Over at Convergex, Chief Market Strategist Nick Colas looks at S&P 500 sector performance as a function of dividend growth. It makes intuitive sense that a sector growing dividends faster than the SPX will also be an outperformer, given the fact that increasing earnings power is probably behind the rise in payouts to begin with….

he’s doing some very important work on the big topics these days.

Guilfoyle explains the principles of middle out compression on ‘Silicon Valley’ It’s a tough time to be a middle man in asset management these days. The most grave example of this is the hedge fund of funds business. I’ve been told that one of the most well-known FoF operations in the industry is now informally having…

Relax. Take a deep breath. You’re witnessing a military coup in Turkey. Both the military and the government are claiming that they’re in control. We don’t know which is true yet. The coup, should it succeed, would not necessarily be bad news for the free world. Turkey has had six coups in the last sixty…

When I wrote that The Laws of Capitalism Are Being Rewritten earlier this week, I didn’t expect it to get as big of a reaction as it did. It was cool to see everyone’s responses to me, with a lot aspects that I hadn’t considered myself. The key to what I was trying to say…

Our strategic asset allocation strategies were designed based on our core philosophy:

Sequoia blow-up triggers a lawsuit of Disney employees mad at their 401(k) committee…

The Sequoia – Valeant saga is a Lehman Moment for actively managed mutual funds.

You’re going to want to be in New York City for this on November 15th.