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
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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