What jumps out at you from the FactSet chart below? I’ll tell you the first thing I noticed was how we’re still treating the Financial sector like a little bitch. We’re giving the financials virtually no benefit of the doubt on their forward earnings multiple for the year ahead. The banks are expected to be…
December 2013
Hot Links: Racking Up Commissions
Your morning financial links, expertly curated.
Clips From Tonight’s Closing Bell
Appearance: CNBC’s Closing Bell, 4pm to 5pm EST
Tonight after the markets close, I’ll be live from the NYSE on the CNBC Closing Bell desk. My friend Kelly Evans, the new hostess of the show, will be running things and my pal Dan Greenhaus, chief strategist of BTIG, will be along for the ride as well. We’re hoping to deliver a killer hour…
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…
Billionaire Portfolios: They’re Just Like Ours!
Had some fun playing with the Bloomberg Billionaire tool this morning, located here. Some of the data I was able to pull about YTD dollar and percentage gains in billionaire net worth tells an interesting story about what’s worked this year (tech and activism) and what has not (emerging markets and commodities). It’s amazing how…
Hot Links: Return to Normalcy
Your morning financial links, expertly curated.
Nasdaq Composite: Performance vs Volume
Chase Van Der Rhoer, a Bloomberg application specialist, makes the case for an investment bubble in this morning’s Bloomberg Brief: Bubbles don’t exist without investment funds crowding into the same trades relative to liquidity. Researchers will often construct measures of market-crowding such as the ratio of the Nasdaq Composite Index price to the relative amount…
Clips From Today’s Halftime Report
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Chart o’ the Day: Stock vs Bond Yields Around the World
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