Almost invariably, when we look back at prior market tops or periods of correction, we see that at least one or two major measures of breadth had signaled the decline. Unfortunately, we also see these divergences between breadth and price during false breakdowns as well – which is why the game is so difficult. It’s…

The momentum stock slaughter that began on March 6th never actually stopped, despite a bounce in April. Today’s disastrous action in Twitter, Amazon, Yelp and Pandora is yet another reminder that the growth guys are sick of being long “promise” and the value guys have no interest in adopting these orphaned dot coms until valuations…

I’m going to be talking a lot about my new book on the site for the next couple of weeks, just like I did with Backstage two years ago. Jeff Macke and I spent a year researching, writing and editing it and I really want it to do well, so bear with me. I’ll try…

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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My friend Carl Richards did a post at the New York Times Bucks blog yesterday highlighting seven tips for new traders who want to give it a try. But he left out some key concepts so I thought I’d fill in the rest of what he missed. I have many professional trader friends but they’re…

I’m here at the 19th annual Ira Sohn conference at Avery Fisher Hall in Lincoln Center. I’ll be covering the afternoon and evening sessions here, including presentations from the following speakers: 2:05:      Larry Robbins 2:20:      Zach Schreiber 2:50:      James Grant 3:05:      William Ackman 4:10:      Paul Tudor Jones…

“Capital gains have not even been positive. From 1890 to 1990, real inflation-corrected home prices were virtually unchanged.”