Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, November 14, 2024
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
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You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and ...
Thursday, November 7, 2024
The Wisdom and Madness of Crowds: Market Prices as Political Predictors!
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In this, the first full week in November 2024, the big news stories of this week are political, as the US presidential election reached ...
Monday, October 28, 2024
The Sugar Daddy Effect? Assessing Corporate venture capital, Sovereign funds and Green Energy!
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It is a sign of the times that I spent some time thinking about whether the title of my post would offend some people, as sexist or wors...
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