and then European stocks began to crush the S&P

At the end of the 2nd quarter, I started to talk about our European equity overweight in public. I was almost embarrassed at the time but then, because I’m a true coward, as the trade started to go our way I began to gain the confidence to speak more loudly. At least I can admit…

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…

Drums of War

The “surgical strike” on Syria is looking more and more likely based on reports coming from virtually every direction this morning. Here’s NBC News: Missile strikes against Syria could be launched “as early as Thursday,” senior U.S. officials said Tuesday as the White House intensified its push toward an international response to the suspected use…

The Wolf of Wall Street is Almost Upon Us

The Wolf of Wall Street film is, at long last, almost here. Last summer, I explained why I was so excited to see it, see: The Wolf of Wall Street Cast Comes Together Also, the below primer just hit the web, it tells the story of why the movie took so long to make it…

The Forward Earnings Outlook with Brian Gilmartin

Josh here, today I want to introduce you to Brian Gilmartin, the founder and portfolio manager at Trinity Asset Management based in Chicago. Brian’s been managing portfolios since 1995 and does a really great weekly summation of The Street’s forward earnings expectations on his blog Fundamentalis. Forward earnings expectations are very important for all traders…

Is Twitter Saving the VMAs or Banging in the Final Nail?

Last night’s MTV VMA show was by far the worst one of all time. I’m of the MTV generation (the original one) and have watched every single year. Why? For twenty-something years the show served as a barometer for pop culture in the English-speaking world, much more so than any other annual program or awards…