Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, March 24, 2026
Finding your investing lodestar: In Search of an Investment Philosophy
›
When uncertainty roils markets, as is the case right now, it is natural for investors to get knocked off balance, a when off-balance, to...
Sunday, March 15, 2026
The Price of Risk: An Equity Risk Premium Monologue!
›
I start my valuation classes with a question of whether valuation is an art or a science, and I argue that it is neither; it does not hav...
Wednesday, March 4, 2026
AI Scenarios: From Doomsday Destruction to Do-Nothing Bots!
›
When Chat GPT made its debut on November 30, 2022, it unleashed the hype of AI, and in the three years since, AI has taken on an outsi...
›
Home
View web version
