Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, August 20, 2026
AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!
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Foreword: I wrote and posted this piece on August 20, 2026, with the promise that I would listen to feedback and try to respond and incorpor...
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 ...
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