June 30, 2017


Some excellent charts from Robeco, including REIT yields and Europe vs US CAPE ratios…biggest spread since at least the 1980s… Charts then download… —- —- Link to Download Outlook Website https://www.robeco.com
March 31, 2017

Complexity Rules

Lots of great charts in here from KKR on macro outlook…a couple European charts then the download… —- —- Link to Download Complexity Rules Website http://www.kkr.com
March 21, 2017


Y’all know I like Eastern and Central European stocks.  A friend sent in this PPT from a firm I’ve not hear of, but some nice graphics… Chart then downloads: —- —- Link to Download WHY CENTRAL EASTERN EUROPE(CEE)? THE RATIONALE […]