Data Analysis Dividends Enterprise Value Equity 
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
JANUARY 6, 2023
I do report on a few market-wide data items especially on risk premiums for both equity and debt. The second is that in my line of work, which is corporate finance and valuation, the numbers I need lie in micro or company-level data, not in the macro space. Cost of Equity 1. Standard deviations in equity and firm value 4.
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