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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.

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