Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, February 5, 2026
Data Update 5 for 2026: Risk and Hurdle Rates
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In my first four posts, I looked at markets - equity, debt and collectibles - in the aggregate performed in 2025. In this post, I turn ...
Sunday, February 1, 2026
Data Update 4 for 2026: The Global Perspective!
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If you have read my first three data updates in 2026, I won’t blame you if you skip this one, because you found them long and boring. I...
Wednesday, January 28, 2026
Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin!
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In my last post , I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equ...
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