2018 Market Capitalization Marketability Price to Book 
Musings on Markets
MAY 7, 2023
While differentiating between good and bad banks can be straightforward, it does not follow that buying good banks and selling bad banks is a good investment strategy, since its success depends entirely on what the market is incorporating into stock prices.
Musings on Markets
JANUARY 9, 2021
I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.
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