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…
December 2012
Gift Idea – Royal Hawaiian Orchards
Nuts!
Chart o’ the Day: Anatomy of a False Breakout
Chart.
The Pre-Earnings Look at RIMM via Estimize
Chart.
Rob Arnott doesn’t share your enthusiasm for QE4
Rob Arnott of Research Affiliates is running over $50 billion despite not being a household name a la Mario Gabelli or appearing on his own cereal box like Peter Lynch used to. I read Rob’s commentary every month and you should too. This week he’s less sanguine than most about the Fed’s latest Operation Spray…
Hot Links: Captured and Freed
Your morning financial links, expertly curated.
Kicking a Beehive
Chart.
Who’s better than Ezra?
Ezra Klein is a reporter at the Washington Post and he’s been covering the shit out of the Fiscal Cliff negotiations at his Wonkblog ever since the creature itself first slithered out of the Black Lagoon that is Washington DC. Tonight he’s reporting that a deal is nigh, let’s listen in: All at once, a…
Clips from Today’s Fast Money
Video.
InformationWeek’s 11 Predictions for Google in 2013
Listicle Alert!