4 Comments

Takeaway: buybacks as leading indicator?

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That's a strong statement, but one should be biased that way.

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Off topic, but loved your book especially bringing back Vernon Smith and the study of bubbles

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“ This means that in theory, more buybacks should happen when valuations of stocks are low than when valuations are high.”

Alternatively, companies can afford to buy back shares when they are doing well. When they’re doing well, they can afford to do buybacks.

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