Another just-okay number, another opportunity for reporters, traders, pundits and politically-biased columnists to make it mean whatever they want it to mean. I stays out of that game, because, knowledge. The only opinions on the daily releases of US econ data I’m interested in come from Bill McBride at Calculated Risk. Everyone else can just…

You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale. But it is very unlikely that you know the name Haym Solomon. This is unfortunate, because he’s the guy who arranged financing to keep the Continental Army alive during its darkest days, finding the money to…

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“Successful investing is anticipating the anticipations of others.” – John Maynard Keynes When people ask me what my edge is, I tell them I have a very good sense of what the crowd is thinking and I think I’ve gotten pretty good at what they’ll do about it next. I pay close attention to when…

    Source: Dilbert.com

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…

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The first half of 2013 is officially in the bag (I have no idea how this is possible, I feel it it was just New Year’s Eve…) and the investment market scoreboard is in stone. Here’s Matt Boesler’s chart from Business Insider: Most of it was hard to see coming but the US and Japanese…