July 2013

Everyone is obsessed with the Candy Crush Saga

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…

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….

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…

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…