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March 2013
Backstage Wall Street Turns One! Thank You!
Wow. I can’t even believe that a year has passed since my book, Backstage Wall Street, first hit Amazon, Barnes & Noble and other fine stores. I began writing it in the spring of 2011, edited it with Stephanie Frerich and the amazing staff at McGraw-Hill throughout the year and then in March of 2012…
Do or Die Time for Gold?
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Hot Links: Know Your Role
Your morning financial links, expertly curated.
John Hempton: Google Wants to Buy Twitter Now
My esteemed colleague, hedge fund manager and blogger John Hempton, has an excellent reaction post re: Google shutting off Reader. Hempton believes, as I do, that Google is making a huge mistake with Reader. We all understand that RSS feeds are essentially a niche product for a small group of hypernerds, content creators and bloggers…
Clips from Today’s Fast Money
Today on the show – Simon Lack on why the hedge fund asset class is so futile for most investors, the chief equities guy from BlackRock and more! Highlights below:
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…
One of the Most Sentiment-Driven Rallies Ever
This morning we got news that Morgan Stanley’s chief strategist has flipped bullish after fighting the rally the whole way. The hardest part of forecasting – the thing that strategists just never seem to get, is that you can’t predict mass-sentiment. And sentiment is what determines what multiple investors – en masse – will be…
Hot Links: The New Hot Trade
Your morning financial links, expertly curated.
Too early, too late
“A wizard is never late, nor is he early, he arrives precisely when he means to.” – Gandalf, Lord of the Rings Sorry I’ve been incommunicado all day. frankly, there’s not much to talk about at the moment. Just on the surface, it would appear that it’s too early to buy the dip, nothing’s really…