Musings on Markets

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Back in the Classroom: Time to Teach!

Managing across the Corporate Life Cycle: CEOs and Stock Prices!

Tesla's Trillion Dollar Moment: A Valuation Revisit!

The Billionaire Tax: The Worst Tax Idea Ever?

Triggered Disclosures: Escaping the Disclosure Dilemma

The Indian Smartphone Revolution: Paytm's Coming of Age IPO!

The ESG Movement: The "Goodness" Gravy Train Rolls On!

China's Tech Crackdown: Its about Control, not Consumers or Competition!

A DIY (Do-It-Yourself) Valuation of Zomato

The Zomato IPO: A Bet on Big Markets and Platforms!

Disclosure Dilemma: When more (data) leads to less (information)!

The Rise of SPACs: IPO Disruptors or Blank Check Distortions?

Inflation and Investing: False Alarm or Fair Warning?

Investor Taxes and Stock Prices: Threading the Needle!

The Corporate Tax Burden: Facts and Fiction

Interest Rates, Earning Growth and Equity Value: Investment Implications

Data Update 4 for 2021: The Hurdle Rate Question!

The Price-Value Feedback Loop: A Look at GME and AMC!

The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!

Data Update 3 for 2021: Currencies, Commodities, Collectibles and Cryptos

Data Update 2 for 2021: The Price of Risk!

Marking Time: A new year, a fresh semester and its class time!

Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

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