Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, January 9, 2026
Data Update 1 for 2026: The Push and Pull of Data!
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In my musings on valuation, I have long described myself as more of a number cruncher than a storyteller, but it is because I love numb...
Wednesday, December 3, 2025
Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?
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Stock markets have always rewarded winners with large capitalizations, and with each new threshold, the questions begin anew of whethe...
Thursday, November 6, 2025
A Golden Year (2025): Gold's Price Surge - The Signal in the Noise!
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I grew up in India in a time where if you had wealth, your investment options were limited. A stock market with sparse listings, accomp...
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