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…
How New York City Works
Me: What’s your problem? Him: Nothing, still trying to sell this stupid apartment… Me: So? Sell it. Him: Not so simple, getting lowballed and the brokers coming up with buyers are really just trawling for the listing. Me: What do you mean lowballed? What are you asking? Him: One million. Me: There’s your problem right…
Hot Links: San Francisco is Doomed
Your morning financial links, expertly curated.
Solar Stocks Break Out
Regular readers here know that I’ve been an uber-bull on solar technology and the related stocks for over a year now (see here). I don’t give out stock ideas or trading recommendations (or investing advice of any kind) here at this site, but I do talk about the bigger-picture trends that interest me. Solar is…
Clips from Today’s Halftime Report
Hot Links: Mass Execution
Your morning financial links, expertly curated.
Oh, Behave!
Some good behavioral investing reads from this week: Rick Ferri on why market timing doesn’t work – probabilistically or practically. (ETF) Jason Zweig on how market stress leads to drastic pattern changes in investor behavior. (MoneyBeat) “What is it about risk taking that so eludes our understanding, and our control?” (NYT) A is for Anchoring…
a gift
Cartoon
Rich Bernstein: Here’s where the inflation is
Killer chart from strategist Richard Bernstein of Richard Bernstein Advisors this week. Bernstein has been bullish on US equities for the last few years both in absolute terms and, especially, versus the emerging markets. He sees the US small and midcap sector, which are heavily focused on the US economy, as being a better bet…
Jerry Seinfeld on Father’s Day
Video
