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…

I’ve been in the markets a decade and a half and I don’t know what the fuck kind of Wild West dick-measuring contest this thing has turned into… David Einhorn’s latest 13D filing shows that he loaded up on shares of Apple – raising his stake by 50% –  just before bringing a lawsuit demanding…

I’m fully aware that, should Hewlett-Packard undergo a major transformation and turnaround in the next year, I will look like a total jackass and people will point back to this blog post with tears of laughter streaming down their cheeks. I don’t care, I accept that this is a possibility. That said, a Hewlett-Packard turnaround…

Working hard is not the same as making your work hard for you.