Musings on Markets

Breaking up Big Tech: Cui Bono?

Breaking up Big Tech: Cui Bono?

Feb 9, 2025 0

The Limits of Antitrust

The Seven Samurai: Big Tech to the Rescue!

The Seven Samurai: Big Tech to the Rescue!

Feb 9, 2025 0

FANG -> FANGAM -> MAG SEVEN

Big Risks: Catastrophic Risk in Investing and Business

Big Risks: Catastrophic Risk in Investing and Business

Feb 9, 2025 0

Rare, but consequential!

Country Risk: My 2024 Update

Country Risk: My 2024 Update

Feb 9, 2025 0

Determinants and Implications

The Corporate Life Cycle: Managing, Valuation and Investing Implications

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

Feb 9, 2025 0

Growing up is optional, growing old is mandatory!

Beat your Bot: Building your Moat against AI

Beat your Bot: Building your Moat against AI

Feb 9, 2025 0

The Bots are here...

The Power of Expectations: Nvidia's Earnings Report and Market Reaction!

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

Feb 9, 2025 0

The essence of a surprise

Dealing with aging: The Intel, Walgreens and Starbucks Stores Updated!

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

Feb 9, 2025 0

Choices, choices and more choices

Fed up with Fed Talk? Factchecking Central Banking Fairy Tales!

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

Feb 9, 2025 0

"The Fed (did not) do it"

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

Feb 9, 2025 0

Its all in the pricing!

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question

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

Feb 9, 2025 0

Cost of capital, the Swiss Army knife of Finance

The Sugar Daddy (Molasses Mommy) Effect? Assessing Corporate Venture Capital (CVC), Sovereign Wealth Funds (SWF) and Green Investing!

The Sugar Daddy (Molasses Mommy) Effect? Assessing Corp...

Feb 9, 2025 0

Boundless Benefactors in Business and Investing!

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

The Siren Song of Sustainability: The Theocratic Trifec...

Feb 9, 2025 0

Purpose and Profits?

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

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

Feb 9, 2025 0

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

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

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

Feb 9, 2025 0

Numbers don't lie (or do they?)

Data Update 2 for 2025: The Party Continues (for US Equities)!

Data Update 2 for 2025: The Party Continues (for US Equ...

Feb 9, 2025 0

Up, up and away!

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