I’m not sure what’s behind this phenomenon – but traffic on job websites has exploded this year. Some stats from Experian Marketing Services: * Job site traffic is at a record high * Job site traffic is up 23% year over year * Jobsites received more than 739M total US visits in Feb 2013. * Total visits to job…
Chart o’ the Day: Dow Jones Industrials vs Household Income
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Hot Links: Hall of Fame
Your morning financial links, expertly curated.
Ladies and Gentlemen, the Stock Market is Shrinking
There’s this really interesting phenomenon that’s taking place that you don’t hear much about – my friends at FT Alphaville are calling it “De-equitisation.” I suppose in the US we’d call it de-equitization with a z but you get the point. The concept here is that, thanks to a variety of factors, the equity markets…
Chart o’ the Day: US Stock Fund Flows, 2007 and Now
Equity fund flows are predictive of nothing, they’ve actually had a zero percent correlation to the S&P 500 over the last five years according to research I’ve seen from Credit Suisse. But equity fund flows do dispel the “euphoria” myth, whereby it assumed that because the Dow is breaking new highs, the nation is deep…
Are You F%$@ing Kidding Me?
You’ll have to excuse my obstreperousness – prior to reading this article I had no idea that there were enough stupid people left after all we’ve been through to be buying into an Apple guru’s hedge fund that just trades Apple. Apple options, specifically. Are you f%$@ing kidding me? From Fortune: “Dear Limited Partner, it…
Burton Malkiel on the Importance of Financial Advisors
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Wrong question.
The big article leading off the New York Times Business section today entitled: Investors’ Quandary: Get In Now? with the opening line: “So is it too late for investors to join the party?” All your favorite market gurus are in the piece – Birinyi, Arnott, Wein, Rosenberg etc. It’s all so embarrassing. Everyone has an…
New ‘Iron Man 3’ Trailer Hits!
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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…
