What could go wrong?
November 2012
Election Night!
Coverage.
Clips from Today’s Fast Money
Video.
Introducing The Takeaway at Investment News
My fellow advisors and assorted investment industry colleagues – I am pleased to announce a new feature at Investment News I’ll be doing called The Takeaway. This daily post is intended to be the premiere industry linkfest so that those of us who are busy all day can get up to speed in minutes each…
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…
Buffett in a Box: No, No, No, No.
The guys at AQR, quants all of them, are a lot smarter than I am. So I’m glad this white paper of theirs about cloning Warren Buffett’s stock picking abilities is not necessarily becoming a fund or anything. Because it screams Gimmick and doesn’t seem to be the sort of thing they’d want to really…
The Earnings Cliff
Video.
Joe Weisenthal and Tom Keene on the Social Media Election Bubble
Video.
Election Day Thoughts
I’m not voting today because I live in a perma-blue state. New York wouldn’t vote for Romney if he pulled Neil Diamond out of a fiery car wreck.
Apple – It ain’t over yet
Video.