Data Analysis Price to Book Risk Premium 
Musings on Markets
JANUARY 6, 2023
These assertions may very well be true, but cheap and expensive, at least in pricing terms, is relative, and looking at the data can help you detect rules of thumb that work from those that do not. While its focus is naturally on the US economy, inflation and rates, there is data for the rest of the world as well.
Musings on Markets
JANUARY 9, 2021
In this post, I will start with a rationalization of why I do this data analysis every year, follow up with a description (geographic and sector) of the overall universe of companies that are in my analysis, list out the variables that I estimate and report, and conclude with a short caveat about 2020 data.
Expert insights. Personalized for you.
52 
Let's personalize your content