Sitemap - 2017 - Musings on Markets
Bitcoin Backlash: Back to the Drawing Board?
The Bitcoin Boom: Asset, Currency, Commodity or Collectible?
Deconstructing Amazon Prime: Loss Leader or Value Creator?
Tax Reform, 2017: Promise of Plenty or Poisoned Chalice?
A Tesla 2017 Update: A Disruptive Force and a Debt Puzzle!
The Crypto Currency Debate: Future of Money or Speculative Hype?
Online Teaching: Promise, Pitfalls and Potential!
The Dark Side of Globalization: An Update on Country Risk!
User/Subscriber Economics: Value Dynamics
User/Subscriber Economics: An Alternative View of Uber's Value
Uber's bad week: Doomsday Scenario or Business Reset?
A Tale of Two Markets: Politics and Investing!
A Valeant Update: Damaged Goods or Deeply Discounted Drug Company?
January 2017 Data Update 10: The Pricing Game!
Explaining a Paradox: Why Good (Bad) Companies can be Bad (Good) Investments!
My Snap Story: Valuing Snap ahead of it's IPO!
Apple: The Greatest Cash Machine in History?
January 2017 Data Update 9: Dividends and Buybacks
January 2017 Data Update 8: The Dark and Light Sides of Debt
January 2017 Data Update 7: Profitability, Excess Returns and Governance
January 2017 Data Update 6: A Cost of Capital Update!
January 2017 Data Update 5: A Taxing Year Ahead?
January 2017 Data Update 4: Country Risk Update
January 2017 Data Update 3: Cracking the Currency Code
January 2017 Data Update 2: The Resilience of US Equities!
Almost time for class: My Line Up for the Spring Semester!
Narrative and Numbers: How a number cruncher learned to tell stories!
January 2017 Data Update 1: The Promise and Perils of "Big Data"!