Wall Street living legend Byron Wein recently turned 80 years old and wrote up a list of 12 things he’s learned in his time. Byron’s list-making alacrity needs not be stated for those who’ve been in the game for awhile – his annual Surprises rundown is a tradition known around the world. Of all Byron’s…
LOL – ECRI’s Recession Call Parody Video
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Clips from Tonight’s Fast Money
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Clips from Today’s Fast Money
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Gold Miner Update: Yes, they still suck.
In November of 2011 I came out extremely bearishly on the gold miners, a sector that I believe to be rife with some of the worst publicly traded equities in the entire market. Amazingly, it’s gotten much worse than I thought it could. At the time, David Einhorn was buying the GDX and talking about…
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…
92% of All ETF Inflows Year-To-Date Go To Stocks (but don’t use the R word)
The market strategists at ConvergEx Group take a look at YTD ETF inflows at the halfway mark through Q1. And while I don’t want to upset everyone who screamed that “it’s not a rotation!” til they were blue in the face, I would like to share some stats with you… As a reminder – flows…
Time to Shear the Sheep
Two different friends of mine on the wealth management side of Morgan Stanley forwarded this DealBook link to me overnight. One of them said “Oh boy…” Morgan Stanley wants to see its brokers and advisors (many of them legacy Smith Barney) work more closely with the banking and capital markets side of them firm to…
Hot Links: Reagan 2.0
Your morning financial links, expertly curated.
How Did Morningstar’s New Ranking System Fare in 2012?
Charts.