’bout time! Read Also: The Face Behind Bitcoin (Newsweek)
March 2014
Clips From Today’s Halftime Report
The Trouble with Relentless Bid Theories
In my piece this morning, The Relentless Bid, Explained, which has since gone mega-viral by the way (thank you!), I laid out a theory for why the stock market has had a relentless bid beneath it for years now, with shorter and smaller corrections along the way. The premise was that investor behavior has changed…
The Relentless Bid, Explained
You hear it all the time these days – “There is a relentless bid underneath this market just waiting to buy every single dip…” and you can’t really argue with the statement itself. The dips have become shallower and the buyers have rushed in more quickly each time. Sell-offs took months to play out during…
Clips From Tonight’s Fast Money
Clips From Today’s Halftime Report
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…
Statuettes
Cartoon by Nate Beeler, the Columbus Dispatch
How Stocks Became the 2014 Underdog Trade
ConvergEx looks at year-to-date ETF inflows and outflows and picks up on something rather interesting – after an incredible year in 2013, investors are now shuffling their portfolio assets back toward bond ETFs and away from stock ETFs. We’ve seen $17.7 billion go into bond ETFs since January 1st while a net $16.3 billion has…
Hot Links: Dumbass Threats
Your morning financial links, expertly curated.