Lessons from 30 Years of Cyclical Rotations
By admin_45 in Blog

Lessons from 30 Years of Cyclical Rotations

When I (Nick) first started covering the autos in 1991 at the old First Boston my first course of action was to meet a slew of portfolio managers and analysts to figure out what I could do to be helpful. As I visited them, I noticed many had a...

Financials Three Ways
By admin_45 in Blog

Financials Three Ways

We will freely confess to being only begrudgingly bullish on US Financials over the last few months. We’ve preferred cyclicals of all stripes, but really only found the group appealing because it was simply the cheapest sector in the whole...