This week at the Mobile World Congress show in Barcelona, Gary Kovacs, the CEO of Mozilla made a bold announcement about how its Firefox operating system will be pushing further into the mobile fray with new phone makers picking it up. He had the following to say about where he sees mobile heading (via Tiernan…

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…

I was having a discussion with the CEO of one of the largest financial media companies in the country yesterday. A few points I made: 1. The population of DIY investors who want to actively trade their own stocks each day and need news that caters to them is small and shrinking (their estimates are…

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“Happiness is like those palaces in fairy tales whose gates are guarded by dragons: we must fight in order to conquer it.” – Alexandre Dumas I turn 36 years old today. If I close my eyes, I can see almost everything that’s preceded this day. I remember everything, a blessing and a curse. My earliest…

It was a lot more fun being long equities late last year when everyone else hated them. Especially as the hedge funds began furiously buying to catch up with the year-end rally. This year its not so fun, knowing that so much money has already been plowing in. Steven Russolillo (WSJ) has the story on…

By my informal calculations, Beijing probably killed or incarcerated two or three million people as part of its riff-raff cleanup ahead of the 2008 Olympic Games. Give or take a dozen or so -but it worked.  And now we see Brazil hard at work on a similar effort – albeit probably with way less political…

Last week’s pause / drop in stocks was relatively mild and shallow as far as these things go and it was also the Most Anticipated Pullback in History.  Market participants freaked out anyway, lulled into complacency by how utterly benign and tranquil the tape has been for so long now. I’ve been talking about my…

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