Video.
Map of Europe, 2022
Cartoon
QOTD: Bank of Tokyo on June NFP
Today’s Quote of the Day is a classic, emphasis mine: QE tapering is locked and loaded for the September Fed meeting after this morning’s number. The cut from $85 billion may be less than you think, but the first cut is coming even if it’s not the deepest. Why? The jobs picture is a little better. …
Second-Half Happy Ending?
I have no idea what will happen in the second half of this year. Which is cool because you don’t either, nor does your brother-in-law who “knows a guy.” Professional forecasters typically embark on one of the following exercises to make their predictions: a) take current trends and extrapolate them out into the future assuming present rates…
Jerbs Report
Another just-okay number, another opportunity for reporters, traders, pundits and politically-biased columnists to make it mean whatever they want it to mean. I stays out of that game, because, knowledge. The only opinions on the daily releases of US econ data I’m interested in come from Bill McBride at Calculated Risk. Everyone else can just…
The Broker Who Saved America
You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale. But it is very unlikely that you know the name Haym Solomon. This is unfortunate, because he’s the guy who arranged financing to keep the Continental Army alive during its darkest days, finding the money to…
Clips from Fast Money
Video.
My Edge and the Crossroads
“Successful investing is anticipating the anticipations of others.” – John Maynard Keynes When people ask me what my edge is, I tell them I have a very good sense of what the crowd is thinking and I think I’ve gotten pretty good at what they’ll do about it next. I pay close attention to when…
CEO pay
Source: Dilbert.com
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…