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…
October 2013
Chart o’ the Day: Gold’s Textbook Head and Shoulders
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Jeff Kleintop’s 1967 Analog
LPL Chief Strategist is out with a clever note pointing out the similarities between fall 2013 and the 1967 environment. Slightly off topic – Jeff is speaking on a panel at our Big Picture Conference on Tuesday, October 8th. As we wrote last week, the stock market pullback is part of the “kick-the-can” pattern we…
The Forward Earnings Outlook with Brian Gilmartin
A look at the Wall Street consensus for profits in the coming year.
Google Laments the Parks Shutdown
Cartoon
Hot Links: Dumb Alpha
Your morning financial links, expertly curated.