“Watch what they do, not what they say” goes the old Sicilian proverb Never was it more apt from an investment standpoint. Investors are telling pollsters and friends and neighbors that they’re bearish or not confident, and yet they’re buying stocks reluctantly so as not to miss out anymore. I never talk about sentiment surveys…

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You’re in for a treat. It’s not every day that one of the most successful and consistent investors in the game talks process. Mostly when you hear from hedge fund managers it’s in the context of doling out stock picks for a charitable conference. That’s cool too even though it’s very much a “give a…

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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…

Today I’m out of the office from dawn til dusk as I’ll be attending my first ever Tiburon CEO Summit at the Ritz Carlton in downtown NYC! Tiburon is perhaps the most important conference for the wealth management industry held each year, an invite-only affair comprised almost completely of c-level executives and the highly influential…