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Have The Anticipated Rebalancing Flows Kicked In? Nomura’s McElligott Says Maybe

The performance gap for August ranks in the 7th %ile since 1982.

The performance gap for August ranks in the 7th %ile since 1982.
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2 comments on “Have The Anticipated Rebalancing Flows Kicked In? Nomura’s McElligott Says Maybe

  1. I think his colleague Takada is the more sensibly prescient one, big picture wise.

    • Not likely. Takada’s analysis is very (very) rudimentary compared to Charlie’s stuff. It’s not even close. Charlie knows the big picture, the small picture and everything in between.

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