Margin of Safety
Latest Posts
Category: Data
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Wouldn’t it be great to get 10% on a corporate bond again? Then again, the inflation rate was 11%. This post is really just an excuse to use Datawrapper. Here’s the interactive version. Related articles The Strategy of Monetary Policy: Larry Summers from 1991 (delong.typepad.com) Disinflation a Four-Letter Word For Gold (rvnewstoday.com) Is The Consumer…
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The Goldman Sachs study on Too Big Too Fail, an S&P note on rising leveraged buyout valuations, and a data screen on the top companies with rising debt levels relative to EBITDA. Enjoy.
