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…

Yes, Alcoa does still matter

Yesterday on CNBC I mentioned that Alcoa is still somewhat of an important barometer for the broader markets, even if a somewhat diminished one given its relative size versus the rest of the Dow stocks. Everyone on the show yelled at me that it’s irrelevant. OK, sure, but what does the data say? From MarketBeat:…

Art

True story… So I’m on the floor of the New York Stock Exchange yesterday for the Fast Money halftime show, bumping into friends who trade down there – Steve Grasso, Kenny Polcari etc.  The producer grabs me for the debate segment on YUM Brands, I’m the bear and Pete Najarian’s the bull. We’re whisked across…