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

Musings on Markets

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.

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

Musings on Markets

In this, the first of the data posts for this year, I will describe my data, in terms of geographic spread and industrial breakdown, the variables that I estimate and report on, the choices I make when I analyze data, as well as caveats on best uses and biggest misuses of the data. Aggregate operating numbers 3.