Interesting papers, Pension, Stock markets
Category: Stock markets
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European vs. US stocks: Which market comes out on top?
Debt, Fiscal policy, Inflation, Interest rates, Monetary policy, Stock markets, Uncategorized
Five lessons from 2024
Interesting papers, Stock markets
Magnificent 7. Or is it Magnificent 2?
Interest rates, Interesting papers, Return expectations, Stock markets
The expensive stock market
Central banks, Inflation, Monetary policy, Recessions, Stock markets
Five lessons from 2023
A few stocks drive the stock market: Dot.com vs. today vs. the last 100 years
7 or 493 stocks: What matters for the S&P 500?
Financial markets, Interest rates, Monetary policy, Stock markets
Where is the liquidity?
