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October 7, 2021
FIRST WITH YESTERDAY'S NEWS (highlights from Thursday on Newstalk ZB) But Perhaps Not the Only Issue/How's Your Mood?/Never Going Back to School/Covid Over
April 26, 2021
Subscribe on LinkedIn to be notified of each new Daily Update—a curated selection of essential intelligence on financial markets and the global economy from S&P Global. As the global community aims to accelerate decarbonization, some industries are set to benefit sooner than others from shift to the hydrogen economy. Because it already maintains much of the infrastructure needed to produce hydrogen, the industrial gas sector will be one of the first to fully adopt hydrogen over the next two ...
February 27, 2021
The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio. Notice by this measure that valuations were not all that stretched in 1966. Yet there still followed a 17-year bear market, as measured from the peak back to where it started. Source: CurrentMarketValuation.com This next one is...