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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 4 days ago
The Situational Awareness Blow-up: The Collateral Damage from Investing Conviction!
4 days ago
Earlier this year, I was asked what I thought about Leopold Aschenbrenner...
Information Timing and Release: The Gaming of Guidance!
17 days ago
I am a lapsed academic, insofar as I have not submitted a...
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!
about 1 month 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!
about 2 months ago
Over the last few weeks, attention has (rightly) been focused on three...
Revisiting the SpaceX Valuation: A Post-Prospectus Update!
2 months ago
A few weeks ago, I assessed the value of SpaceX ahead of...
An Ode to Restraint: Lessons from the Tim Cook Legacy
3 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!
4 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
5 months ago
Markets play an expectations game, and in March 2026, we saw the...
Finding your investing lodestar: In Search of an Investment Philosophy
5 months ago
When uncertainty roils markets, as is the case right now, it is...
The Price of Risk: An Equity Risk Premium Monologue!
5 months ago
I start my valuation classes with a question of whether valuation is...
AI Scenarios: From Doomsday Destruction to Do-Nothing Bots!
5 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
6 months ago
In the data update posts this year, I have wended my way...