Update from the PM – October 2025
Global equity markets are more complex than ever—traditional metrics like P/E ratios can mislead in a world of rapid change. First-principles thinking is key to spotting real opportunities.
Day: October 8, 2025
Global equity markets are more complex than ever—traditional metrics like P/E ratios can mislead in a world of rapid change. First-principles thinking is key to spotting real opportunities.