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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 9 days ago
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
9 days ago
You might know, by now, of my views on ESG, which I...
The Wisdom and Madness of Crowds: Markets, Economics and Politics!
16 days ago
In this, the first full week in November 2024, the big news...
The Sugar Daddy Effect? Corporate venture capital, Sovereign funds and Green Energy!
26 days ago
It is a sign of the times that I spent some time...
Breaking up Big Tech: Cui Bono?
about 1 month ago
In a court filing on October 9, 2024, the US Department of...
Just do it! Brand Name Lessons from Nike'sTroubles!
about 2 months ago
I have spent the last week reading "Shoe Dog", Phil Knight's memoir...
Fed up with Fed Talk? Central Banks, Rates and Stock Prices - Fairy Tales and Facts!
2 months ago
The big story on Wednesday, September 18, was that the Federal Reserve’s...
Dealing with Aging: Daignosing Intel, Walgreens and Starbucks!
2 months ago
A few weeks ago, I posted on the corporate life cycle, the...
The Expectations Game: The Aftermath of Nvidia's Earnings Report
3 months ago
Last Wednesday (August 28), the market waited with bated breath for Nvidia’s...
Beat your Bot: Building your moat against AI
3 months ago
It seems like a lifetime has passed since artificial intelligence (AI) became...
The Corporate Life Cycle: Corporate Finance, Valuation and Investing Implications!
3 months ago
As I reveal my ignorance about TikTok trends, social media celebrities and...
Country Risk: My 2024 Data Update
4 months ago
After the 2008 market crisis, I resolved that I would be far...
Catastrophic Risk: Investing and Business Implications
9 months ago
In the context of valuing companies, and sharing those valuations, I do...