As Operation Desert Shield became Operation Desert Storm in 1991, the world tuned in to the action on CNN – they turned the channel on and left it on until the war was won. It was the fledgling 24-hour news network’s big moment – no one was yet convinced that all-day, non-stop news was a…

Five years is a long bull market – but far from the longest on record. It does, however, meet the duration of the last bull to within minutes. Chart below via my pal Chris Kimble of Kimble Charting Solutions, click to embiggen as always:   Follow Chris on Twitter @KimbleCharting

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Once upon a time there was an egotistical man who sold subscriptions to a stock market research product based on the premise that his “signals” could tell people when to buy and sell. To get attention for his service, he railed regularly against the Wall Street establishment, whom he referred to derisively as outdated, hopeless…

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…

via Savita Subramanian of Bank of America Merrill Lynch’s Equity and Quant Strategy group, here’s why now is the time for CapEx expansion to (finally) get underway. We’ve been waiting for the capex boom Despite strong cash flows, low leverage and cheap financing costs, companies have sustained low levels of capital expenditure that have persisted…

Cartoon by Charlie Daniel, Knoxville News Sentinel

On the five-year anniversary of the market’s bottom, you’re hearing quite a bit of revisionist history – mostly from people who’ve worked against your well-being, even if it wasn’t intentional. What they’re saying now is that “It’s been easy money” over the last five years, and that “anyone could’ve made profits.” Forgive me, but this…