Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, May 6, 2026
An Ode to Restraint: Lessons from the Tim Cook Legacy
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Through time, we have glorified conquerors and empire builders in politics, civic life and business, from Alexander the Great and Gengh...
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...
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