Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, October 22, 2026
From Eyeballs to Annual Run Rates (ARR): Buzzy Pricing Metrics and the Anthropic Trade!
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I was in San Francisco last week to talk to NYU Stern Alumni on October 15, and it was the day that Anthropic had a pre-IPO meeting with...
Thursday, October 8, 2026
Stock Prices, Earnings and Cashflows: The AI Effect plays through!
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In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the fa...
Thursday, September 10, 2026
Interest Rates and Stock Prices: An Old Debate Flares up!
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The war in Iran, oil prices and worries about a recession have all taken turns driving stock prices in 2026 but talk about interest rat...
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