Musings on Markets

The Greed and Fear Tango: Markets in April 2025

The Market Judgment!

Anatomy of a Crisis: Tariffs, Markets and the Economy!

A New Economic Order?

Investing Politics: Globalization Backlash and Governme...

Trump, Tariffs and Tesla!

Data Update 9 for 2025: Dividends and Buybacks - Inerti...

The logic and dysfunction in cash return!

Data Update 8 for 2025: Debt, Taxes and Default - The U...

Never a borrower, nor a lender be...

Data Update 7 for 2025: The End Game in Business!

The Bottomline for Business

Data Update 6 for 2025: From Macro to Micro - The Hurdl...

Cost of capital, the Swiss Army knife of Finance

Data Update 5 for 2025: It's a small world, after all!

Tariffs and Trade Wars!

Data Update 4 for 2025: Interest Rates, Inflation and C...

The Fed did (not do) it!

Data Update 3 for 2025: The times they are a'changin!

Slicing and Dicing US equities

Data Update 1 for 2025: The Draw (and Danger) of Data!

Numbers don't lie (or do they?)

For the fun of it: An Open House for my Spring 2025 Cla...

I am a teacher at heart, and every year, for more than two decades, I have invit...

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