Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, January 17, 2025
Data Update 2 for 2025: The Party Continued (for US Equities)
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In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitali...
Friday, January 10, 2025
Data Update 1 for 2025: The Draw (and Danger) of Data
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For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing w...
Wednesday, December 11, 2024
For the fun of it: An Open House for my Spring 2025 Classes
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I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that I teach at the Ster...
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