Michael Mauboussin’s book about untangling the results we generate from skill and from pure luck lit up the investment biz upon its release last fall. Since then, his work has been widely referenced virtually everywhere people are seriously trying to understand results and randomness. Quick shameless plug – Michael Mauboussin is a confirmed speaker at…

Props to Terrence Horan and Ben Eisen at MarketWatch for this great illustration explaining what’s going on with emerging market economies and markets right now – and why it could come back to bite developed world investors in the end:   Follow the link below for a more in-depth explanation: Emerging markets, Treasury yields risk…

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LOLZ at the most recent airing of grievances against the financial media by none other than the mighty PIMCO. The Bond Kings have it in their heads that the media is spinning a false narrative about the riskiness of the bond market and driving investors out of fixed income funds… Here’s Doug Hodge, the COO…

Proving there’s always a bull market somewhere, and that even in times of wrenching crisis and panic there is money to be made, the following statistic via Bloomberg: The six biggest U.S. banks, led by JPMorgan Chase & Co. and Bank of America Corp., have piled up $103 billion in legal costs since the financial crisis, more than…

Source: CNBC

At the end of the 2nd quarter, I started to talk about our European equity overweight in public. I was almost embarrassed at the time but then, because I’m a true coward, as the trade started to go our way I began to gain the confidence to speak more loudly. At least I can admit…

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 of alternative…