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…

Last night’s much-buzzed about research report from Goldman Sachs, in which the firm lays out its new S&P targets, contains an interesting rationale for higher stock prices. Rather than making the bull case based on earnings growth, Goldman believes that the 2% dividend yield on the S&P 500 will serve as a rising floor of…

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My controversial 1999 piece from last week is still being debated, I’m getting emails from both people in agreement and people who are livid in their disagreement. It’s kind of awesome, even the hate mail. The New Yorker’s ace commentator James Surowiecki has just weighed in and he’s on my side – it’s a great…

“We slay all suckers who perpetrate, and lay down law from state to state.” – Run-DMC Something I wish I had learned a lot earlier in my life – surround yourself with winners and doers, not whiners and pessimists. No one taught me this and for a long time I splashed around in the muck…

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This morning the Russell 2000 small cap index broke above 1000 points for the first time ever. I took a look at the Russell data to get a better sense of where it’s been and what it’s composed of and came up with a few interesting datapoints. For starters, the Russell 2000 has done much…

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