While I've been inundated with interviews, blog posts, emails and tweets from various sources wanting to share their thoughts on recent public stock market volatility, there has been a dearth of quality insight. One of the main reasons for starting this blog is to highlight good articles that I want to share with my friends.
John Cochrane's recent blog post provides a thorough analysis of the multiple factor that go into asset pricing and his hypotheses for recent changes in the public stock market. Warning, this is a long post with lots of charts and equations.
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