Data Update 2 for 2024: A Stock Comeback - Winning the Expectations Game!
Musings on Markets
JANUARY 17, 2024
Heading into 2023, US equities looked like they were heading into a sea of troubles, with inflation out of control and a recession on the horizon. Breaking equities down by sub-region, and looking across the globe, I computed the change in aggregate market capitalization, by region: While US stocks accounted for about $9.5
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