article thumbnail

Musings on Markets: Data Update 5 for 2022: The Bottom Line!

CFO News Room

The last few years have been eventful for all companies, with the COVID crisis and ensuing economic shut down causing pain for companies, with recovery coming in 2021, as the global economy opened up again. Costs grow at a slower rate than revenues. Superior unit economics. Economies of scale. High gross margins.

Marketing 130
article thumbnail

Data Update 5 for 2022: The Bottom Line!

Musings on Markets

The last few years have been eventful for all companies, with the COVID crisis and ensuing economic shut down causing pain for companies, with recovery coming in 2021, as the global economy opened up again. I will use this data to draw three broad conclusions: Low Hurdle Rate ?

article thumbnail

Transcript: Edward Chancellor

Barry Ritholtz

CHANCELLOR: And I actually — one of my last projects at GMO was to do a sort of — to look at what was going on from economic sentiment perspective, looking at various different measures in a bull bear ratio, amount of margin loans in system. Essentially, that’s what interest rates allow. back in sort of 2012.