I’ve been working on my newest book, co-written with my friend Jeff Macke, for the last 12 months. I’m pleased to announce that Clash of the Financial Pundits is available for pre-order starting now! The book comes out thirty days from now on May 23rd. I hope you have as much fun reading it as…

Not much else to discuss this morning other than the slew of earnings reports hitting left and right. Also, it’s bring your child to work day for me and apparently my kid can’t go anywhere without bags of toys, spare clothes, snacks etc. So that’s going on right now… But here are some takeaways from…

I totally agree with David Einhorn’s assessment that we are witnessing “our second tech bubble in 15 years.” I agree mainly because of how nuanced his analysis is – he’s not calling the whole market a bubble or even the entire tech sector – he’s speaking about a select group of popular momentum names that…

Your morning financial links, expertly curated.

My friend Erik Swarts Market Anthropology) does some really great fractals and analog charts. While analogs are often criticized (deservedly) because the X and Y axes can be easily manipulated to illustrate any opinion under the sun, I find that certain extreme examples simply cannot be ignored. The validity of fractal analysis comes from the…

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…