My friend Erik Swarts Market Anthropology) does some really great fractals and analog charts. While analogs are often criticized (deservedly) because the X and Y axes can be easily manipulated to illustrate any opinion under the sun, I find that certain extreme examples simply cannot be ignored. The validity of fractal analysis comes from the…
April 2014
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…
Chart o’ the Day: Energy Breaks Out
Chart
management priorities
The relentless focus on quarterly results in Corporate America is a distortion driven by Wall Street’s expectations game and nearly everyone is compelled to participate for the sake of their own take-home compensation. This goes a long way toward explaining the dearth of daring in the economy these days and the preference for “easy” financial…
Hot Links: Shock the Street
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Clips From Today’s Halftime Report
no warranty
Cartoon
Here’s the good news…
Lots of talk about economic “Escape Velocity” these days, and whether or not we’ll actually see it in 2014. We’ve had four annual false starts for escape velocity since 2010 – every spring we look like we’re ready to rock, every summer the estimates are ratcheted back down again. But something in the atmosphere has…
Hot Links: Bubbletown
Your morning financial links, expertly curated.