Musings on Markets

Data Update 1 for 2026: The Push and Pull of Data

Numbers don't lie, or do they?

Jan 9 • Aswath Damodaran

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December 2025

Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels?

Highly Priced ≠ Overpriced

Dec 3, 2025 • Aswath Damodaran

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November 2025

A Golden Year (2025): Gold's Price Surge - The Signal in the Noise!

The oldest investment finds new life...

Nov 6, 2025 • Aswath Damodaran

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October 2025

A "Fairly Highly Valued" Market": The Fed Chair Opines on Stocks, but should we listen?

Market timing, the impossible dream!

Oct 6, 2025 • Aswath Damodaran

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August 2025

The Imitation Game: Defending against AI's Dark Side!

Is it me or is it AI?

Aug 5, 2025 • Aswath Damodaran

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July 2025

Country Risk 2025: The Story behind the Numbers!

No black boxes!

Jul 31, 2025 • Aswath Damodaran

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To Bitcoin or not to Bitcoin: The Corporate Cash Question

MicroStrategy: Model or Exception?

Jul 18, 2025 • Aswath Damodaran

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June 2025

Alternative Investments: Big Promises, Questionable Payoffs!

Many a slip between the cup and the lip!

Jun 18, 2025 • Aswath Damodaran

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A Moody's Ratings Downgrade for the US: What now?

Aaa no more!

Jun 2, 2025 • Aswath Damodaran

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May 2025

The Greed and Fear Tango: Markets in April 2025

The Market Judgment!

May 3, 2025 • Aswath Damodaran

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April 2025

Buy the Dip! The Appeal and Dangers in Contrarian Investing!

What goes down always come up (or does it?)!

Apr 21, 2025 • Aswath Damodaran

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

A New Economic Order?

Apr 7, 2025 • Aswath Damodaran

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