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Stephen J. Guilfoyle “Sarge” was previously the U.S. Economist at Meridian Equity Partners from 2007 following a long career at Credit Suisse. Stephen has worked on the trading floor of the NYSE continuously since July 1987 and actively serves as a Sergeant in the National Guard. *** Good Morning, Well, folks….we’ve gotten through the “State…

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From Bloomberg: Bridgewater Associates LP, the $140 billion hedge fund founded by Ray Dalio, is betting on global stocks and oil as it expects money to move into equities and other assets amid increased economic confidence. Bridgewater, the world’s biggest hedge fund, is bullish on stocks, oil, commodities and some currencies as it expects cash…

Was Apple’s fall from grace unforeseeable? That’s become the prevailing wisdom among those covering the aftermath – but I don’t think so. Felix Salmon has a great post where he builds upon the James Stewart piece I linked to over the weekend and offers a good overview of what went wrong when 57 brokerage firm…

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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Dedicated analysts on the sell-side or at buy-side firms with heavy stockpicking activities find themselves spending dozens of hours ever quarter listening to earnings conference calls.  And on those calls, executives repeat public information that has already been stated in the press release and sometimes offer color commentary surrounding the numbers themselves. They take mind-numbingly…