Fancy a linkfest for the weekend? Here’s a few things we’ve been reading here at Stockopedia on the wider web. If you want us to do more of these then please let us know in the comments below.
From some of our scribes...
David Stredder’s recent Mello2014 was a tremendous success and was written up by the ever prolific Paul Scott in this wonderful post and comments.
Ben had a look at some of the highest ranking S&P performers in recent weeks (although one of them has just fallen hard on an earnings fail - great timing Ben). Incidentally, John Authers in the FT suggested this week that share buybacks are supporting valuations in the S&P 500 - but how long can that last?
Ed wrote a quick recap on some of Ben Graham’s Bargain Strategies at Interactive Investor, and don’t miss his orientation webinar next week.
News and views from the web...
In a week that saw Rob Terry step down as chairman of claims processing and outsourcing firm Quindell, the FT came up with some great investigative work on the major short sellers of the company’s stock earlier this year.
Barry Ritholtz asks why the Americans are so obsessed with everyone else’s wealth. Peter Theil explains how to invest in the singularity while Merryn Somerset Webb examines the key to making money from machines.
Like an old space prospector searching for precious minerals in the asteroid belt, Professor Novy-Marx identified a key marker of success - surprise surprise it has something to do with quality. Of course Gross Profitability has long been one of the key factors in the Stockopedia QualityRank - do keep up Monevator !
On that note, we’ve all gone ‘low volatility’ lately - and the classic paper on the subject remains Betting against Beta. If you are really into quant finance then here’s a great list of the Top Quant Blogs on the web.
Every wondered how to time the market? David Stevenson of theFinancial Times takes a look at the different investing styles that tend to work better at different points in the economic cycle.
Might QVM ever work for investing in bonds? Robeco believe that factor based strategies that…
