The Why

There seems to be a debate about what’s causing the continued market malaise right now, at a time of year when stocks are typically in rally mode. One camp blames “Fiscal Cliff Fears” while another says this is all about Euro weakness and the latest Greek deal that no one seems to be satisfied with….

Retraction re: Antifragile Parody

Earlier this week I wrote a satirical post in which I attempted to discuss the release of Nassim Nicholas Taleb’s new book “Antifragile” in a fun and clever way by parodying some of the excerpts that had appeared elsewhere. I have since been informed that both the author and the publisher had a concern that…

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…

An Alternate History of the US Economic Recovery

Hi, I’m Josh Brown. You might know me from such shows as The Fast Money Halftime Report on CNBC or Breakout! with Jeff Macke. I’m not an economist by training (thank god). I’m just a street smart kid who watches (and chronicles) everything, has no political affiliations (I hate them all) and understands human nature…

Market Recon: 11/26/2012

Stephen J. Guilfoyle “Sarge”, is the U.S. Economist at Meridian Equity Partners since 2007. Stephen joined Meridian after 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, Out of Europe, what…