Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, April 23, 2026
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey!
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In 2001, A Space Odyssey , a movie that was well ahead of its time when it was released in 1968, Hal (the computer) famously responded t...
Wednesday, April 1, 2026
Oil, War and the Global Economy: The Market's Narrative in March 2026
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Markets play an expectations game, and in March 2026, we saw the process play out, with all of its upsides and downsides. The month star...
Tuesday, March 24, 2026
Finding your investing lodestar: In Search of an Investment Philosophy
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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...
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