Book review: Why we still aren’t driving electric cars. A look at Steve LeVine’s The Powerhouse: Inside the Invention of a Battery to Save the World. (Scientific American)
Quote of the Day
"Right now, due to demographics, 2% GDP growth is the new 4%."
(Bill McBride)
Chart of the Day
By definition, the stock market spends most of its time in a drawdown. (via A Dash of Insight)
Markets
- A review of January market performance (bespokeinvest.com)
- Five macro themes dominating the market at the moment (traderfeed.blogspot.com)
- Companies are lowering estimates in a big way. (bespokeinvest.com)
Strategy
- How will rising interest rates affect the stock market? (wsj.com)
- A look at how an "all weather" strategy from 1989 did in real-time. (mebfaber.com)
- Lessons learned from following a big name investor into a trade. (alephblog.com)
Companies
- Google's ($GOOG) earnings miss wasn't all that bad. (qz.com)
- Dish Network ($DISH) is gobbling up wireless spectrum. (wsj.com)
- Culture matters when analyzing a company. (cleareyesinvesting.com)
Finance
Funds
- The number of female portfolio managers is dropping. (ft.com)
- How passive funds changed investing. (ft.com)
Economy
- The Q4 GDP report was "solid." (econbrowser.com)
- A summary of the economic week that was. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday links. (abnormalreturns.com)
