Strategy

February 14, 2017

MidLincoln Chart Art

Mining for Market  Ideas

Best 20 Equity Markets YTD

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Key Performing Fund Ideas

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MidLincoln Rural Crafts Center

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When Was It Good To Buy RTS and Hold To Date?

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Best Topics YTD by Index Family Avg Return

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Emerging Market Fund Flow Turn Positive

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2 yr Return of Key Quant Funds

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Combined Yield Curve By Country

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EV/EBITDA 2017E Distribution for Consumer Sectors

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2017 Capex Growth Rates � Distribution for Energy Sector

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Some of the larger GEM Funds - a lot smaller these days vs. 2007 peaks

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Results of some of the larger quant or quasi quant funds

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Quant Fund Results (from Tom Rosen)

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Assets of Quant Funds by Objective

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Quant Funds By Type of Fund

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US Govt Bond Yield is a notch higher last week

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Cross Country Capex Growth 2017

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GEM Total Inflows Last Month

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Country Rankings by PEG Metric

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Country where recent trading volume seen biggest pick up

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Highest Equity Yield

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Cross Country Ebitda Growth

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US Average Government Bond Yield Comes Off

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Country Dividend Yield Ranks

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Country Dividend Yield Ranks

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Average Net Margin By Country From Best to Worst

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Largest Equity Markets by Liquidity

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