Economic data can easily be turned into beautiful thematic maps, also called choropleths. This blog post introduces a simple and flexible function, that automatically creates such charts using data from the Worldbank.
March 20, 2022
The Kelly Criterion is a great decision-making tool for gamblers. But its applicability in portfolio construction is less clear than oversimplifying examples frequently suggest.
February 11, 2022
Many investors are worried about the declining number of corporations currently carrying the market higher. But how good is market breadth as a timing indicator?
December 14, 2021
Average Price/Earnings multiples conceal an extreme level of valuation dispersion in Western equity markets. This is increasingly concerning.
December 7, 2021
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