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There’s this really interesting phenomenon that’s taking place that you don’t hear much about – my friends at FT Alphaville are calling it “De-equitisation.”  I suppose in the US we’d call it de-equitization with a z but you get the point. The concept here is that, thanks to a variety of factors, the equity markets…

Equity fund flows are predictive of nothing, they’ve actually had a zero percent correlation to the S&P 500 over the last five years according to research I’ve seen from Credit Suisse. But equity fund flows do dispel the “euphoria” myth, whereby it assumed that because the Dow is breaking new highs, the nation is deep…

You’ll have to excuse my obstreperousness – prior to reading this article I had no idea that there were enough stupid people left after all we’ve been through to be buying into an Apple guru’s hedge fund that just trades Apple. Apple options, specifically. Are you f%$@ing kidding me? From Fortune: “Dear Limited Partner, it…

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The big article leading off the New York Times Business section today entitled: Investors’ Quandary: Get In Now? with the opening line: “So is it too late for investors to join the party?” All your favorite market gurus are in the piece – Birinyi, Arnott, Wein, Rosenberg etc. It’s all so embarrassing. Everyone has an…

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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…

From USA Today: The Dow is back. All the way back. At the opening bell Tuesday, the benchmark index sailed past its all-time closing high of 14,164.53 set back in October 2007. The Dow Jones industrial average opened above its record closing high set Oct. 9, 2007, erasing the 54% loss it suffered in the…