Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, February 10, 2021
Data Update 4 for 2021: The Hurdle Rate Question!
What is a hurdle rate for a business? There are multiple definitions that you will see offered, from it being the cost of raising capital f...
Wednesday, February 3, 2021
The Price-Value Feedback Loop: A Look at GME and AMC!
There are three topics that you can write or talk about that are almost guaranteed to draw a audience, stocks (because greed drives us all),...
Friday, January 29, 2021
The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!
I generally try to stay out of fights, especially when they become mud-wrestling contests, but the battle between the hedge funds and Reddit...
Wednesday, January 27, 2021
Data Update 3 for 2021: Currencies, Commodities, Collectibles and Cryptos
In my last post , I described the wild ride that the price of risk took in 2020, with equity risk premiums and default spreads initially sky...
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