• Breaking Bad  

    The current market environment could give active managers a chance to shine, but absolute returns could throw shade on strong relative performance.

  • Must Reads of the Week | 361 Capital Blog  

    Our favorite reads of the week and the quotes that make them worthy…

    “Give it a fake headline, and it’ll write the rest of the article, complete with fake quotations and statistics. Feed it the first line of a short story, and it’ll tell you what happens to your character next. It can even write fan fiction, given the right prompt.

  • Should Investors be Deterred from Small Caps?  

    In our latest Wall Street Mood Monitor™, Chief Investment Officer John Riddle, highlights the decidedly negative sentiment on Wall Street as part of our three-factor model of revisions, earnings trends, and correlations. Here, we take a deeper look at revisions, specifically within the small cap universe.

  • Must Reads of the Week | 361 Capital Blog  

    Our favorite reads of the week and the quotes that make them worthy…

    Yes, a booming stock market is boosting inequality. Politicians could address this by raising taxes on both dividends and capital gains or by lifting the minimum wage. By focusing on only one form of how corporate profits are returned, though, they would distort capitalism, not fix it.

  • Time to Consider the Alternatives  

    Time to Consider the Alternatives

    February 06, 2019
    Andrea Coleman

    In one of our recent posts, we discussed building portfolios that can handle the inevitable ups and downs that investors experience in the markets. Today we will discuss an important step in that process, namely, understanding the current market environment and setting go-forward expectations.