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Recessions, BIG NUMBERS, and Reading the Room
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Recessions, BIG NUMBERS, and Reading the Room

A grab bag of thoughts on how financial data is presented to investors.

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Misfit Alpha
Aug 21, 2024
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Misfit Alpha
Misfit Alpha
Recessions, BIG NUMBERS, and Reading the Room
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Allegory of Abundance and Peace, Agnostino Carracci, circa 1602, oil on canvas (National Galleries of Scotland)

Note: I have been doing something I promised I wouldn’t do.

When I started writing this …

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