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…
Wall Street’s Earnings Revisions
Charts
The Revenue Recession
If you thought estimates for earnings growth were low (we discussed this yesterday), wait til you see what The Street is estimating for revenue growth. Nicholas Colas is calling this “the Revenue Recession” in his note this morning for ConvergEx Group, where he is chief market strategist (emphasis mine): *** Wall Street analysts have continued…
The World According to Mario
Video
Chart o’ the Day: The Big Breakout in Breadth
Chart
Hot Links: The Big Call
Your morning financial links, expertly curated.
Clips from Tonight’s Fast Money
Low Expectations are a Huge Positive
Shhhhh!
end times
Cartoon
Chart o’ the Day: ETF Trading Volumes
No one should be surprised any longer that ETF trading volumes spike in times of volatility – for more and more investors, ETFs have become the “true market” – as controversial as this premise is. BlackRock has an important post on this increased volume and the structural integrity of the ETF market throughout the recent…
