On the bookshelf: The Safe Investor: How to Make your Money Grow in a Volatile Global Economy by Timothy F. McCarthy.

Chart of the day

NFLX_0114

No matter how you slice it Netflix ($NFLX) is killing it.  (Bloomberg, MoneyBeat, )

Markets

Some boom and busts look alike.  (Market Anthropology)

GMO is still looking for a poor decade for equities.  (Sober Look)

Emerging markets are “cheap enough.”  (Michael Santoli)

Strategy

Why shorting stocks is so hard.  (Dasan via @marketfolly)

Biotech stocks are frothy.  (IndexUniverse)

The best traders have developed a routine that works for them.  (SMB Training)

Companies

Herbalife ($HLF) is still not out of the regulatory woods just yet.  (Businessweek, FT Alphaville)

What next for Dow Chemical ($DOW)?   (FT Alphaville)

Why CEOs like to go to Davos on the company dime.  (Felix Salmon)

Tech

Carl Icahn wants to break up eBay ($EBAY).  (Dealbook, MoneyBeat)

Google ($GOOG) is hitting Amazon ($AMZN) where it hurts.  (Business Insider)

Amazon is coming under scrutiny for its role as a middleman.  (WSJ)

Apple ($AAPL) is working on two bigger screen iPhones.  (WSJ)

This basket of big tech stocks is in for trouble.  (Re/code)

Finance

On the bull market in BDCs.  (NetNet)

The new who’s who at Pimco.  (FT)

Funds

Is there a Morningstar Cover curse?  (Morningstar)

DoubleLine is getting into the unconstrained bond game.  (Focus on Funds)

Finding 100-year old companies is harder than it looks.  (IndexUniverse)

Economy

Economic mobility in the US is stuck in neutral.  (WashingtonPost, NYTimes)

More people are quitting their jobs and why that is a good thing.  (Planet Money)

Colorado’s marijuana boom is having knock-on effects for its economy.  (Slate)

Earlier on Abnormal Returns

What you missed in our Wednesday linkfest.  (Abnormal Returns)

Mixed media

The domain “big bang” is here.  (WSJ)

Now you can outsource the business of planning your dates.  (Buzzfeed Business)

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