Analyzing Data, Concentration and Manufacturing

Marking Time: A new year, a fresh semester and its class time!

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year.

Valuation

Valuation Corporate Finance Finance Investments

Transcript: Liz Ann Sonders, Schwab

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. But we subsequently went into recession like conditions for many of those goods oriented categories like manufacturing and housing, housing related, a lot of consumer oriented products and goods that were big beneficiaries of the lockdown phase.

Investments

Investments Marketing Concentration Economics

Corporate Finance Brief

Marking Time: A new year, a fresh semester and its class time!

Transcript: Liz Ann Sonders, Schwab

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