Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
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Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
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Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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Earnings Certainty Continues to Deliver Strong Returns
Evidente has updated the performance and ranking of its proprietary systematic model of earnings certainty or predictability and found that stocks...
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Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
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