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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…

LOL, this has gone viral this week – via Reddit:      

I’ve had a few skirmishes this week re: Warren Buffett and Berkshire Hathaway (full disclosure: I am long the stock for clients and personal accounts). It’s always amusing to me to hear people who’ve not accomplished 1% of what Buffett has throw mud at him or challenge his record. I find that the people who…

What a pleasure to be able to spend most of the day out of the office for a conference. Having amazing colleagues and a killer support staff make that possible. It’s pretty hilarious to look at the headlines of the morning and then look at the way markets closed. These opportunities allow me to  remind…

Below is the chart that’s been ricocheting around the web all weekend. I gotta admit, this is pretty crazy, when you think about the implications of resource use and economic growth potential around the world.

Rob Arnott and his Research Affiliates firm get the spotlight in this month’s Mutual Fund Observer. Charles Boccadoro, associate editor at the Observer, shows how Arnott and his team’s seminal paper on organizing indexes based on something other than sheer size is a long-term winner… Fundamental Indexation is the title of Mr. Arnott’s 2005 paper with Jason…

In an era when everyone in financial media  is spreading out their resources and chasing new verticals for pageviews on a quest to gain “traction” among this or that ancillary audience, the Wall Street Journal has just done something very smart – they went the other way. On April 15th, the WSJ rolled out a…