Remove Financial Analyst Remove Hurdle Rate Remove Retail
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Data Update 5 for 2023: The Earnings Test

Musings on Markets

Some of that variation can be attributed to different mixes of businesses in different regions, since unit economics will result in higher gross margins for technology companies and commodity companies, in years when commodity prices are high, and lower gross margins for heavy manufacturing and retail businesses.

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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? So bears capitulated from institution, from retail investors, and the three month VIX versus VIX move below one to suggest, you know, capitulation on that indicator.