Quote of the Day
Modern quantitative investing is creative.
(John Chisolm)
Strategy
- Some common lies investors tell themselves. (awealthofcommonsense.com)
- On the return of trend following strategies. (mebfaber.com)
- A summary of the stock picks from the 2014 Robin Hood Investors conference. (marketfolly.com)
- Why managers try to copycat their competitors. (ft.com)
Companies
- Dan Loeb ($AMGN) wants to break up Amgen. (dealbook.nytimes.com)
- On the Bill Ackman inspired turnaround at Canadian Pacific ($CP). (buzzfeed.com)
- Skepticism reigns about Yahoo’s ($YHOO) strategy ($AAPL). (nytimes.com)
Apple
- Review of the new iPad Air 2 are pouring in. (daringfireball.net)
- The Retina iMac makes desktop computers cool again. (online.wsj.com)
- Apple’s ($AAPL) ecosystem is getting even more tightly connected with seamless integration. (nytimes.com)
- One reason why Apple Pay should succeed. (pando.com)
Finance
- Spin-offs have not been the automatic boost some investors had hoped. (online.wsj.com)
- Add Mohamed El-Erian-backed Payoff to the peer-to-peer lending game. (ft.com)
- Low down payment mortgages are coming back. (blogs.wsj.com)
ETFs
- The logic behind screening out small, risky stocks. (etf.com)
- A limited defense of nontransparent active ETFs. (etf.com)
- On the (brighter) future of ETFs in Australia. (ft.com)
Global
Economy
- US economic momentum is intact. (qz.com)
- Is cheap gasoline good for the US? (fortune.com)
- Wal-Mart ($WMT) is aggressively adding solar power. (slate.com)
