Musings on Markets

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A Return to Teaching: The Spring 2023 Edition

Facebook (Meta) Lesson 3: Tell me a story!

Facebook (Meta) Lesson 2: Accounting Inconsistencies and Consequences

Meta (Facebook) Lesson 1: Corporate Governance

Earnings, Cash Flows and Free Cash Flows: A Primer

Reaping the Whirlwind: A September 2022 Inflation Update

A Zomato 2022 Update: Price, Value and the Gap!

Country Risk: The Mid-year Update for 2022

Risk Capital and Markets: Temporary Pull Back or Long term Retrenchment?

An Inflation Follow Up: The Disparate Effects on Companies

In Search of a Steady State: Inflation, Interest Rates and Value

Elon's Twitter Play: Valuation Question or Political Rorschach Test?

ESG's Russia Test: Trial by Fire or Crash and Burn?

Blogger to Substack

From Google Blogger to Substack: Coming Soon!

Russia in Ukraine: Let Loose the Dogs of War!

Data Update 5 for 2022: The Bottom Line!

Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

Data Update 4 for 2022: Risk = Danger + Opportunity!

Data Update 3 for 2022: Inflation and its Ripple Effects!

Data Update 2 for 2022: US Stocks kept winning in 2021, but…

Data Update 1 for 2022: It is Moneyball Time!

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