Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Saturday, May 3, 2025
The Greed & Fear Tango: The Markets in April 2025!
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I started the month on a trip to Latin America, just as the tariff story hit my newsfeed and the market reacted with a sell off that kn...
Sunday, April 20, 2025
Buy the Dip: The Draw and Dangers of Contrarian Investing!
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When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e....
Monday, April 7, 2025
Anatomy of a Market Crisis: Tariffs, Markets and the Economy!
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I was boarding a plane for a trip to Latin America late in the evening last Wednesday (April 2), and as is my practice, I was checking the s...
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