Musings on Markets

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Alternative Investments: Big Promises, Questionable Payoffs!

A Moody's Ratings Downgrade for the US: What now?

The Greed and Fear Tango: Markets in April 2025

Buy the Dip! The Appeal and Dangers in Contrarian Investing!

Anatomy of a Crisis: Tariffs, Markets and the Economy!

Investing Politics: Globalization Backlash and Government Disruption!

Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism

Data Update 8 for 2025: Debt, Taxes and Default - The Unholy Trinity!

Accounting Returns, Market Returns and Good/Bad Businesses

Data Update 7 for 2025: The End Game in Business!

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question

Data Update 5 for 2025: It's a small world, after all!

DeepSeek crashes the AI Party: Story Break, Story Change or Story Shift!

Data Update 4 for 2025: Interest Rates, Inflation and Central Banks!

Data Update 3 for 2025: The times they are a'changin!

Data Update 2 for 2025: The Party Continues (for US Equities)!

Data Update 1 for 2025: The Draw (and Danger) of Data!

© 2025 Aswath Damodaran
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