Blog, Reflections on Investing, Video #54 Reflections on Investing : Damodaran’s ERP and Future Stock ReturnsThe decade ending in 2023 was a great one for common stocks. Is the ... Read More
Blog, Quarterly Memos Investor Memo Q4 2023: Risk Premiums, Where Art Though (Still)?A market crash is nothing more than a low risk premium meeting risk aversion.----- ... Read More