Tomorrow may never come For you or me, life is not promised Tomorrow may never show up For you and me, this life is not promised I ain’t no perfect man I’m trying to do, the best that I can With what it is I have I ain’t no perfect man I’m trying to do,…

Thanks for dropping by for the third and final part of my notes from today’s Delivering Alpha conference. What follows below will be insights from John Paulson, a few of the younger, up and coming superstars of the hedge fund industry (we shall see), a discussion with Nelson Peltz and Ken Moelis, followed by Carl…

Below, my notes from the middle panels of the day. If you missed my notes from the first few of the day, they’re published already – right here. The middle panels of the day consisted of insights from Leon Cooperman (who came over and said the nicest thing to me I’ve ever heard, I’m still…

I woke up this morning at 5:30 with no alarm clock. It was dark and gloomy for the drive into Manhattan but I couldn’t possibly be in a brighter mood. Today I get an opportunity to see and hear from a dozen of the world’s greatest investors all in one day at CNBC and Institutional…

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…

A rather interesting comment from the Federal Reserve chair Janet Yellen during today’s Senate testimony re: the stock market (via WSJ’s Jon Hilsenrath): The Federal Reserve’s focus on financial stability puts it in the unusual position of declaring where officials see asset valuations stretched and where it sees assets reasonably priced. The Fed’s semiannual report…

Remember that time, in December, when everyone was like “This is going to be the year where stock-picking works,” because “correlations are falling” and “dispersion of returns are rising” and blah-beddy-blah-blah? Nope! This is like the hardest f***ing year ever for active stock-picking managers. Especially the core managers (growth and value) who make up so much…

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