Matt Yglesias is not impressed with your perennial crash call

I predict a crash. Okay, now I’m covered. Matt Yglesias takes on the myth-making surrounding those who predict market crashes on a regular basis and then take credit when one eventually materializes. One of the worst things about 2008 was that it bailed out a lot of misanthropes who were then able to capitalize on…

Three Reasons Active Mutual Funds Suck These Days

Brendan Conway picks up on three basic truths about the State of Active Management from a paper by Smead Capital director of research Tony Scherrer. There are three reasons why the modern actively managed mutual funds suck, according to the research: 1. Benchmark-hugging has now grown into such a large phenomenon that, when combined with traditional index funds,…

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…