Musings on Markets

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

Dealing with aging: The Intel, Walgreens and Starbucks ...

Choices, choices and more choices

The Seven Samurai: Big Tech to the Rescue!

FANG -> FANGAM -> MAG SEVEN

Big Risks: Catastrophic Risk in Investing and Business

Rare, but consequential!

Country Risk: My 2024 Update

Determinants and Implications

The Corporate Life Cycle: Managing, Valuation and Inves...

Growing up is optional, growing old is mandatory!

Beat your Bot: Building your Moat against AI

The Bots are here...

The Power of Expectations: Nvidia's Earnings Report and...

The essence of a surprise

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

Cost of capital, the Swiss Army knife of Finance

Fed up with Fed Talk? Factchecking Central Banking Fair...

"The Fed (did not) do it"

Just do it! Brand Name Lessons from Nike's Troubles

Its all in the pricing!

This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies.