You can hardly expect a bond shop to entirely avoid a fixed income earthquake like the one we’ve just seen erupting across the curve and around the world – but given their own dire warnings about, well, everything, would it be too much to ask for them to have stepped away just a smidge? Guess…
Sweden must be crazy-boring…
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It was all a dream, I used to read Fortune Magazine
Warren Buffett, Byron Wein up in the limousine! Ok, sorry, I will stop that now. Sorry. Anyway, it was pointed out to me that sometime last night I broke through 50,000 followers on Twitter. When I started working on Wall Street, I never dreamed that I would one day be a financial markets commentator with…
Notes from Delivering Alpha 2013, Part IV
My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Below, my notes from the two evening panels, enjoy! – JB *** Panel – Asset Bubbles, moderated by Kelly Evans • Michael Novogratz, Principal and Director, Fortress Investment Group • Michael Sacks, Chief Executive Officer, Grosvenor Capital Management • Steve Kuhn,…
Notes from Delivering Alpha 2013, Part III
My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Part I is here, Part II is here Below, my notes from the afternoon sessions, I hope you enjoy! – Josh *** Panel – Alpha Agitator with Nelson Peltz. moderated by Andrew Ross Sorkin Nelson Peltz, Founding Partner,…
Notes from Delivering Alpha, Part II
My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Part I, starring Jim Cramer, Richard Perry and Preet Bharara is here Below, my notes from the late morning sessions, I hope you enjoy! – Josh *** Panel – The Great Rotation (investing during rising rates) moderated by…
Notes from Delivering Alpha 2013, Part I
My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Below, my notes from the early morning sessions, I hope you enjoy! – Josh *** Treasury Secretary Jack Lew begins the conference with prepared remarks. Long story short – Dodd-Frank did not crush the economy as…
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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…
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