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Writing at Barron’s, Ben Levisohn picks up on some recent commentary from market watcher Ned Davis of  Ned Davis Research. Mr. Davis says the global economy has hit a turning point… Has the global economy turned the corner? Ned Davis Research says it has. They point to yesterday’s release of the OECD Composite Leading Indicator–which…

As of this posting, Apple seems to have found some footing and is trading back up through the $500 level which is obviously a psychological area of concern for the bulls. Last night Tom Demark, a noted market-timer with a robust process that enables him to spot overbought and oversold conditions, planted his flag in…

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…

The idea behind tracking correlations between stocks is to get a sense of how much longevity a particular market trend might have. It is one data point, to be sure, but a good one. Correlations had been dropping steadily since the Eurosave as the market had moved higher. We saw all kinds of healthy rotation…

How important is it to “beat the market’? Depends. Are you a hedge fund manager or a mutual fund manager, whose ability to do so determines how much in assets the fund can raise? Are you a proprietary trader with a bonus tied to exceeding one benchmark or another? OK, in these cases beating the…

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Every time I write something about Warren Buffett or Berkshire Hathaway – positive or negative – at least one dude comes out of the woodwork with a snide remark or comment along the lines of “the float from Buffett’s insurance business is merely leverage in disguise,” implying that there’s no genius involved, just a cash-flow…