Sunday Reads

Below is my Sunday night investment reading list:

From the Reformed Broker:

The MLP Myth Blown to Smithereens
The Positive Feedback Loop is Broken
The Coolest Portfolio Tool on the Web

Confusing What Just Happened With What Happens Next – Bloomberg

Are Stocks Overvalued? A Survey of Equity Valuation Models – Research Affiliates

Top 10 Trump Rules – The Big Picture

Bring Data – Dual Momentum

Two Centuries of Momentum and What is the difference between Relative Strength and Trend Following?– Newfound Research

Is More Information Making Us Worse Investors? Pragmatic Capitalism

Is Managed Futures Secret Weapon Coming Back? Attain Capital

From Alpha Architect:

Avoiding the Big Drawdown: Is Downside Protection Helpful or Heresy?
Private Equity Replication with Leveraged Small-Cap Value Stocks

From A Wealth of Common Sense:

A False Sense of Security
20 People You Don’t Want to Invest With

From The Irrelevant Investor:

Is Momentum Misunderstood?
Does This Time Feel Different?


Swedroe: Battle Of New Factor Models
Swedroe: The Carry Trade Defies Theory
Swedroe: When Bonds Act Like Stocks
3 ETF Predictions For Rest Of 2015