December 2012

Mission Accomplished

Once again the global conspiracy to trick retail investors so that professionals could trample all over them has done its job, this time it was the Fiscal Cliff hype-a-palooza. Bank of America Merrill’s strategist Savita Subramanian shows that in the last couple of weeks, individual investors have been fleeing stocks at a record rate. I…

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…

Market Recon: 12/11/2012

Stephen J. Guilfoyle “Sarge”, is the U.S. Economist at Meridian Equity Partners since 2007. Stephen joined Meridian after a long career at Credit Suisse. Stephen has worked on the trading floor of the NYSE continuously since July 1987 and actively serves as a Sergeant in the National Guard. *** Good Morning, Surprise, surprise, S&P futures…

You don’t become a “tech giant” for nothing…

What do many of America’s tech giants have in common? They’re really good at exploiting international tax laws and loopholes to enhance overall profitability. We’ve talked about the shenanigans of Microsoft and HP here: Forget Fairness, Let’s Talk About Stupidity (TRB) But let’s not leave out Google, who has become the Michael Jordan of sheltering…