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Data Update 5 for 2023: The Earnings Test

Musings on Markets

While there is little that can be done about past mistakes, we can at least stop adding to those mistakes, and one place to start is by updating hurdle rates, as investors and businesses, to reflect the world we live in, rather than some normalized past version of it.

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Transcript: Stephen Suttmeier

Barry Ritholtz

So it’s gonna take a little more confidence, you know, and equities to, because you get your, your hurdle rates higher, you know? But 01:31:42 [Speaker Changed] It’s very interesting though, because you run into a lot of folks on the institutional side that aren’t technical analysts, but use technical analysis.