Musings on Markets

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

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

Apr 7, 2025 0

A New Economic Order?

Investing Politics: Globalization Backlash and Government Disruption!

Investing Politics: Globalization Backlash and Governme...

Mar 15, 2025 0

Trump, Tariffs and Tesla!

Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism

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

Mar 6, 2025 0

The logic and dysfunction in cash return!

Data Update 8 for 2025: Debt, Taxes and Default - The Unholy Trinity!

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

Feb 24, 2025 0

Never a borrower, nor a lender be...

Accounting Returns, Market Returns and Good/Bad Businesses

Accounting Returns, Market Returns and Good/Bad Businesses

Feb 18, 2025 0

Back to Basics

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

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

Feb 12, 2025 0

The Bottomline for Business

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

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

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

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!

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