Sitemap - 2008 - Musings on Markets
The Crisis of 2008: Lessons learned, unlearned and reinforced
Enterprise value is negative... Is that possible?
Corporate Hedging: Answers to questions
Corporate Hedging: The Down Side
Dividend Yield and T.Bond rate
Good companies in bad businesses
Blackstone's Woes: Some thoughts on Private Equity
Another strange incident... in a market full of anomalies!
What is the message the market is sending?
The New World Order: How this crisis affects valuation
What is going on with the inflation indexed treasuries?
Black, blue and white swans: Comments on Taleb
Markets for sports outcomes- The long odds bias!
Gold, fine art and collectibles...
Diversification: Why is it not working?
The Buffett Gambit: Buying (Selling) Credibility
Mark to Market or Not to Mark to Market?
The end of investment banking?
The key number for stocks: The Equity Risk Premium (ERP)