Stuff I’m Reading this Morning… Highest conviction hedge fund exposure by asset class. (ZeroHedge) Jobless Claims drop for fifth straight week. (USAToday) Someone gave JPMorgan the idea that America was interested in social engagement with it. What a solipsistic bubble of ignorance these people have constructed for themselves to live in. (Bloomberg) and (BusinessInsider) Five…
Clips from Today’s Halftime Report
Questions we ask about all new technologies…and answers
Source: XKCD
inflation’s first victims
Cartoon by SMBC
Hot Links: Worst of Both Worlds
Stuff I’m Reading this Morning… Investing advice for the average investor from one of history’s most above-average investors – here’s what Ray Dalio thinks you should do: (TheTell) Everybody’s re-doing their ladders to get shorter: “Investors yanked $61.8 billion from intermediate-maturity debt funds in the first nine months of the year, while pouring $46.2 billion into…
Clips From Today’s Halftime Report
361 Capital Weekly Research 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…
Everything You Need to Know About Stock Market Crashes
Since everyone is talking about stock market crashes this week, let’s add some context here… Since the invention of the Dow Jones Industrial Average at the turn of the last century, there have been eleven instances in which stocks declined by more than 35% from peak to trough, or what you would term a market…
Hot Links: Zombie Funds
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