Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Monday, October 6, 2025
A “Fairly Highly Valued” Market: A Fed Chair Opines on Stocks, but should we listen?
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In December 1996, Alan Greenspan used the words "irrational exuberance" to describe the stock market at the time, and those...
Tuesday, August 5, 2025
The Imitation Game: Defending against AI's Dark Side!
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A few weeks ago, I started receiving a stream of message about an Instagram post that I was allegedly starring in, where after offering...
Thursday, July 31, 2025
Country Risk 2025: The Story behind the Numbers!
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At the start of July, I updated my estimates of equity risk premiums for countries, in an semiannual ritual that goes back almost three...
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