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Musings on Markets

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Latest posts

Last updated 19 days ago

The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!

19 days ago

    You might know, by now, of my views on ESG, which I...

The Wisdom and Madness of Crowds: Markets, Economics and Politics!

26 days ago

    In this, the first full week in November 2024, the big news...

The Sugar Daddy Effect? Corporate venture capital, Sovereign funds and Green Energy!

about 1 month ago

    It is a sign of the times that I spent some time...

Breaking up Big Tech: Cui Bono?

about 2 months ago

    In a court filing on October 9, 2024, the US Department of...

Just do it! Brand Name Lessons from Nike'sTroubles!

2 months ago

     I have spent the last week reading "Shoe Dog", Phil Knight's memoir...

Fed up with Fed Talk? Central Banks, Rates and Stock Prices - Fairy Tales and Facts!

2 months ago

     The big story on Wednesday, September 18, was that the Federal Reserve’s...

Dealing with Aging: Daignosing Intel, Walgreens and Starbucks!

3 months ago

      A few weeks ago, I posted on the corporate life cycle, the...

The Expectations Game: The Aftermath of Nvidia's Earnings Report

3 months ago

    Last Wednesday (August 28), the market waited with bated breath for Nvidia’s...

Beat your Bot: Building your moat against AI

3 months ago

     It seems like a lifetime has passed since artificial intelligence (AI) became...

The Corporate Life Cycle: Corporate Finance, Valuation and Investing Implications!

4 months ago

As I reveal my ignorance about TikTok trends, social media celebrities and...

Country Risk: My 2024 Data Update

4 months ago

After the 2008 market crisis, I resolved that I would be far...

Catastrophic Risk: Investing and Business Implications

10 months ago

    In the context of valuing companies, and sharing those valuations, I do...