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…
Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…
This Bespoke detail on sentiment is a week old – nothing about broad investor sentiment was contained in this week’s…
Not one but two charts this week caught the eye, the first being the bottom chart which shows…