Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, July 24, 2024
Country Risk: My 2024 Data Update
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After the 2008 market crisis, I resolved that I would be far more organized in my assessments and updating of equity risk premiums, in the U...
Friday, February 16, 2024
Catastrophic Risk: Investing and Business Implications
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In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value ne...
Thursday, February 8, 2024
The Seven Samurai: How Big Tech Rescued the Market in 2023!
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I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabe...
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