How to sell structural capital?

361 Capital Weekly Research Briefing  January 17, 2011 – 04:51 pm

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 investment mutual funds, separate accounts, and limited partnerships to institutions, financial intermediaries, and high-net-worth investors

 

361 Capital Weekly Research Briefing
uly 16, 2012

Timely perspectives from the 361 Capital research & portfolio management team
ritten by Blaine Rollins, CFA

Can you say welcome to Q2 earnings season? The lineup this week...
ech = INTC (Tues), EBAY/IBM/QCOM/XLNX (Wed), and GOOG/MSFT (Thurs). Banks = C (Mon), GS/STT (Tues), BAC/BK/PNC/USB (Wed), BBT/FITB/HBAN/MS (Thurs), and STI (Fri). Industrials & Materials = CSX/Rio Tinto (Tues), BHP/HON (Wed), DHR/NUE/UNP (Thurs), and GE/IR (Fri). Other Mega Caps = JNJ/KO (Tues), PM/UNH/VZ (Thurs), SLB (Fri).

Source: The Reformed Broker

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