Strategy
March 3, 2017
MidLincoln Chart Art
Mining
for Market Ideas
Fund Flows into Key Commodities Funds
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Historic and Projected Revenue Growth By Sector
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Price of Aluminium on LME
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MidLincoln Comics:
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Key Performing Index Ideas YTD
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Weekly Fund Flows For Select GEM Countries
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Bonds vs. Equities Larger Set
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Total Capex By Sector 2017 Forecast (USDmn)
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MidLincoln Comics
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Debt vs. Equity
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Backtesting of Our Portfolio Model
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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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