article thumbnail

Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. In the table below, we compare the changes in regional market capitalizations (in $ millions) over time.

article thumbnail

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

As you can see, the elements that go into a cost of capital are dynamic and subjective, in the sense that there can be differences in how one goes about estimating them, but they cannot be figments of your imagination.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

World’s Best Banks in Western Europe 2025

Global Finance

There was a strong uptick in geopolitical uncertainty and market volatility, helping to bolster trading revenues, which were up across the board in Western Europe. Interest rates fell in some cases, and interest rates will continue to fall into 2025. In a strategic repositioning, the Bank of Cypruswhose market capitalization is now 2.3

Banking 52
article thumbnail

Brown & Brown Gains 40% YTD: Will the Rally Last?

Benzinga

With a market capitalization of $28.61 Image Source: Zacks Investment Research The rally was largely driven by higher core commissions and fees, new business, solid retention, rate increases, strategic acquisitions, a strong financial position and effective capital deployment. and 12.3%, respectively, in the same time frame.

article thumbnail

Anatomy of a Market Crisis: Tariffs, Markets and the Economy!

Musings on Markets

trillion in value last week, a 9.24% decline in value from the Friday close on March 28, 2025. China and India have held up the best in the last week, perhaps because both countries have large enough domestic markets to sustain them through a trade war. trillion) were close in percentage terms to the losses in the rest of the market.

article thumbnail

Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!

Musings on Markets

To the extent that some of that risk capital is coming back into the markets, equity markets have benefited, with benefits skewing more towards the companies and markets that were punished the most in 2022. trillion) to market capitalizations, regaining almost half of the value lost in last year's rout.

article thumbnail

Here's Why You Should Retain BRKR Stock in Your Portfolio Now

Benzinga

This renowned medical device company has a market capitalization of $11.77 It has a 2025 earnings growth rate of 17.6%, which is much higher than the industry's 13.8% In the past year, this Zacks Rank #3 (Hold) company's shares have gained 10.4% compared with the industry's 27.5% growth rate.