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Musings on Markets
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Latest posts
Last updated 10 days ago
For the fun of it: An Open House for my Spring 2025 Classes
10 days ago
I am a teacher at heart, and every year, for more than...
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
about 1 month ago
You might know, by now, of my views on ESG, which I...
The Wisdom and Madness of Crowds: Markets, Economics and Politics!
about 1 month 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 2 months ago
It is a sign of the times that I spent some time...
Breaking up Big Tech: Cui Bono?
2 months ago
In a court filing on October 9, 2024, the US Department of...
Just do it! Brand Name Lessons from Nike'sTroubles!
3 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!
3 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
4 months ago
Last Wednesday (August 28), the market waited with bated breath for Nvidia’s...
Beat your Bot: Building your moat against AI
4 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
5 months ago
After the 2008 market crisis, I resolved that I would be far...