My fellow advisors and assorted investment industry colleagues – I am pleased to announce a new feature at Investment News I’ll be doing called The Takeaway. This daily post is intended to be the premiere industry linkfest so that those of us who are busy all day can get up to speed in minutes each…

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 guys at AQR, quants all of them, are a lot smarter than I am. So I’m glad this white paper of theirs about cloning Warren Buffett’s stock picking abilities is not necessarily becoming a fund or anything.  Because it screams Gimmick and doesn’t seem to be the sort of thing they’d want to really…

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I’m not voting today because I live in a perma-blue state. New York wouldn’t vote for Romney if he pulled Neil Diamond out of a fiery car wreck.

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My boss wrote the only no-nonsense investor guide to the election, but before we get there, I also want to share this chart from Goldman Sachs’s equity strategy guy David Kostin via Business Insider: “We expect both rates to rise in 2013 but the election outcome will determine details,” Goldie says the most likely scenario…

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Unless you’re taking physical delivery of the materials themselves, you are not “investing” in commodities. You are investing in the potential of higher commodity prices – more akin to trading. Which is not the same as owning an equity share in a business. Unless the way you’re getting your exposure is through public companies that…