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Last updated 10 days ago
10 days ago
A few weeks ago, I posted on the corporate life cycle, the...
14 days ago
Last Wednesday (August 28), the market waited with bated breath for Nvidia’s...
22 days ago
It seems like a lifetime has passed since artificial intelligence (AI) became...
about 1 month ago
As I reveal my ignorance about TikTok trends, social media celebrities and...
about 2 months ago
After the 2008 market crisis, I resolved that I would be far...
7 months ago
In the context of valuing companies, and sharing those valuations, I do...
7 months ago
I was planning to finish my last two data updates for 2024...
8 months ago
In my last three posts, I looked at the macro (equity risk...
8 months ago
In my last data updates for this year, I looked first at...
8 months ago
In my last post, I looked at equities in 2023, and argued...
8 months ago
Heading into 2023, US equities looked like they were heading into a...
8 months ago
Continuing an annual ritual of long standing, ahead of starting my spring...