Your morning financial links, expertly curated.

Cartoon.

Here’s why your politics and your investing outlook should never ride the same short-bus to that special school they’re enrolled in – the conventional wisdom about George W. Bush was that his “business experience” would mean a great boon to Corporate America and US businesses. Now of course, his laissez-faire policies of delegate and deregulate…

Most of the time, this is hard. But sometimes, the Market Gods (Trend, Valuation, Volatility) and the minor deities who flank them (Art Cashin, Louis Rukeyser) see fit to lay an easy decision at our feet. Apple is one of those easy decisions right at the moment. The company has just informed us that they…

Brown’s Investing Rule #76 The fancier the math one uses to justify an entrenched investment opinion, the more obscure and arcane the indicators employed, the more desperate and wrong that person is. We don’t resort to algebraic equations when we’re on the winning side of a trade and confident that we have gotten the broad…

Video.

Oy vey…

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…