Sitemap - 2010 - Musings on Markets
Corporate finance in illiquid markets
Making money off illiquidity: Two Strategies
Asset selection & Valuation in Illiquid Markets
Asset allocation for illiquid markets
Are complex models the answer?
The insider trading scandal: Thoughts about the hedge fund business
How do you evaluate risk taking?
The secret to investment success: Self Awareness?
Nassim Taleb and the Nobel Committee
Inflation, deflation and investing
Jerome Kerviel is sentenced: Ruminations on risk and trading scandals
High dividend stocks: Do they beat the market?
A Corporate Governance Risk Manual
Past performance is no guarantee of future performance... but is anyone listening?
Checks and Balances: Eisner and Disney
Capital Structure: Optimal or Opportunisitic?
Unstable risk premiums: A new paper
Will the financial overhaul bill fix what's wrong with banks?
Parent versus Consolidated financial statements
"We are not in Kansas anymore"
Stock versus Flow: My thoughts
Goodwill: Plug Variable or Real Asset?
Government Default and Riskfree Rates
How do you measure profitability?
Equity Risk Premiums and the Fear of Catastrophe
The Fed Effect: Central Banks and Equity Value
Transactions Costs and Beating the Market
The Credit Default Swap (CDS) Market
Emerging versus Developed Markets: The margin shrinks in 2010
Bounceback in Multiples: The 2010 story