In this paper, the author uses geometrical and topological aspects of Exploratory Data Analysis (EDA) to examine Standard and Poor's (S&P), MSCI's and Thomson Reuters' (TRI) ways of determining which stocks are growth and which are value. The results of the analysis are that two of the firms -...

We document an inverse relation between stock-bond correlations and correlations of growth and inflation. We find that rising inflation uncertainty lowers stock prices but can either lower or raise nominal bond prices depending on whether inflation is counter- or procyclical. We show that the...