Not a hater, just putting it out there. The Atlantic’s Matt O’Brien canvassed some of the top financial writers out there for their favorite charts of 2013 or the ones that tell the story of this year best. By my count, nearly a third of these charts dealt with economic unfairness in some way, shape…
Bullish Sentiment is Now Officially Embarrassing
It was much easier being an optimist before everyone else came around. As I said the other day, I no longer know what to think at this point (see: Now What?). The data is all more constructive – Bill McBride (Calculated Risk) thinks we’re on the cusp of a major lift this coming year. But the…
Does Stock Market Strength Beget More Strength?
LPL chief strategist Jeffrey Kleintop put out my favorite 2014 preview note of all the brokerage firms (and I’ve read them all, believe me). One of his charts deals with the idea that historically strength has begotten strength in the US stock market. Anything can happen at all times but it’s contextually helpful to understand…
New Market Leadership – Warehouses Over Townhouses?
The Bank of America Merrill Lynch RIC Report is out and they’ve got ten themes for 2014. As one of these ten ideas, the Research Investment Committee picks up on something that I think is long overdue – the possibility of a shift away from consumer-driven recovery stocks into something more industrial or commercial. If…
Hot Links: Tune Up
Your morning financial links, expertly curated.
The Wizard of Oz was about the Gold Standard
You learn something new every day. Here’s Jeff Saut, from his latest market commentary as chief strategist of Raymond James: Indeed, L. Frank Baum’s book was penned in 1900 following unrest in the agriculture arena (read: farmers) due to the debate over gold, silver, and the dollar standard. The book, therefore, is supposedly an allegory…
Clips From Tonight’s Closing Bell
361 Capital Research Weekly Briefing
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…
Meet the New Boss
BlackRock has $4.1 trillion in assets under management – they’re the largest investment management firm on earth – and probably 7 out of 10 people on the street where you live have never heard of them. And as a result of being so large, the company owns an awful lot of shares in the world’s…
How Warren Buffett Writes His Shareholder Letter
Warren Buffett’s annual letters to Berkshire Hathaway shareholders have taken on a canonical quality in the eyes of investors over the past few decades. Each time the new one comes out, a million people or more devour it for the latest kernels of wisdom Mr. Buffett’s earned over more than half a century in the…
