In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes, and tracing out the consequences for equity values, in the aggregate. In general, higher and more volatile inflation…
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The Genie is out of the bottle...
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Political Markets?
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My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund…
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I wrote my first blog post on September 17, 2008, five days into a market crisis that changed the way I thought about economies, markets and business…
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I wrote my first blog post on September 17, 2008, five days into a market crisis that changed the way I thought about economies, markets and business…
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As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and…
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The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in an age where…
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Musings on Markets