Fascinating chart from Jerry Khachoyan at The Armo Trader blog. Below (click to embiggen), Jerry show’s how almost every market top and bottom has coincided with an action or announcement from the Federal Reserve or its FOMC…   Source: The Armo Trader

Of all the events going down at next week’s The Big Picture Conference, the one I’m probably most excited about is the fireside chat with Art Cashin that will be closing the program. Art made mention this morning in his Cashin’s Comments note for UBS: Coming Attractions – Or Maybe A Fair Warning – Next…

You can use the terms trader and investor interchangeably on this one… What I like best about the Larry Benedict chapter in Jack Schwager’s Hedge Fund Market Wizards  book is that it opens with a story about repeated failure. Before becoming the uber-successful founder of Banyan Capital Management, Benedict failed and failed repeatedly but kept…

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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…

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LPL Chief Strategist is out with a clever note pointing out the similarities between fall 2013 and the 1967 environment. Slightly off topic – Jeff is speaking on a panel at our Big Picture Conference on Tuesday, October 8th. As we wrote last week, the stock market pullback is part of the “kick-the-can” pattern we…

A look at the Wall Street consensus for profits in the coming year.