Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, May 6, 2022
In Search of a Steady State: Inflation, Interest Rates and Value
The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time ...
Thursday, April 21, 2022
Elon's Twitter Play: Valuation and Corporate Governance Consequences
I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter oc...
Monday, March 28, 2022
ESG's Russia Test: Trial by Fire or Crash and Burn?
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services a...
Saturday, March 19, 2022
Russia in Ukraine: Let Loose the Dogs of War!
As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate ...
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