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Musings on Markets
Get the latest updates from Musings on Markets directly as they happen.
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Latest posts
Last updated 2 days ago
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey!
2 days ago
In 2001, A Space Odyssey, a movie that was well ahead of...
Oil, War and the Global Economy: The Market's Narrative in March 2026
24 days ago
Markets play an expectations game, and in March 2026, we saw the...
Finding your investing lodestar: In Search of an Investment Philosophy
about 1 month ago
When uncertainty roils markets, as is the case right now, it is...
The Price of Risk: An Equity Risk Premium Monologue!
about 1 month ago
I start my valuation classes with a question of whether valuation is...
AI Scenarios: From Doomsday Destruction to Do-Nothing Bots!
about 2 months ago
When Chat GPT made its debut on November 30, 2022, it unleashed...
Data Update 8 for 2026: Time for Harvesting - Dividends and Buybacks
about 2 months ago
In the data update posts this year, I have wended my way...
Data Update 7 for 2026: Debt and Taxes
2 months ago
In my fifth data update, I examined hurdle rates in 2025, and...
Data Update 6 for 2026: In Search of Profitability!
2 months ago
Crass and mercantile though this may sound, the end game for a...
Data Update 5 for 2026: Risk and Hurdle Rates
3 months ago
In my first four posts, I looked at markets - equity, debt...
Data Update 4 for 2026: The Global Perspective!
3 months ago
If you have read my first three data updates in 2026, I...
Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin!
3 months ago
In my last post, I talked about the disconnect between the bad...
Data Update 2 for 2026: Equities get tested, and pass again!
3 months ago
It was a disquieting year , as political and economic news stories...