Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, October 1, 2024
Just do it! Brand Name Lessons from Nike'sTroubles!
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I have spent the last week reading " Shoe Dog ", Phil Knight's memoir of how a runner on the Oregon University track tea...
Friday, September 20, 2024
Fed up with Fed Talk? Fact-checking Central Banking Fairy Tales!
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The big story on Wednesday, September 18, was that the Federal Reserve’s open market committee finally got around to “cutting rates”, ...
Monday, September 9, 2024
Dealing with Aging: Updating the Intel, Walgreens and Starbucks Stories!
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A few weeks ago, I posted on the corporate life cycle , the subject of my latest book. I argued that the corporate life cycle can exp...
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