When the tape gets noisy, we like to simplify our process and let the most important charts do the talking.

Many of ...

Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

Latin America has been a no-show for well over a decade. 

The last time these countries participated in any meaningful manner was back during the 2003–2008 cycle. 

Since then, this region’s equity...