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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. Return on Equity 1. Equity Risk Premiums 2. Costs of equity & capital 4. Return on Equity 2.

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Data Update 1 for 2023: Setting the table!

Musings on Markets

While its focus is naturally on the US economy, inflation and rates, there is data for the rest of the world as well. I do report on a few market-wide data items especially on risk premiums for both equity and debt. Cost of Equity 1. EV/EBIT and EV/EBITDA 4. Standard deviations in equity and firm value 4.