A collection of interesting reads from this past week.
Corporate Profit Margins: Peasants Will be Out with Pitchforks if This Continues (Rob Arnott Interview with Michael Regan at BloombergBusiness)
Investing Based on Academic Research: Get a Big Pile of Salt and A Magnifying Glass (Tom Brakke at Research Puzzle)
Dr. Henry Singleton: Five Strategies for Business Success (Rupert Hargreaves at ValueWalk)
Low Interest Rates: Are They Always Good for Stocks (Ben Carlson at A Wealth of Common Sense)
Portfolio Turnover and Profits Per Trade: An Interesting and Counterintuitive Analysis (John Huber at Base Hit Investing)
Myth of Black Swan Market Events: Naturally versus Artificially Low Interest Rates and Q-Ratio (Mark Spitznagel at NY Times)
Currency Devaluations: The Reverse Robin Hood Idea (Frank Hollenback and Mises Institute)