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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…

Games People Play: That 1929 Analogy

I’ve railed against the foolishness of chart overlays many times before, as have friends of mine like Dan Greenhaus. I understand the use of pattern recognition and the popularity of fractals, but when you see chart overlays presented like the “1929 vs Today” one that keeps popping up, you know for a fact that it’s…