Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Saturday, February 8, 2025
Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!
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In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is ...
Thursday, February 6, 2025
Data Update 5 for 2025: It's a small world, after all!
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If the title of this post sounds familiar, it is because is one of Disney’s most iconic rides, one that I have taken hundreds of times, firs...
Friday, January 31, 2025
DeepSeek crashes the AI Party: Story Break, Change or Shift?
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I am going to start this post with a confession that my knowledge of the architecture and mechanics of AI are pedestrian and that there ...
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