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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

What's Changed in Your Role in the Equity Market?

When you're looking at economic data, the things like GDP and the unemployment rate and inflation readings pretty much started after World War II in terms of being organized and generally available. The biggest reason is they're really high margin businesses that need very little capital. There's definitely a corollary between the value investor or the plight of the value investor, Syrka 98 or 99, and the skeptic on housing,. Syrka 2004 and 2005 to be sufficiently early is probably closer to being wrong than right even though you were eventually proven right.

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