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Longform links: blue crab blues
The brainResearchers are becoming more optimistic in the fight against Alzheimer's. (ft.com)Much of what you know about concussions is wrong. (qz.com)Neuroscience is merging with computing....
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Saturday links: a crumbling empire
EVsThe math is complicated but EVs running on coal-generated electricity are still greener than traditional ICE autos. (bloomberg.com)For city dwellers not having a garage makes having an EV difficult,...
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Top clicks this week on Abnormal Returns
Top clicks this weekA handful of solid investment rules will outperform a more complicated process. (ofdollarsanddata.com)Items you shouldn't cheap out on. (financialsamurai.com)8 money mistakes to...
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Sunday links: unfounded confidence
StrategyInternational stocks are still pretty much making up for a bad 2014-2016. (theatlasinvestor.com)Managed futures have performed pretty much in line for the YTD. (mrzepczynski.blogspot.com)Many...
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ETF links: R&D labs
The bizBlackrock ($BLK) and Vanguard are on track to have $20 trillion in AUM. (bloomberg.com)A Q&A with Will Rhind of startup ETF provider GraniteShares. (etfdb.com)ETFsFive things to think about...
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Monday links: access to the Internet
MarketsJust how low volatility has been in 2017. (bloomberg.com)The slope of the yield curve is not a concern yet. (ftalphaville.ft.com)Just in case you needed another lesson in why you shouldn't mix...
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Research links: false finance
FactorsEveryone is a factor investor in one way or another. (alphaarchitect.com)The case for using multiple factors vs. value alone. (factorresearch.com)Do factor portfolios survive transaction costs?...
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Tuesday links: obviously wrong
StocksWhat the 'ultimate stock pickers' are buying and selling. (beta.morningstar.com)Notes from the 2017 London Sohn Conference. (marketfolly.com)StrategyHow financial history can give us a false...
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Personal finance links: ideal plans
Robo-adviceWhat regulators need to consider about robo-advisors. (papers.ssrn.com)Morgan Stanley ($MS) now has its own robo-advisor. (wsj.com)401(k)How to fix the problem(s) of small employer 401(k)...
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Wednesday links: the robots keep coming
StrategyBeware information without meaning. (theirrelevantinvestor.com)You can safely ignore pretty much all 2018 financial forecasts. (pragcap.com)Under what conditions do bubbles form?...
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Startup links: minimum critical mass
CoinbaseCoinbase, as a company, is drinking water from a fire hose. (nytimes.com)Coinbase is the breakout startup of 2017. (blog.semilshah.com)KnowledgeThis is a great tweetstorm of: "Things Many...
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Thursday links: coming down to earth
MarketsMomentum has been THE factor of 2017. (capitalspectator.com)Have investors lost faith in buybacks? (bloomberg.com)2016's worst performers didn't bounce in 2017. (bloomberg.com)StrategyActionable...
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Podcast links: tipping tales
The BizApple ($AAPL) ruined its Podcast app. (slate.com)FinanceGeorge Pearkes talks with Eddy Elfenbein portfolio manager of AdvisorShares Focused Equity ETF ($CWS). (bespokepremium.com)Barry Ritholtz...
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Friday links: crazy antics
Real assetsThe case for real assets. (thefelderreport.com)Why MLP shares are stuck in a rut. (bloomberg.com)BuybacksCapex spending is often rewarded during boom periods....
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Longform links: the spirit of curation
InvestingTwo centuries of momentum: an overview. (blog.thinknewfound.com)A deep dive into Blackrock's Systematic Active Equities group that is the cornerstone of their quant strategy. (ft.com)An...
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Saturday links: the new kale
EVsThe Nissan Leaf is a nice car but it doesn't go as far as the Chevy Bolt on a charge. (wsj.com)Porsche's Mission E is potent competition against Tesla ($TSLA) Model S. (nytimes.com)What Model 3...
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Top clicks this week on Abnormal Returns
Top clicks this week on the siteMichael Batnick, "The smartest investors have to scrape and claw for the ephemeral edges. The rest of us, who have no business playing this game, would be wise to go the...
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Sunday links: a relentless pursuit
MarketsIt's been a long time since the S&P 500 breached its 200 day moving average. (disciplinedinvesting.blogspot.com)Market volatility has picked up, albeit from low levels....
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ETF links: tax-efficient not tax-immune
ETF linksInstitutional investors are switching from futures to ETFs for asset class exposures. (ft.com)ETFs are tax-efficient vehicles but they are not tax-immune. (morningstar.com)Blackrock ($BLK) is...
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Monday links: a barbell strategy
MarketsWhy you should use E/P not P/E. (linkedin.com)Keep an eye on gold this year. (marketanthropology.com)Breaking down the factor exposure of the Dow Jones Industrial Average....
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