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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, Chinese stocks led the…

Yesterday we put on a decent-sized emerging markets bet for two of our model client portfolios. We’re playing the asset class in a low-volatility, high dividend way – taking advantage of one of the biggest fallacies in finance, that higher risk means higher reward. It doesn’t actually work that way in US stocks nor does…

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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…

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It never fails. As soon as everyone is in agreement that one thing is going to happen, the story shifts. None of this has anything to do with an actual outcome, rather, what we’re talking about here is the public’s perception of that outcome’s possibility. Have I lost you? I don’t mean to speak like…

Your morning financial links, expertly curated.

In the aftermath of World War II, the socialists in Great Britain are ascendant, promising everything to everyone. One day Winston Churchill walks into the men’s room outside the House of Commons.  At the first stall he sees the leader of the Labour Party.  So he saunters his way all the way down to the…

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