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The narrative since the Facebook IPO has been that the company had done the bulk of its growth prior to coming public and the valuation had already reflected it. Advertisers were not “getting” the platform or particularly excited by the prospect of branding as opposed to the more performance-driven click-and-buy-something they get from Google. In…

“I’m at a conference with hundreds of asset allocators and PMs. Everyone’s got a global portfolio up 3 or 4 percent. They’re fucking miserable.” “Why bother diversifying at all? It’s just a drag on performance What’s the point of owning any bonds or international stocks?” “Should we be taking more risk?” “Maximum pain point will…

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The below is a guest post from the relatively new blog / tool Pundit Tracker. Pundit Tracker is looking to quantify the pronouncements and predictions from America’s favorite market strategists and commentators, I’m trying my best to stay on their good side 🙂 Please check out the below awesome take on Apple forecasts and a…

Chris Kimble looks at the commodities basket index to see if a breakout is brewing… Click to enlarge   Source: Kimble Charting Solutions  Follow Chris on Twitter @KimbleCharting Read Also: Sorry, commodities are a poor diversification tool  (FT Alphaville)

Edson Gould, one of history’s greatest market forecasters: Crowds do not think. They do not reason. They simply react, animalistically and emotionally. As a near-perfect example of what I mean, and something to which almost anyone can relate, the following example is cited: You’re alone in an empty movie theater and hear the cry of…