Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, June 17, 2025
The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?
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It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. ...
Monday, June 2, 2025
Sovereign Ratings, Default Risk and Markets: The Moody's Downgrade Aftermath!
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I was on a family vacation in August 2011 when I received an email from a journalist asking me what I thought about the S&P ratings dow...
Saturday, May 3, 2025
The Greed & Fear Tango: The Markets in April 2025!
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I started the month on a trip to Latin America, just as the tariff story hit my newsfeed and the market reacted with a sell off that kn...
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