Net Debt Price to Book Risk Premium 
Musings on Markets
MARCH 19, 2022
The overriding message in all of this data is that Russia/Ukraine war has unleashed fears in the bond market, and once unleashed that fear has pushed up worries about default and default risk premia across the board.
Musings on Markets
APRIL 20, 2025
As a constrained contrarian, you are hoping to avoid value traps , every value investor's nightmare , where a company looks cheap on a pricing basis (low PE, low price to book) and proceeds to become even cheaper after you buy it. Contrarian Investing: The Psychological Tests!
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