Cost of capital Data Updates Interest Rates Data Update 3 for 2023: Inflation and Interest Rates If 2022 was an unsettling year for equities, as I noted in my second data post, it was an even more tumultuous year for the bond … Written By KEVIN Tuesday, January 31, 2023 Add Comment Edit
Inflation Interest Rates Data Update 3 for 2022: Inflation and its Ripple Effects! Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, inves… Written By KEVIN Thursday, January 27, 2022 Add Comment Edit
Inflation Interest Rates The Fed Interest Rates, Earning Growth and Equity Value: Investment Implications The first quarter of 2021 has been, for the most part, a good time for equity markets, but there have been surprises. The first h… Written By KEVIN Friday, March 26, 2021 Add Comment Edit
Default Spreads Interest Rates The Fed January 2019 Data Update 2: The Message from Bond Markets! I must admit that I don't pay as much attention to fixed income markets, as I do to equity markets, other than to use numbers… Written By KEVIN Tuesday, January 8, 2019 Add Comment Edit