There are those who would convince you that it is somehow smart or in your best interest to be manically switching your investments around, back and forth, long and short, on a daily basis. To pay attention to this kind of overstimulation is the height of madness, even for professional traders. The most storied and…

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…

My fave internet analyst, Bob Peck of SunTrust Robinson Humphrey, is out with a note on the themes he thinks will be the biggest for web investors next year. Bob and his team at STRH have been spot-on about a lot of the big trends this year and he nailed Twitter’s eventual valuation way before…

I got a package in the mail the other day from my publisher McGraw-Hill. In it were five copies of my book Backstage Wall Street from a shipment headed to China – and my rants and raves have been translated into Mandarin! Hopefully the Chinese buy one copy for each person and I retire 😉…

So, in the final analysis was there a Great Rotation this year? I say yes and that it hasn’t fully played out yet. Some say “no” because their portfolio positioning or job they work in won’t allow them to face facts. And then some say “Yes, but…” and offer us a more nuanced view.  Here’s Nicholas…

Michael Pachter of Wedbush put out an interesting PRISM (Progress Report for Internet and Social Media) note on Pinterest over the weekend. The bottom line is that Pachter believes this could be a much bigger company a few years out given the revenue opportunity to help brands connect with their likeliest consumers (and sell them stuff)….

Will the Northerners fix the banking system this year and consider stimulus? Because if so, there could be a dramatic impact on the rest of the world… via Eric Peters at wkndnotes: Problems: “Germany is increasingly seen as part of the problem as opposed to the solution,” explained one of the mkt’s top strategists. “Europe’s internal…