“If you are going to be wrong, it pays to be spectacularly wrong.”

The below is a guest post from the relatively new blog / tool Pundit Tracker. Pundit Tracker is looking to quantify the pronouncements and predictions from America’s favorite market strategists and commentators, I’m trying my best to stay on their good side 🙂 Please check out the below awesome take on Apple forecasts and a…

Chart o’ the Day: Commodities Breaking Out?

Chris Kimble looks at the commodities basket index to see if a breakout is brewing… Click to enlarge   Source: Kimble Charting Solutions  Follow Chris on Twitter @KimbleCharting Read Also: Sorry, commodities are a poor diversification tool  (FT Alphaville)

Crowds

Edson Gould, one of history’s greatest market forecasters: Crowds do not think. They do not reason. They simply react, animalistically and emotionally. As a near-perfect example of what I mean, and something to which almost anyone can relate, the following example is cited: You’re alone in an empty movie theater and hear the cry of…

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…

and then everyone’s models were trashed in one month

Ben Inker (GMO): To investors focused on U.S. equities, it may be easy to forget the investing excitement of this spring, but for others, particularly anyone running a portfolio predicated on asset class correlations being low, this has been a pretty shocking couple of months. From May 22 to June 24, the S&P 500 lost 5.6%, MSCI…