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.

This study plots the “dumb money confidence,” the “smart money confidence” and the spread between the two.

Chris Selland is a Boston-based technology industry analyst & startup executive.  Currently, he is an Expert Advisor for Focus Research and blogs at terametric.com. I had a great time on yesterday’s Focus.com SOPA Roundtable and was honored to be asked to participate. While we took a bit of time to celebrate the fact that the…

Ari Kuchinsky writes about the stock market, technology and often the intersection of the two. In my last post, I wrote about how the combination of Google and Twitter is inevitable. The Google+ button sure would look much better if it was merged with the Tweet button. Right now the Google+ button looks sad. From…

What will the breakout look like – value or growth. It matters.

“We don’t want to panic too much because we’re sure that someone will do something.”

So how should one trade these gaps? Well, it depends.