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…

I’m no longer a Manhattanite – after a decade of inflicting that upon myself, I packed up the family and escaped to the suburban nightmare I grew up in rather than pursuing the claustrophobic keeping-up-with-the-Upper-East-Side- Joneses  nightmare I had adopted in my twenties. So, no, I don’t get to vote for NYC’s next mayor…but I am…

Today at 12 ET, DoubleLine’s Jeff Gundlach will appear at the top of the Fast Money Halftime Report on CNBC. Jeff doesn’t do a lot of television but we asked him to come on and discuss the recent bond market volatility and I think the segment is going to be really helpful in that regard….

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It’s obvious that Pandora ($P) doesn’t make much sense as a standalone web radio / advertising play but it’s also obvious that what they’ve built has value. The trouble is, every time news breaks about Apple’s in-progress streaming music venture, Pandora’s share price gets leveled. By way of full disclosure, I’ve traded $P a few times since…

This afternoon we’re being treated to the halt of Zynga Inc as the company has just announced another massive loss along with mass layoffs that can only be described as doing their employees a favor. I find it hard to believe that a Facebook-based video game company, whose braindead customers spend real dollars to buy…

The current correction began in April, a beneath-the-surface, sector-by-sector rattle that’s now caught the attention of everyone. Nobody sent out an evite so you can stop searching your inbox. You probably didn’t get a voicemail about this ahead of time either. Sentiment shifts quickly, irregardless of fundamental rhyme or reason, and no one tells you…