Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, October 18, 2024
Breaking up Big Tech: Cui Bono?
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In a court filing on October 9, 2024, the US Department of Justice (DOJ) let it be known that it was considering a break-up of Alphabet,...
Tuesday, October 1, 2024
Just do it! Brand Name Lessons from Nike'sTroubles!
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I have spent the last week reading " Shoe Dog ", Phil Knight's memoir of how a runner on the Oregon University track tea...
Friday, September 20, 2024
Fed up with Fed Talk? Fact-checking Central Banking Fairy Tales!
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The big story on Wednesday, September 18, was that the Federal Reserve’s open market committee finally got around to “cutting rates”, ...
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