Strategy

April 8, 2017

MidLincoln Chart Art

Mining for Market  Ideas

Global Sectors - PE vs Growth Download file in Power Point	Key Quant Indexes YTD Performance Download file in Power Point	Quant Funds Outflows - Less Download file in Power Point
Brent Oil price vs. USD Index (DXY). Dollar strength is the key to oil price dynamics Download file in Power Point	Emerging Markets Funds Post inflows much more often then outflows recently Download file in Power Point	Quant Funds Keep Posting Small Outflows Download file in Power Point
Average Debt To MarketCap across Countries Download file in Power Point	Worst 20 Markets Last Year Vs. Their YTD Perfromance.. Download file in Power Point	Ukraine - unexpected winner this year Download file in Power Point
Gold�s heads and shoulders � rally to be short lived? Download file in Power Point	Gold and Precious Metals Funds Show Outflows Download file in Power Point	Canada Yield Spikes on US Rate hike Download file in Power Point
Caracas Stocks Take off as Oil Plunges Download file in Power Point	Global Sector YTD Performance Materials Lead � Energy Lags Download file in Power Point	Historic Russia Average Sov. Bonds Yields vs Dividends Yields Download file in Power Point
Key Russia Linked ETFs Download file in Power Point	Russia RTS Sectors 12 month performance -"state owned regulated" Utilities lead while "free market" Consumers lag Download file in Power Point	Some of the Key Russian Benchmarks (published ex-Russia) YTD Performance Download file in Power Point
Russian RTS Index Subsectors Performance Download file in Power Point	Some of the Best Performing Bond Fund Ideas YTD (% NAV Change YTD) Download file in Power Point	Fund Flows into Key Commodities Funds Download file in Power Point
Historic and Projected Revenue Growth By Sector Download file in Power Point	Price of Aluminium on LME Download file in Power Point	MidLincoln Comics: Download file in Power Point
Key Performing Index Ideas YTD Download file in Power Point	Weekly Fund Flows For Select GEM Countries Download file in Power Point	Bonds vs. Equities Larger Set Download file in Power Point