Archive for July, 2012

• Jeremy Grantham on Investment Management Career Risk
  Joshua M Brown, July 31st, 2012 at 9:52 pm, Comments: 0

  Every time this quote pops up somewhere I smile

• Clips from Fast Money Today
  admin, July 31st, 2012 at 3:05 pm, Comments: 0

  Video.

• Meredith Whitney’s Bankapocalypse
  Joshua M Brown, July 31st, 2012 at 11:58 am, Comments: 0

  BREAKING: Banking is not such a great business in the presence of regulation and with a dearth of opportunities to add the secret sauce (leverage).  [...]

• 361 Capital Weekly Research Briefing
  Blaine Rollins, July 31st, 2012 at 9:35 am, Comments: 0

    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 [...]

• Hot Links: Pussyfooting
  Joshua M Brown, July 31st, 2012 at 8:00 am, Comments: 0

  Your morning financial links, expertly curated.Your morning financial links, expertly curated.

• Street Life
  Joshua M Brown, July 30th, 2012 at 6:09 pm, Comments: 0

  Rule Number One: Survive.

• The World Series of Bullshit, Game 3
  Joshua M Brown, July 30th, 2012 at 2:57 pm, Comments: 0

  Beware the sellers of product who speak with certainty about the decade ahead.

• Morgan Stanley on a Mittens Rally
  Joshua M Brown, July 30th, 2012 at 1:17 pm, Comments: 0

  Sam Ro just published some recent commentary from Morgan Stanley's bearish chief strategist Adam Parker.  Parker says that one thing that could change the tone [...]

• Some Anecdotal Stuff from a World Class Value Manager
  Joshua M Brown, July 30th, 2012 at 11:47 am, Comments: 0

  The economy is slowing and the stock market is expensive.

• Hot Links: Endless String of Scandals
  Joshua M Brown, July 30th, 2012 at 8:07 am, Comments: 0

  Your morning financial links, expertly curated.