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Anatomy of a Crisis: Tariffs, Markets and the Economy!
A New Economic Order?
Apr 7
•
Aswath Damodaran
230
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Anatomy of a Crisis: Tariffs, Markets and the Economy!
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13
March 2025
Investing Politics: Globalization Backlash and Government Disruption!
Trump, Tariffs and Tesla!
Mar 15
•
Aswath Damodaran
137
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Investing Politics: Globalization Backlash and Government Disruption!
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11
Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism
The logic and dysfunction in cash return!
Mar 6
•
Aswath Damodaran
48
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Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism
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5
February 2025
Data Update 8 for 2025: Debt, Taxes and Default - The Unholy Trinity!
Never a borrower, nor a lender be...
Feb 24
•
Aswath Damodaran
46
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Data Update 8 for 2025: Debt, Taxes and Default - The Unholy Trinity!
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4
Accounting Returns, Market Returns and Good/Bad Businesses
Back to Basics
Feb 18
•
Aswath Damodaran
87
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Accounting Returns, Market Returns and Good/Bad Businesses
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6
Data Update 7 for 2025: The End Game in Business!
The Bottomline for Business
Feb 12
•
Aswath Damodaran
53
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Data Update 7 for 2025: The End Game in Business!
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1
Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question
Cost of capital, the Swiss Army knife of Finance
Feb 8
•
Aswath Damodaran
32
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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question
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1
Data Update 5 for 2025: It's a small world, after all!
Tariffs and Trade Wars!
Feb 6
•
Aswath Damodaran
54
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Data Update 5 for 2025: It's a small world, after all!
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3
January 2025
DeepSeek crashes the AI Party: Story Break, Story Change or Story Shift!
Where next for AI?
Jan 31
•
Aswath Damodaran
124
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DeepSeek crashes the AI Party: Story Break, Story Change or Story Shift!
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9
Data Update 4 for 2025: Interest Rates, Inflation and Central Banks!
The Fed did (not do) it!
Jan 28
•
Aswath Damodaran
41
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Data Update 4 for 2025: Interest Rates, Inflation and Central Banks!
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3
Data Update 3 for 2025: The times they are a'changin!
Slicing and Dicing US equities
Jan 26
•
Aswath Damodaran
59
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Data Update 3 for 2025: The times they are a'changin!
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7
Data Update 2 for 2025: The Party Continues (for US Equities)!
Up, up and away!
Jan 17
•
Aswath Damodaran
79
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Data Update 2 for 2025: The Party Continues (for US Equities)!
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3
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