Media Summary: After an extended bull market, investors were surprised again in Every year, for the last 30+ years, I have spent the first week on the year In this session, I provide an introduction to the

Data Update 1 For 2018 - Detailed Analysis & Overview

After an extended bull market, investors were surprised again in Every year, for the last 30+ years, I have spent the first week on the year In this session, I provide an introduction to the Continuing a ritual that I started almost 30 years ago, I spend the first week of the year, playing MoneyBall. Put simply, I download ... The Cost of Capital is the Swiss Army Knife of corporate finance, used in multiple places in corporate finance and valuation for ... I am not fond of abstract mathematics, but I do love numbers, and at the start of every year since the 1990s, I have played ...

There is no mangled nor misunderstood aspect of financial analysis than currencies. From the laziness of assuming that ...

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Data Update 1 for 2018: The Numbers don't lie, or do they?
Data Update 1 for 2019: Stocks are risky (in case we had forgotten)!
Data Update 1 for 2022: It's Moneyball Time!
Data Update 1 for 2020: Setting the table
Data Update 2 for 2018: The (Continued) Resilience of US Equities
Data Update 1 for 2021: A (Data) Look back at a Most Forgettable Year!
Data Update 6 for 2018: The Cost of Capital
Data Update 1 for 2026: The Push and Pull of Data
January 2018 Data Update 10: The Price is right!
Data Update 1 for 2025: The Draw (and Dangers) of Data!
Data Update 1 for 2023: Setting the table
Data Update 1 for 2024: The data speaks, but what is it saying?
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Data Update 1 for 2018: The Numbers don't lie, or do they?

Data Update 1 for 2018: The Numbers don't lie, or do they?

I collect raw

Data Update 1 for 2019: Stocks are risky (in case we had forgotten)!

Data Update 1 for 2019: Stocks are risky (in case we had forgotten)!

After an extended bull market, investors were surprised again in

Data Update 1 for 2022: It's Moneyball Time!

Data Update 1 for 2022: It's Moneyball Time!

Every year, for the last 30+ years, I have spent the first week on the year

Data Update 1 for 2020: Setting the table

Data Update 1 for 2020: Setting the table

In this session, I provide an introduction to the

Data Update 2 for 2018: The (Continued) Resilience of US Equities

Data Update 2 for 2018: The (Continued) Resilience of US Equities

US equities had a very good year in

Data Update 1 for 2021: A (Data) Look back at a Most Forgettable Year!

Data Update 1 for 2021: A (Data) Look back at a Most Forgettable Year!

Continuing a ritual that I started almost 30 years ago, I spend the first week of the year, playing MoneyBall. Put simply, I download ...

Data Update 6 for 2018: The Cost of Capital

Data Update 6 for 2018: The Cost of Capital

The Cost of Capital is the Swiss Army Knife of corporate finance, used in multiple places in corporate finance and valuation for ...

Data Update 1 for 2026: The Push and Pull of Data

Data Update 1 for 2026: The Push and Pull of Data

I am not fond of abstract mathematics, but I do love numbers, and at the start of every year since the 1990s, I have played ...

January 2018 Data Update 10: The Price is right!

January 2018 Data Update 10: The Price is right!

In this post, the last one on my

Data Update 1 for 2025: The Draw (and Dangers) of Data!

Data Update 1 for 2025: The Draw (and Dangers) of Data!

We live in an age of

Data Update 1 for 2023: Setting the table

Data Update 1 for 2023: Setting the table

At the start of every year, I

Data Update 1 for 2024: The data speaks, but what is it saying?

Data Update 1 for 2024: The data speaks, but what is it saying?

Every year, I start by

January 2018 Data Update 4: The Currency Conundrum

January 2018 Data Update 4: The Currency Conundrum

There is no mangled nor misunderstood aspect of financial analysis than currencies. From the laziness of assuming that ...