Sitemap - 2009 - Musings on Markets
The market value of Tiger Woods
Greece, EU and more on Implicit Backing for Debt
Dubai and the "implicit" guarantee
The CRU Scandals: A Reflection on Academia
A tax on financial transactions: Good or Bad Idea?
Macro Bets: A general framework..
The secrets behind John Paulson's success...
The Agency for Financial Stability? Good idea?
Bad companies and good investments...
Insider Trading: My Perspective..
Equity Risk Premiums: An Update
Bond Ratings: Why, how and what next?
Crisis Lessons: Presentation...
The dangers of relative valuation
A Risk Argument: Democracies versus Dictatorships
One year later: The lessons from the crisis
Commodity companies and commodity dependent markets
Emerging Markets... and maturity....
Behavioral Corporate Finance 1: The Objective in Decision Making:
Behavioral finance and corporate finance
Losers and Winners: The inevitable consequence of risk taking...
Valuing declining and distressed companies
Culprit found for market crisis!!!!
Buffett and Munger... Shock value!
Losing, sustaining and building on brand names
Preferred Stock: Fish or Fowl?
The Yankee infield and debt...
My favorite novels on financial markets
Why I cannot stand George Soros!
Fama-French and the Proxy Wars
Can betas be negative? (and other well used interview questions)
Alternatives to Regression Betas
The problem with regression betas
What betas can... and cannot do...