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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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I caught Rich Bernstein’s presentation at a conference last month and was very impressed. He went through the basics on how almost no one believes in a bull market for the first several years and then he talked about his favorite way to play this one. He believes in the US manufacturing renaissance theme and…

If you thought daytraders were struggling, you should see the carnage and upheaval in the cold-calling retail brokerage biz, which ought not to exist at all given its parasitic nature. I have a quote in this monster article by Zeke Faux at Bloomberg about how the way brokerage firms built up their businesses in the…

You’re just about done working for Congress for 2013, congrats! From the Tax Foundation: “This year, Americans will work five days later than in 2012 to pay all of their taxes. The total tax bill at all levels comes to approximately $4.2 trillion, or 29.4% of their total income,” said McBride. “That means taxpayers will…

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