Housekeeping

I had a really busy day today (that time of year!) but wanted quickly point you to a few things: First, Berkshire’s buyback news today was interesting, was glad to see it as a shareholder.  The buyback threshold has now been raised to 120% of book value up from 100%, which Motley Fool believes means…

Grading the Pundits’ 2012 Predictions

Punditry….tis a difficult business. But many attempt it, the risk is low and the reward is high – some people can make an entire career with a prescient call, even while sweeping their terrible calls under rug every year thereafter. There’s a website that’s dedicated to tracking the calls of the pundits and grading their…

Mission Accomplished

Once again the global conspiracy to trick retail investors so that professionals could trample all over them has done its job, this time it was the Fiscal Cliff hype-a-palooza. Bank of America Merrill’s strategist Savita Subramanian shows that in the last couple of weeks, individual investors have been fleeing stocks at a record rate. I…

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…