Evidence of stocks within index with higher valuations of stocks not in index?

[stahleyp]

Hey all,

 

I hear a lot of folks talking about how indexing is affecting the market and how active management can help sidestep downfalls. Does anyone have any more research/articles on how indexing is creating anomalies in the market?

 

I found this one:

 

http://adventuresincapitalism.com/post/2016/12/24/Indexers-Are-Running-Amok.aspx

[rukawa]

By far the best analysis i have read is here:

http://www.philosophicaleconomics.com/2016/05/passiveactive/

 

He has a whole bunch of articles on indexing. I would read and reread all of them.

[wachtwoord]

By far the best analysis i have read is here:

http://www.philosophicaleconomics.com/2016/05/passiveactive/

 

He has a whole bunch of articles on indexing. I would read and reread all of them.

 

Wow great stuff. Thanks for sharing.

[sarganaga]

Murray Stahl has written extensively about this in his commentaries at Horizon Kinetics. http://www.horizonkinetics.com/articles.asp?pageID=5&topicID=41  Depending on your point of view, these are either a well reasoned indictment of the passive index juggernaut or the wailings of a active manager who is fearful of his AUM disappearing.