Another day, another historic high. The Dow came all the way back and then squeaked out its seventh consecutive positive close. I know exactly what is taking place beneath the surface today, having spent most of my time the last two days talking with anxious people – people unwinding bizarre hedges, massive bond allocations and,…
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…
Market timing is hard.
From Business Insider: Famous Dow Theorist Richard Russell has been bearish on stocks for as long as we can remember. But in his latest newsletter, he shocked us by recommending that his followers should buy stocks via the Dow Jones Industrial Average. A reminder – Richard Russell knows more about Dow Theory than maybe anyone…
The Dow Drug
Cartoon.
Chart o’ the Day: PE Ratio by Sector
The US stock market (S&P 500) is now selling at a 15.25 trailing 12 months price-to-earnings ratio (PE). This is up from 13.5 last summer, percentage-wise a pretty good jump. This obviously is a function of the receding fears of tail risk as forward earnings and revenue estimates themselves haven’t moved much. Bespoke Investment Group…
Moet & Chandon (SNL)
Video.
The Weirdest McDonalds Food Around the World
Infograph
Introducing ‘The New Disruptors’
I have a new regular column at Yahoo Finance called The New Disruptors and the premier post is now live. The idea behind The New Disruptors is that, at all times, there are technologies, companies and people who are shaking up the status quo, making big inroads into stale industries or changing the way things…
DeAndre Jordan Abuses Brandon Knight
Video.
Hot Links: Inevitable
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