02/02/15 – Monday Reads

  • A review of January market performance (bespokeinvest)
  • Culture matters when analyzing a company. (cleareyesinvesting)
  • There is no margin of safety in Bitcoin. (brooklyninvestor.blogspot)
  • How will rising interest rates affect the stock market? (wsj)
  • How passive funds changed investing. (ft)
  • Five macro themes dominating the market at the moment (traderfeed.blogspot)
  • A summary of the economic week that was. (ritholtz)
  • Uber is trying to play nice with regulators. (wsj)
  • There are still efficiencies to be wrung from the internal combustion engine. (wsj)
  • A look at how an “all weather” strategy from 1989 did in real-time. (mebfaber)
  • How driverless cars will change the ownership equation. (vox)
  • Lessons learned from following a big name investor into a trade. (alephblog)
  • The number of female portfolio managers is dropping. (ft)
  • Dish Network ($DISH) is gobbling up wireless spectrum. (wsj)
  • The economic schedule for the coming week. (calculatedriskblog)
  • The Q4 GDP report was “solid.” (econbrowser)
  • Traveling in a car has never been safer. (time)
  • Companies are lowering estimates in a big way. (bespokeinvest)
  • Google’s ($GOOG) earnings miss wasn’t all that bad. (qz)

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