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…
European Portfolio Managers Swing Bullish
88 per cent of European fund managers expected the eurozone economy to strengthen in the year ahead
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Chart o’ the Day: Euromentum
Below, a ratio chart I’ve created of the EuroStoxx 50 priced in the Dow Jones Industrial Average using the ETFs. Under that is a straight-up performance of the two over the last 30 days. The FEZ is the “Dow of Europe” ETF, it tracks the EuroStoxx 50 Index of large caps and is dominated by…
Hot Links: Bout of Nonsense
Your morning financial links, expertly curated.
Clips from the Closing Bell
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Clips from Today’s Fast Money
Clarification
Yesterday I talked about what I deemed to be some rather harsh and somewhat insulting comments coming from the passive investing camp and being directed toward those who have a different opinion of how to invest. While I agree with the idea of being more passive and using indexes (which we do in practice), I –…
Chart o’ the Day: Time for Materials to Shine?
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Oy vey.
From Bloomberg: The market for so-called covenant-light loans that lack typical lender safeguards such as limits on debt has already soared to $155 billion this year, beating the record $96.6 billion in 2007, according to Standard & Poor’s Capital IQ Leveraged Commentary and Data. Junk-bond sales rose 24 percent to $235.3 billion through Aug. 9…
