On Friday, December 21, Jim Cullen was looking at dreadful US stock markets and had a thought. With the S&P 500 down nearly 375 points on the month, the Chairman and CEO of Schafer Cullen Capital Management began looking towards a “turn for value,” one that might come from international and emerging markets. Q3 hedge fund letters, conference, scoops etc As he considered the recent market rout, taking particular note of over-extended FANG technology stocks that appear to lead to the downside, meaningful global trends were on his mind. Based on a price-earnings or dividend yield basis, the high-flying tech stocks…
Did Jim Cullen Spot A New Market (Value_ Trend For 2019?
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.