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Market Bipolarity: Exuberance versus Exhaustion!

Musings on Markets

Some of these differences across sectors reflect reversals from the damage done in 2022, but some of it is reflective of the disparate impact of inflation and higher rates across companies Finally. trillion increase in value US equities, the seven companies that we listed earlier accounted for $3.7

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Data Update 3 for 2024: Interest Rates in 2023 - A Rule-breaking Year!

Musings on Markets

In my last post, I looked at equities in 2023, and argued that while they did well during 2023, the bounce back were uneven, with a few big winning companies and sectors, and a significant number of companies not partaking in the recovery.