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Category: Emerging Markets

The Dollar / International and Non-US Investing / Top 10 Holdings

June 8, 2023 Brian Gilmartin Leave a comment

This daily chart of the UUP was sent to me about a month ago by a technician, Gary Morrow, (@garysmorrow)…

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Posted in: Currency, Emerging Market ETF's (EEM, Emerging Markets, EMXC, Oakmark International, US Dollar

Style-box Update: Value Had a Strong Six weeks, So did EqualWeight

November 16, 2022 Brian Gilmartin Leave a comment

  Please excuse the excel spreadsheet, but it’s the easiest way for me to track the data and keep it…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), Style analysis

A Dollar Potentially Poised for Reversal After Maximum Pessimism for Europe

September 7, 2022 Brian Gilmartin Leave a comment

The interesting thing about Tuesday’s, September 6th, ’22’s price action was that crude ended the day flat or just slightly…

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Posted in: Emerging Markets, EMXC, Oakmark International, US Dollar, UUP

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

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Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

In a One-Way Stock Market, Look for “Uncorrelated Assets” – Part I

May 11, 2021 Brian Gilmartin Leave a comment

Channeling my inner Harry Markowitz (that’s a joke by the way, referencing the seminal mean – variance work Markowitz did…

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Posted in: Correlation, EEM, Emerging Market ETF's (EEM, Emerging Markets, GLD, Gold, Oakmark International, VWO)

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