July 2012

Meredith Whitney's Bankapocalypse

BREAKING: Banking is not such a great business in the presence of regulation and with a dearth of opportunities to add the secret sauce (leverage).  I have friends who sit on trading desks at big banks who have regulators on their laps. No fun. Anyway, a snippet of Meredith Whitney’s latest commentary on the state…

361 Capital Weekly Research Briefing

  361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor.   361 Capital is a provider…

Morgan Stanley on a Mittens Rally

Sam Ro just published some recent commentary from Morgan Stanley’s bearish chief strategist Adam Parker.  Parker says that one thing that could change the tone of this market for the better would be a perceived or actual victory of Mitt Romney: The biggest possibility here would be Romney winning the Presidential election. Our guess is…