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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.
Stranger Than Fiction!
The Facebook IPO just fucking broke 29 to the downside. I’ve never seen anything like this in terms of hype turning to horror so quickly. My favorite contemporary folk artist, WilliamBanzai7 goes in on the social media madness below… Much more here: Social Media Confidential (Zero Hedge)
Bad News About My Tech Conference, PENETRATE!
In hindsight, I knew I should have held my first annual PENETRATE! conference before the whole Facebook megillah.
Throwback: What Goes Around (1992)
Video.
Kenny: Post-Holiday Gap & Run, Facebook to 19
Video.
Simon Johnson's Europe Survivor's Guide
I can’t tell if we’ve reached peak panic yet, Simon Johnson’s latest at Baseline Scenario indicates we’re damn close:
Hot Links: Shock the World
Your morning financial links, expertly curated.
Tyler Cowen: Story is the Enemy
“…we are too easily seduced by stories.”
About your panel discussion…
If you can understand this, my only condition, then yes, I wholeheartedly and enthusiastically accept your invitation to participate in the panel discussion, thanks for having me!
