The Global Market Update
Douglas Tengdin, CFA is Chief Investment Officer at Charter Trust Company and author of the popular investment blog The Global Market Update. Tackling all things financial, economic, and investment-oriented. The Global Market Update has been in production since 2007. Through bubble-mania, market panics, irrational gloom, and new, new things, Doug tries to keep his head and his sense of humor.
The Market Strategy Report
Mark Ungewitter is a veteran money manager, known widely for his original research and analysis. Mark scours the globe for evidenced-based solutions, assessing world markets from a multi-disciplined perspective. He is an accomplished market technician, specializing in visual presentation of complex matters. Read on for a unique guide to everything financial.
The 4-year cycle in U.S. equities appears to be back in sync after dislocations surrounding the crash of 2008-2009. This suggests an important bottom in [...]
After three years of rejection, MSCI has finally accepted China A-shares into its bellwether emerging markets index. http://www.reuters.com/article/us-msci-indexes-idUSKBN19B325?il=0 The move will be gradual, however, and [...]
After decades of preaching profit margin reversion, GMO’s Jeremy Grantham just recanted (pp. 9-16). His first-order evidence is presented in Chart 1 below. Something is [...]