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…

via Savita Subramanian of Bank of America Merrill Lynch’s Equity and Quant Strategy group, here’s why now is the time for CapEx expansion to (finally) get underway. We’ve been waiting for the capex boom Despite strong cash flows, low leverage and cheap financing costs, companies have sustained low levels of capital expenditure that have persisted…

Cartoon by Charlie Daniel, Knoxville News Sentinel

On the five-year anniversary of the market’s bottom, you’re hearing quite a bit of revisionist history – mostly from people who’ve worked against your well-being, even if it wasn’t intentional. What they’re saying now is that “It’s been easy money” over the last five years, and that “anyone could’ve made profits.” Forgive me, but this…

  Source: Dilbert.com

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“Alyssa, I’m sorry I called you a gap-toothed bitch. It’s not your fault you’re so gap-toothed.” – Mean Girls One of the biggest stories of the week was the ongoing fallout from the Mohamed El-Erian / Bill Gross break-up at PIMCO. In the wake of Greg Zuckerman’s incredible story at the Wall Street Journal, it…