Sitemap - 2018 - Musings on Markets
Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices!
Investing Whiplash: Looking for Closure with Apple and Amazon!
The GE End Game: Bataan Death March or Turnaround Play?
An October Surprise? Making Sense of the Market Mayhem!
High and higher: The Money in Marijuana!
Amazon and Apple at a Trillion $: A Follow-up on Uncertainty and Catalysts!
Apple and Amazon at a Trillion $: Looking Back and Looking Forward!
Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts!
Deja Vu In Turkey: Currency Crisis and Corporate Insanity!
The Privatization of Tesla: Stray Tweet or Game Changing News
Country Risk: A Midyear Update for 2018
Share Count Confusion: Dilution, Employee Options and Multiple Share Classes!
Twists and Turns in the Tesla Story : A Boring, Boneheaded Update!
User and Subscriber Businesses: The Good, the Bad and the Ugly!
Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift?
Amazon: Glimpses of Shoeless Joe?
Alphabet Soup: Google is Alpha, but where are the Bets?
Netflix: The Future of Entertainment or House of Cards?
The Facebook Feeding Frenzy: Time for a Pause!
Come easy, go easy: The Tech Takedown!
Spotify Loose Ends: Pricing, User Value and Big Data!
Stream On: An IPO Valuation of Spotify!
Damodaran Online: There is an App for that!
Interest Rates and Stock Prices: It's Complicated!
Testing Times: Market Turmoil and Investment Serenity
January 2018 Data Update 10: The Price is Right!
January 2018 Data Update 9: Dividends, Stock Buybacks and Cash Holdings
January 2018 Data Update 8: Debt and Taxes
January 2018 Data Update 7: Growth and Value
January 2018 Data Update 6: A Cost of Capital Primer
January 2018 Data Update 5: Country Risk Update
January 2018 Data Update 4: The Currency Conundrum
January 2018 Data Update 3: Taxing Questions on Value
January 2018 Data Update 2: The Buoyancy of US Equities
January 2018 Data Update 1: Numbers don't lie, or do they?