EICKnotes for Nov 5, 2013
1. Twitter going public…
Twitter is going public and opinions on its prospect and the tech sector in general ranges from amazing to vastly overvalued.
- Plotting The Way To IPO, Twitters Product Roadmap Has Become Too Data Driven (TechCrunch)
- Why Twitters IPO Is a Bigger Deal Than Facebook’s (WSJ)
- Here’s The Evidence That The Tech Sector Is In A Massive Bubble (Business Insider)
2. Where has all the vol gone?
Stock market volatility has fallen back down to historically low levels.
- US stock market volatility lowest since 2007 (Sober Look)
- The Evolution of the Holiday Effect in VIX Futures (VIX and More)
3. Still lots of pessimism out there though…
- The Dangers of a Stock Market Melt-Up (NYT)
- There Are Only Four Things That Can Trigger A Stock Market Correction (Business Insider)
4. Algorithms everywhere
- Puny human analysts to be crushed by algorithmic steamroller (FT)
- Smart Beta Equity ETFs Gather $45B YTD (IndexUniverse)
- Amazon Mines Its Data Trove to Bet on TV’s Next Hit (WSJ)
- Finding Reversal Zone in Intraday FX prices (The R Trader)
5. Best of the rest
- Great Expectations, Deferred (Econbrowser)
- The Juxtaposition of Humility and Arrogances (Feld Thoughts)
- Helping Clients To Switch Behavior By Directing The Rider, Motivating The Elephant, And Shaping The Path (Nerd’s Eye View)
- The Error-Proof Portfolio: Do These Popular Investments Add Diversification? (Morningstar)
- A book for the ever growing reading list (Reading the Markets)