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| (The categories Charts and Market Stories are currently inactive, but previous postings are available in the archives.) | ||
Charts postings
| Performance Results and Measures of Greatness 06/25/22 Charts |
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This posting serves as a coda to the earlier series about Bill Gross and Pimco, focusing on evidence of performance and other factors that contributed to the legacy they produced. |
| Regime Change (With a Lack of Information) 04/28/22 Charts |
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Despite our sophistication, tools, and zettabytes of data, there is a lot that we don’t know and important gaps in the information we have available to us. |
| Steppingstones and Clues for Further Research 04/01/22 Charts |
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A Morningstar analyst’s downgrade of Fidelity Contrafund provides an opportunity to see the value of visualizations in determining good avenues for due diligence research. |
| Ten Charts and Some Questions 12/23/21 Charts |
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With 2021 coming to a close, it’s time to look back (sometimes way back) at how some pieces of the investment puzzle have performed, and to pose a few questions. |
| A New Business Model for Old Media 11/18/21 Charts |
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They call the paper the “Old Gray Lady,” and its obituary could have been written sometime ago. But it has managed to survive and to remake itself. |
| T. Rowe Price and the Search for Assets 11/12/21 Charts |
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This leading asset management organization demonstrates the power of the business model — and the challenges inherent in pursuing future avenues of growth. |
| Two Decades of Factor Returns 10/26/21 Charts |
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“Smart beta” was all the rage a few years ago, but many factor strategies have struggled since then. Here’s a look at the returns on size, value, beta, momentum, and quality. |