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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

Along the way, more people than I ever imagined have found my data of use, and while I still have no desire to be a data service, I have an obligation to be transparent about my data analysis processes. Beta & Risk 1. Financing Flows 5. Insider, CEO & Institutional holdings 2. Return on Equity 1.

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Data Update 1 for 2023: Setting the table!

Musings on Markets

In my experience, data is malleable, and if there is enough of it at your disposal, you can screen it and selectively choose the data to support whatever viewpoint you want to advance. Rather than indulge in endless debates, where each side provides anecdotal evidence, data can prove to be the tie-breaker. Cost of Equity 1.