November 2012

Special Dividends

What do I think of special or one-time dividends? Not a fan. I get why companies are doing it right now, obviously they’d prefer to pay themselves and fellow shareholders at a lower tax rate and we really have no idea what the tax rate may be in 2013. Right now it’s 15% but next…

a nice thought, but how does this work?

Here’s the thing about “Get Out and Vote, be Involved” or “Rise Above” or any of the other vague calls to action we’re hearing right now – While I agree with the sentiments broadly speaking, I’m not quite sure what to actually do about it, if anything. Take this latest attempt to “mobilize the troops”…

The City Mouse and the Country Mouse

I remember being read a book in grade school about a country mouse who visits his cousin, the city mouse, and after working through all of their differences, the moral is that they are more similar than they had originally thought. Which was happy nonsense but I liked it. Our city mice and country mice…

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…