The Equity Risk Premium at 0% Interest
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
In this issue:
The Equity Risk Premium at 0% Interest
The China Rally, In Context
Delivery Apps Dine In
Vanishing Airline Collateral
Oil Elasticity
Tech Nationalism, Tech Internationalism
The Equity Risk Premium at 0% Interest
Broadly speaking, there are two ways to look at the returns from equities as an asset class. The demand-side view is dividend yield plu…
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