Benchmark Report

FEBRUARY 9, 2022

The good news is that experts agree that 2022 will be in the clear from a recession for the US economy. But the next few years may tell a different story. An economic downturn could arrive as early as 2023.

Start-ups 96

Start-ups Marketability 96

Musings on Markets

OCTOBER 4, 2023

As we enter the last quarter of 2023, it has been a roller coaster of a year. We started the year with significant uncertainty about whether the surge in inflation seen in 2022 would persist as well as about whether the economy was headed into a recession.

Marketability 104

Marketability Start-ups Risk Premium Treasury 104

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. While these seven stocks had an exceptional year in 2023, their outperformance stretches back for a much longer period.

Marketability 115

Marketability Market Capitalization Start-ups Equity 115

Musings on Markets

JANUARY 24, 2024

In my last post, I looked at equities in 2023, and argued that while they did well during 2023, the bounce back were uneven, with a few big winning companies and sectors, and a significant number of companies not partaking in the recovery.

Treasury 52

Treasury Risk Premium Start-ups Risk-free Rate 52

Musings on Markets

JANUARY 30, 2023

If 2022 was an unsettling year for equities, as I noted in my second data post, it was an even more tumultuous year for the bond market. That is good advice in most years, but 2022 was not one of those years. As I have argued in prior posts, I believe too much is made of this indicator, but that is a subject for a different time.

Treasury 74

Treasury Start-ups Risk Premium Equity 74

Musings on Markets

MAY 5, 2023

In March 2023, the fall of Silicon Valley Bank shocked investors not only because it was unforeseen, but also because of the speed with which it unfolded. That failure has had a domino effect, with Signature Bank falling soon after, followed by Credit Suisse in April 2023 and by First Republic last week.

Banking 76

Banking Equity Start-ups Treasury 76

ThomsonReuters

FEBRUARY 9, 2022

Part 2 of this blogpost explains how prevalent payroll is in our daily lives with a focus on key issues in 2022, including unemployment, disaster relief, paid sick leave, and international. More than 20 states were FUTA credit reduction states during the Great Recession. There are many restaurants in Miami Beach. Unemployment and FUTA.

Start-ups 98

Start-ups Accounting Firms 98