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
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. Standard deviation in stock price 2. Price to Book 3.
Equilest
AUGUST 6, 2023
Key Financial Ratios: Ratios such as Price-Earnings Ratio (P/E), Price-to-Book Ratio (P/B), and Debt-to-Equity Ratio provide valuable insights into the company's performance and market position. Understanding the company's financial health is fundamental to valuation.
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