No More Mr. Nice Guy: How a Profitability Regime Change is Creating New Winners and Losers
The term “zeitgeist” was coined in the 18th century by German philosopher, Georg Hegel. It signifies the “defining spirit or mood of an age.” Hegel was most interested in the transitional period between ages, believing these times best displayed the zeitgeist of the age. We believe equity markets are in just such a transitional moment. […]