business Inventories Sink
Retail Sales Dive
Where is all the Managed Futures Money Going?

Why Bother Using Alternatives Anyway
Managed futures setting stage for dramatic growth
Low-vol investing: Simple may no longer be beautiful
A new tool for gauging the U.S. economic cycle
How to worry less and save more
The One Ingredient Necessary For Achieving Financial Independence
The Research Affiliates asset allocation website has had a makeover
This Is What The Blowoff Stage Of A Stock Market Bubble Looks Like
Bill Fleckenstein On Central Bankers, Financial Bubbles And White Burgundy
The Stars Are Starting To Align For Gold Bulls
The Greatest Bubble Ever