Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, May 6, 2022
In Search of a Steady State: Inflation, Interest Rates and Value
›
The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time ...
Thursday, April 21, 2022
Elon's Twitter Play: Valuation and Corporate Governance Consequences
›
I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter oc...
Monday, March 28, 2022
ESG's Russia Test: Trial by Fire or Crash and Burn?
›
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services a...
Saturday, March 19, 2022
Russia in Ukraine: Let Loose the Dogs of War!
›
As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate ...
›
Home
View web version
