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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing.

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Transcript: Liz Ann Sonders, Schwab

Barry Ritholtz

Obviously, you know, geopolitics and the election and black swan risks are always the potential, but I think sentiment and valuation. As we all learned in the 1990s, valuation can get stretched and sentiment can get stretched, and that can last for years. Let’s jump to our speed round.