Video

Video

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 chances of divorcing increase to approximately 16% if a friend or close family member has been divorced

Poor David Rosenberg. By getting more constructive on the economy and the markets this year, he’s learned the truth about many of his fans and followers – it was never about his analysis, it was always about him adding intellectual heft to their pessimism and quasi-political, partially religious desire for the collapse of the system….

“Sentiment is Frothy.” Is that all you got? “This will end badly.”  Okay, sure, probably, maybe. But what else? “Valuations are much higher than they were a year ago.” Yup. That’s true. So? Because you could have said “Sentiment is frothy” in the spring of last year after the market had run up 12% into…

Jack Bogle does a little bit of fact-checking over the weekend after a handful of market writers falsely attribute the Efficient Markets Hypothesis (EMH) to he creation of his index fund product and investment philosophy. With Eugene Fama’s Nobel prize win, Vanguard’s brand and Bogle’s name seem to have been thrown around quite a bit…