What is global market turbulence telling us?  (Gavyn Davies)

Signs of an oversold stock market.  (The Short Side of Long)

On the high yield-emerging market debt trade-off.  (Humble Student)

Leverage kills: the UK retail forex edition.  (FT ALphaville)


Who’s to blame: IBM ($IBM) or Wall Street?  (Jeff Matthews also FT Alphaville)

Bond trading is becoming increasingly automated.  (Dealbook)

Structured notes. Ugh.  (MoneyBeat)


Your favorite ‘factor’ is probably a mirage.  (Marginal Revolution)

What happens when you test 13 AAII screens?  (Alpha Architect)

Institutional investors

Post-Calpers, pension funds are going to have to justify their hedge fund investments.  (WSJ)

Why most institutional investors are so resistant to change.  (Ashby Monk)

Everybody is talking about this fun tool with 10-year expected returns.  (Research Affiliates)


Is Apple ($AAPL) going to pull off Apple Pay?  (Time, CardHub)

Why Apple’s ‘virtual SIM‘ is a big deal.  (Digitopology)


Is mortgage credit too tight?  (Calculated Risk)

Where young college graduates are choosing to live.  (The Upshot)


The good, bad and ugly of falling energy prices.  (Sober Look, Quartz)

How will the Saudis react to lower oil prices?  (Econbrowser)

Earlier on Abnormal Returns

Top clicks this past week on the site.  (Abnormal Returns)

What you might have missed in our Saturday linkfest.  (Abnormal Returns)

Mixed media

Does anyone need a $199 e-reader, i.e. the Kindle Voyage? Apparently.  (Engadget, The Verge, Ars Technica, Farhad Manjoo, GigaOM)

It’s finally time for a real Apple TV.   (Time)

Public wi-fi is a hazard.  (Medium)

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