July 2012

Why Berkshire is Killing It Right Now

I took a boatload of criticism for my position in Berkshire Hathaway last fall.  We looked at it as a stealth housing play and a backdoor investment in the beaten-down banks we simply couldn’t bring ourselves to buy directly.  And people really hated it.  “It’s too expensive and Buffett is too old and the company…

Lloyd Blankfein Hopeful on Fiscal Cliff

“Realistically, while few expect a fiscal reform agreement before the November election, we should not discount the value of a declaration by congressional leaders of both parties, as well as President Barack Obama and former Massachusetts Gov. Mitt Romney, that Simpson-Bowles will be the basis of future reform.”

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…