Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Sunday, March 15, 2026
The Price of Risk: An Equity Risk Premium Monologue!
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I start my valuation classes with a question of whether valuation is an art or a science, and I argue that it is neither; it does not hav...
Wednesday, March 4, 2026
AI Scenarios: From Doomsday Destruction to Do-Nothing Bots!
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When Chat GPT made its debut on November 30, 2022, it unleashed the hype of AI, and in the three years since, AI has taken on an outsi...
Tuesday, February 24, 2026
Data Update 8 for 2026: Time for Harvesting - Dividends and Buybacks
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In the data update posts this year, I have wended my way from the macro (equities collectives, the bond market and other asset classes) ...
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