An update to the blog post from the start of the year
(50 of our best/worst/favorite charts of 2021 and ones to watch in 2022)
Answers to common questions; free access to some recent reports, reasons why people subscribe/unsubscribe, different services, track record…
We surveyed our paying subscribers, and here's what they had to say...
A data-driven look at why people unsubscribe from our paid service
I had some questions, so here's some answers...
Key insights from the monthly report: macro outlook, asset class views
This week: Global Equity Technicals, Valuations & Monetary Policy, EMFX, EM Fixed Income, LatAm Equities, China H-Shares, Bank CDS, bearish sentiment…
This week: equity positioning, gold and real yields, consumer confidence crunch, agri prices, gold vs commodities, gold miners vs energy producers…
This week: value vs growth, covid case trends, global PMI pulse, inflation vs deflation, stocks vs bonds, fund flows and IPOs
This week: bond market breakdown, global policy pivot, global equities ex-US, sector significance, dividend futures, frontier markets
Review of markets and succinct guide to risk vs return outlook across asset classes