I admit, I’m addicted. Worse than I was with the Angry Birds in 2010. And my kids are into it and now even my wife has gotten into it – and she doesn’t even do Facebook or Twitter, so I have no idea how she got infected. She’s usually so…well, sensible! Not anymore, it’s all…
July 2013
Chart o’ the Day: Riding Giants is Never Easy
Chart
Why the long bias?
It’s very simple. Optimism as a Default Setting is the only way to successfully fund a retirement over the long stretch. Unless you believe that you have the god-like ability to dance into and out of the markets with good timing on a consistent basis. I know you can’t and I don’t even know you….
Hot Links: S&P 2000?
Your morning financial links, expertly curated.
Clips from Tonight’s Fast Money: Acampora Edition
Video
Clips from Today’s Fast Money: Gabelli Edition
Today we had the legendary Mario Gabelli join us for the full hour – definitely one of the highlights of my career. This was absolutely amazing. Enjoy!
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…
Wall Street’s Earnings Revisions
Charts
The Revenue Recession
If you thought estimates for earnings growth were low (we discussed this yesterday), wait til you see what The Street is estimating for revenue growth. Nicholas Colas is calling this “the Revenue Recession” in his note this morning for ConvergEx Group, where he is chief market strategist (emphasis mine): *** Wall Street analysts have continued…
The World According to Mario
Video