It takes guts to act on contrarian investment calls and brains to provide the conviction to go with your gut…

While the single digit P:E multiple, emerging markets remain mired in a bear, developed markets rallied like a bull in July.

Markets took many prisoners during June 2013 as a combination of Fed ‘tapering fears’ and rising funding stress indicators in many Emerging Markets (“EM”) hit virtually all assets hard…

May 2013 will be remembered as the top of a 30 year bull market in bonds…