A numerator vs. denominator race at beta, alpha has no style
Our CROCI analysis highlights the importance of valuation assumptions
Mother of all profit cycles vs. secular climb in yields
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
Lift off: To those that boldly go!
Have small caps seen a weak decade, or were large caps simply off the charts?
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
