Highlights from today’s show, enjoy!

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…

A nice improvement in single-family housing prices this February according to new data this morning. Anyone who has even a remote connection with the outside world knew that this was happening. The real estate market where I live has been acting as though someone flipped a switch on January 1st – there are bidding wars…

The latest data from Japan indicates a society that is beginning to buy in to the New Nippon and Abenomics. Check this out, from Wall Street Breakfast: Abenomics got a vote of confidence from Japanese consumers in March as household spending jumped the most in nine years, while the jobless rate in Japan fell to…

“Read 500 pages like this every day…That’s how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it.” – Warren Buffett My favorite article from this weekend was from the Omaha World-Herald and it’s about how Warren and Charlie’s deputy stock…

This weekend I shared this Globe & Mail story about the hedge fund manager betting big against Canada, specifically the Canadian banking sector, housing market and the country’s currency. He sees a crisis coming for the real estate market up north that will wreck the economy. It’s an interesting view, but one that I think…

THIS JUST IN: For the first time in eight years, America has all five of the largest corporations in the world by market cap. Sucks it, China. USA, USA, USA! Amazing graphic by BusinessWeek below, click to embiggen:   Source: U.S. Companies Are Back on Top (BusinessWeek)   * half tongue-in-cheek, relax. No need to…

Your morning financial links, expertly curated.

“I meet a lot of these people on Wall Street on a regular basis right now…I am going to put it very bluntly: I regard the moral environment as pathological. And I am talking about the human interactions . . . I’ve not seen anything like this, not felt it so palpably…They have no responsibility…