More About the Statistical Discrepancy
December 23, 2021
David R. Kotok
Chairman & Chief Investment Officer
Email | Bio
My friend Philippa Dunne of TLR Analytics has weighed in on our discussion of the statistical discrepancy in corporate profits, focusing on the GDP side of the issue. Her commentary is below. We thank her for permission to share this effort by Philippa and Doug Henwood. For readers who are just joining the discussion, here is the original note by Michael Drury on