Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
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...
Friday, January 23, 2026
Data Update 2 for 2026: Equities get tested, and pass again!
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It was a disquieting year , as political and economic news stories shook the foundations of the post-war economic order, built around ...
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