The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…
Channeling my inner Harry Markowitz (that’s a joke by the way, referencing the seminal mean – variance work Markowitz did…
Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…
Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…
Not one but two charts this week caught the eye, the first being the bottom chart which shows…