“We are all agreed that your theory is crazy. The question which divides us is whether it is crazy enough to have a chance of being correct. My own feeling is that it is not crazy enough.”
― Niels Bohr
Click on any chart to engorge it
Click on any chart to engorge it
Turkish Update
Not much support left here. When we highlighted the fund back in November, we were surprised at the large proportion of financial companies at 46%. It's down to 43%.