Yes and no. Here’s what I get from Twitter: I try to gain wisdom from my interactions with knowledgeable traders, analysts, field experts, practitioners, advisors, VCs and executives. I try to get a feel for how market participants are reacting to news, data and events in real-time. I liaise with the journalists, reporters and other…

The phrase “Tapering isn’t tightening” sounds like the desperate plea of a high school boy on prom night. — Downtown Josh Brown (@ReformedBroker) December 17, 2013  

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Michael Bloomberg’s first election for the New York City Mayoralty took place just a few weeks after 9/11 and his first task as a public official was to oversee the city’s rebuilding after the worst attack in American History. How’s that for your first day on the job? He had also come into office at…

I’m pleased to announce that my Registered Investment Advisory firm, Ritholtz Wealth Management, is looking for a Certified Financial Planner® to come join our team in New York City. Job posting below via Barry: *** Ritholtz Wealth Management is looking to add a new member to our financial planning team.  You must be a current CFP certificate…

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…

In the aftermath of the Fed’s first hint at tapering this past spring, mortgage rates shot up a bit along with the entire complex and the narrative was that the Fed just opened its stupid mouth too soon and staked the housing recovery right through the heart. “That’s the end of the cycle,” we were…

While December 2013 may seem like a pretty quiet end to a strong year for U.S. stocks, the VIX is actually on a tear thus far through the month.  It closed out November at 13.70, and is up some 17% since then to close at 16.03 today.  Against the average decline of 3.1% we noted,…

I sure hope the US stock market pauses or corrects soon – because otherwise it’s going to be a complete and total permabear massacre. China is stabilizing. Europe is growing – peripheral Europe is growing! Japan is percolating. US manufacturing is back above pre-recession levels and household net worth is too. American politicians are introducing…

via Eric Peters at wkndnotes: “You know next yr will be the 1st since 2003 that Japanese and Chinese stocks both post double-digit gains?” asked the same Asian CIO. Both mkts are cheap, Chinese reform and Abenomic stars are aligning. Plus, the US fiscal drag is lifting, and Europe won’t contract. Then we discussed the…