Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Monday, August 10, 2026
The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction!
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Earlier this year, I was asked what I thought about Leopold Aschenbrenner and I admitted that I knew little about him other than what ...
Wednesday, July 29, 2026
Information Timing and Release: The Gaming of Guidance!
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I am a lapsed academic, insofar as I have not submitted a paper for publication in more than two decades, but to acquire academic statu...
Wednesday, July 15, 2026
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!
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I am a creature of habit in my personal and professional life, and in the context of the content that I post online, there is a ritual ...
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