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
JUNE 23, 2023
In the last four decades, computer chips have become part of almost everything we use, from appliances to automobiles, and the companies that manufacture these chips have seen their fortunes rise, and sometimes be put at risk, as technology shifts. From High Growth to Maturity!
Musings on Markets
JANUARY 6, 2023
Data universe : In my sample, I include all publicly traded firms with market capitalizations that exceed zero, traded anywhere in the world. I did my updates in the last week (January 1- January 5, 2023), and used the most updated data that I could find on each company.
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