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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January sucked for stocks and, so far, February hasn’t been much better. Okay, we get it. I’ll be watching closely to see which of my colleagues in the Punditocracy get themselves all bear-ed up over the recent price action. In the meantime, my friend Jeff Kleintop, chief strategist at LPL Financial, notes that there was…

The S&P 500 is now down just about 7% from its mid-January all-time high. We’re currently somewhere between what market-watchers would call a “dip” and a “correction”.  I’d like to walk you through what these terms actually mean and give you some context before you encounter the almost-guaranteed hysterics of the financial commentariat this evening….

On the one hand, emerging markets are an absolute wreck and it does not look as though things will soon be improving. Governments, in many cases, were happy to binge on spending while easy money poured in from foreign lands, and now that it is ebb-tide and the ocean of cash is receding, it is…

I nicked from Joe at BI. Don’t tell him. Okay, I’ll tell him – just waiting for the right moment… Anyway, this is kind of awesome:   Original source: Duncan Weldon (Twitter)

A harsh dose of tough love for emerging market economies posted at Bloomberg this weekend, as Dani Rodrik and Arvind Subramanian explain the following to ministers of finance around the world who blame the taper for their troubles: 1. The US had no choice but to stimulate – it’s not like anyone else has been stepping…