Lost Decades, Data Wars and Hippies
My Tuesday morning beach reads:
- Hold Your Nose and Buy Europe (Wall Street Journal); see also The Conditions You’d Want For a Bottom Are Already Here (The Reformed Broker)
- Lost Decade for Value Stocks Tests Faithful Who Say End is Nigh (Bloomberg)
- The War on Data (Calculated Risk); see also Why Everyone Disagrees About the Economy (Motley Fool)
- Sustainable investing sees hippies give way to suits (Bloomberg Professional)
- Hedge Funds Bedeviled by Weak Performance (Barron’s), but see also Alternatives Monthly: Andrew Lo’s Strategy (Barron’s)
- One of the World’s Greatest Art Collections Hides Behind This Fence (New York Times)
- Is Trump repeating Romney’s fatal blunder? (WND); see also Obama’s Numbers Better Read on 2016 Than Clinton-Trump Polls (Bloomberg Politics)
- Hackers turn stock advisers as Anonymous targets China Inc. (Nikkei Asian Review)
- How the Profound Changes in Economics Make Left Versus Right Debates Irrelevant (Evonomics)
- HBO’s "Silicon Valley" Calls Out the Tech Industry’s Thin Skin (Fortune)
The "Fear Premium"
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