Friday assorted links

1. Since the election, ETF of clean energy stocks up 11%, ETF of coal-related stocks down 2% — oh, how some of you bore me!

2. “We find that African Americans hold significantly more life insurance – especially whole life insurance – after controlling for other factors.”

3. My Knowledge Wharton podcast on The Complacent Class.

4. Is some U.S. productivity being stashed overseas?

5. “The day China sees true deleveraging is the day a financial crisis begins.”

6. A Fine Theorem on William Baumol.