Book Value Equity Market Capitalization Treasury 
Musings on Markets
JANUARY 9, 2021
The second was that, starting mid-year in 2020, equity markets and the real economy moved in different directions, with the former rising on the expectations a post-virus future, and the latter languishing, as most of the world continued to operate with significant constraints.
Musings on Markets
JULY 17, 2023
While this may seem perverse, the first step in understanding and assessing where we are in markets now is to go back and examine where things stood then. In my third post at the start of 2023, I looked at US treasuries, the long-touted haven of safety for investors. trillion below their values from the start of 2022.
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