Some fascinating insights from Nicholas Colas, ConvergEx Group chief market strategist, about which stocks got it done for the Dow this year and why understanding the winners is important into year end. Nicholas says that the theme that has driven this year’s winners (mainly the relative strength of the US consumer versus the world) must…

Josh here – one of the most controversial aspects of the recent rally has been the non-confirmation of the Dow Transports, something that Dow Theorists and many technicians would want to see to “validate” any breakout to new highs. The idea is that the Dow Industrials make the goods and then the Dow Trannies move…

Happy Hour at the SLS Hotel

Video.

My friend Tadas has noticed something that I’ve been thinking to myself as well – there seem to be fewer regularly-updated, high quality financial blogs these days. Many have simply disappeared or have gone inactive. And very few new ones of note have come along to replace them. But why? If anything, the market and…

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…

“Of the 123 S&P 500 S&P companies that have reported earnings through Monday morning, 60.2 percent have topped analysts’ expectations, shy of the 62 percent average since 1994 and below the 67 percent average over the past four quarters.”

Hi gang, just checking in from LA and already bitching about my hotel’s wireless sitch five minutes into my stay 😉 Quick observation on the markets today, I was out of pocket so I’m just now catching up with what I missed. Today looked like it would be a continuation of the action late last…

Is the Fiscal Cliff the next Y2K? I’ve heard some compare the two, I personally disagree, I think the outcome could be extremely impactful on the economy next year, depending on what kind of deal gets cut (and a deal will get cut in the end). But Jonathan Chait at New York Magazine is looking…