The Stingy News Weekly (12/11/2016)
Canada's innovation problem
"Why do we export so many world-class business ideas to the rest of the world?" [World]
Is dividend investing dangerous?
"Even a fairly vanilla investment strategy, like dividend investing, is not without its critics. There is a significant amount of evidence that dividend strategies - including focusing on dividend payers, dividend growers, or high yielding stocks - have historically generated excess return." [Dividends]
Invest like Buffett
"What do George Soros, Warren Buffett and a computer have in common? Turns out, a lot. At least that's the view of AQR Capital Management, the program-driven investment firm whose founders made their names finding the math behind investment success." [Buffett]
Low volatility lottery
"The abnormal returns associated with the beta anomaly are explained by a lottery demand factor. The beta anomaly exists only when the price impact of lottery demand falls disproportionately on high-beta stocks and is concentrated in stocks with low levels of institutional ownership." [Markets]
WealthTrack: Arnott interview
"When 'smart beta' investing can be dumb. Financial innovator and thought leader, Research Affiliates. Robert Arnott warns about pitfalls with the popular strategy he helped create." [video] [Indexing]
The three coolest studies of 2016
"It appears that ETFs dropped portfolio returns by 1.1% annually even when they accounted for only a small portion of an investor.s portfolio." [Funds]
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