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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 10 days ago
Interest Rates and Stock Prices: An Old Debate Flares up!
10 days ago
The war in Iran, oil prices and worries about a recession have...
The Scaling and Profitability Trade off: Venture Capital's Weakest Link!
18 days ago
It is undeniable technology companies have found their most hospitable setting in...
AI"s Bar Mitzvah Moment: From Hype & Hope to Business Questions!
about 1 month ago
In a world where AI enters almost every conversation, it takes effort...
The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction!
about 1 month ago
Earlier this year, I was asked what I thought about Leopold Aschenbrenner...
Information Timing and Release: The Gaming of Guidance!
about 2 months ago
I am a lapsed academic, insofar as I have not submitted a...
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!
2 months ago
I am a creature of habit in my personal and professional life...
SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences!
3 months ago
Over the last few weeks, attention has (rightly) been focused on three...
Revisiting the SpaceX Valuation: A Post-Prospectus Update!
4 months ago
A few weeks ago, I assessed the value of SpaceX ahead of...
An Ode to Restraint: Lessons from the Tim Cook Legacy
5 months ago
Through time, we have glorified conquerors and empire builders in politics, civic...
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey!
5 months 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
6 months ago
Markets play an expectations game, and in March 2026, we saw the...
Finding your investing lodestar: In Search of an Investment Philosophy
6 months ago
When uncertainty roils markets, as is the case right now, it is...