tag:blogger.com,1999:blog-8152901575140311047.post2563304061738837288..comments2024-03-29T11:51:17.425-04:00Comments on Musings on Markets: January 2018 Data Update 1: Numbers don't lie, or do they?Aswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8152901575140311047.post-50388526400025438712018-02-06T14:48:36.242-05:002018-02-06T14:48:36.242-05:00it will be awesome if you could make a video about...it will be awesome if you could make a video about how you collect data/clean/wrangle them before you start analyzing them. Right now it is such a mystery. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-38348242854073940762018-01-25T14:01:23.454-05:002018-01-25T14:01:23.454-05:00"Rules of Thumb: Investing is full of rules o..."Rules of Thumb: Investing is full of rules of thumb that we devised in a different time for a different market, but still are used by investors, often without question. "<br /><br />Rules of thumb, like the broader category of confirmatory bias, can be rational because data gathering, analysis and decision-making are costly processes. Then I agree wholeheartedly that occasionally re-examining rules of thumb and either rejecting them or updating can be highly beneficial.<br /><br />Just discovered your blog and your work on equity risk premium and very much appreciate your work. It is simple, transparent and appears to make best use of _available_ data. For folks with some quantitative background and whose investment approach is top-down, I can see being very, very helpful.<br /><br />10^3 thanks. -ErikErik Poolehttps://www.blogger.com/profile/02442592238782846163noreply@blogger.com