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Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!

Musings on Markets

To the extent that some of that risk capital is coming back into the markets, equity markets have benefited, with benefits skewing more towards the companies and markets that were punished the most in 2022. trillion) to market capitalizations, regaining almost half of the value lost in last year's rout.

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Data Update 3 for 2025: The times they are a'changin'!

Musings on Markets

In my first two data posts for 2025, I looked at the strong year that US equities had in 2024, but a very good year for the overall market does not always translate into equivalent returns across segments of the market. trillion, almost of the entire market's gain for the year. The Value Premium?