Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Sunday, April 20, 2025
Buy the Dip: The Draw and Dangers of Contrarian Investing!
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When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e....
Monday, April 7, 2025
Anatomy of a Market Crisis: Tariffs, Markets and the Economy!
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I was boarding a plane for a trip to Latin America late in the evening last Wednesday (April 2), and as is my practice, I was checking the s...
Saturday, March 15, 2025
Investing Politics: Globalization Backlash and Government Disruption!
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I will start with a couple of confessions. The first is that I see the world in shades of gray, and in a world where more and more peop...
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