February 2014

Famous Wall Street Bulls

This is a very cool infographic, via Visual.ly Explore more infographics like this one on the web’s largest information design community – Visually.  

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 of alternative…

Chart o’ the Day: and then the whole world broke out.

Yesterday I referenced the global breakout we’re seeing on Halftime Report and a few people asked what I meant. I was referencing the MSCI All Country World Index being above the May 2008 highs for the first time in six years. Just an FYI, the ACWI is made up of 44 countries, 23 of which are…

a parable in two paragraphs

Late last year, in front of a number of traders, Mr. Gross said, “if only Mohamed would let me, I could run all the $2 trillion myself…I’m Secretariat,” referring to the famed thoroughbred. “Why would you bet on anyone other than Secretariat?” Pimco’s performance added to strains. Mr. Gross’s $237 billion Pimco Total Return fund…

After the Jump

What a friend we have in time Gives us children, makes us wine Tells us what to take or leave behind And the gifts of growing old Are the stories to be told. – John Denver, Friends With You I turn 37 today. I’ve learned a few things about what to take or leave behind….

Warren Buffett: Five Fundamentals of Investing

Warren Buffett dropped an excerpt of his forthcoming annual shareholder letter at Fortune Magazine today and, as usual, it’s dripping with well-worn market wisdom and common sense. There’s something about how he relays these basic truths that gets me every time.  Here are five fundamentals he distills down from more than fifty years of experience: …