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…

“In my view, the chance of a grand bargain taking place after the election and before the end of the year is a long shot. In this scenario, Congress and the White House would reach a deal addressing tax, spending, and fiscal issues for the medium to long term.”

Too Big To Fail not only never ended, despite trillions in taxpayer emergency assistance, it actually got worse and became a permanent fixture of the national landscape in the wake of the crisis… From Bloomberg: Some banks have gotten bigger since the financial crisis. The Fed, U.S. Treasury Department and other regulators supported JPMorgan’s purchase…

Video.

They say never short a dull market.

Radio today!

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Angela Merkel made her most forceful comments yet on the possibility of Germany providing some kind of shared eurobonds and an FDIC-like guarantee for bank deposits – she said “not in my lifetime.”  That quote comes courtesy of Reuters, there is a string of comments coming from the same source as we speak. And, well,…