My partner Barry went over our basic market views in a new interview with Wally Forbes the other day which has just been published at Forbes. Here’s a bit on how we think about potential scenarios for equities: Here’s the thing I think most people have a hard time understanding and putting into context. To…

In theaters next month, the glitzy, audacious blockbuster is based on real-life rogue trader Jordan Belfort memoir of his 1990s pump-and-dump flameout, during which he launched the infamous Stratton Oakmont “boiler room” brokerage, inflicted over $200 million of losses on investors and sunk a 167-foot yacht—all on his way to a federal indictment for securities…

File this under Noteworthy Anecdotes… Bill Fleckenstein, skeptical hedge fund manager, noted short-seller and the author of Greenspan’s Bubbles is getting the band back together. According to Herb Greenberg at TheStreet.com. Flecksein is relaunching his short fund: “For four years and counting, there was no reason to think about shorting,” he told me. “I survived…

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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…

I’m finally getting caught up this week after a whirlwind conference-related stuff and I wanted to jot down a few thoughts about the event itself. For starters, all of you who came and shared the day with us – you guys are amazing. I really enjoyed talking with you and learning about your businesses and…

In the first half of this year, running a globally-allocated portfolio looked and felt humiliating in the shadow of a US-only, S&P or Nasdaq focused racehorse. At one point, the trouncing was so pronounced that I documented a few of the comments I’d been hearing from my colleagues (see: Anecdotally… from July 25th). But the…

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