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Musings on Markets
Get the latest updates from Musings on Markets directly as they happen.
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Latest posts
Last updated 4 days ago
Return on Equity, Earnings Yield and Market Efficiency: Back to Basics!
4 days ago
While I was working on my last two data updates for 2025...
Data Update 7 for 2025: The End Game in Business!
10 days ago
I am in the third week of the corporate finance class that...
Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!
14 days ago
In the first five posts, I have looked at the macro numbers...
Data Update 5 for 2025: It's a small world, after all!
15 days ago
If the title of this post sounds familiar, it is because is...
DeepSeek crashes the AI Party: Story Break, Change or Shift?
22 days ago
I am going to start this post with a confession that my...
Data Update 4 for 2025: Interest Rates, Inflation and Central Banks!
24 days ago
It was an interesting year for interest rates in the United States...
Data Update 3 for 2025: Slicing and Dicing Market Returns
27 days ago
In my first two data posts for 2025, I looked at the...
Data Update 2 for 2025: The Party Continued (for US Equities)
about 1 month ago
In my last post, I noted that the US has extended its...
Data Update 1 for 2025: The Draw (and Danger) of Data
about 1 month ago
For the last four decades, I have spent the first week of...
For the fun of it: An Open House for my Spring 2025 Classes
2 months ago
I am a teacher at heart, and every year, for more than...
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
3 months ago
You might know, by now, of my views on ESG, which I...
The Wisdom and Madness of Crowds: Markets, Economics and Politics!
4 months ago
In this, the first full week in November 2024, the big news...