As we enter the final quarter of 2023, it has been a curler coaster of a…
Tag: Markets
The case for investing in US and Japanese fairness markets. How ought to buyers place their international portfolios?
Put up Views: 411 The S&P 500 has reached file highs this yr,…
Musings on Markets: The Distinction Makers: Key Individual(s) Valuation
Can one particular person make a distinction to the worth of a enterprise? After all,…
Musings on Markets: The College Bell Rings: Time for Class!
Persevering with an annual ritual of lengthy standing, forward of beginning my spring educating at NYU…
Musings on Markets: Knowledge Replace 2 for 2024: A Inventory Comeback
Heading into 2023, US equities seemed like they had been heading right into a sea of…
Musings on Markets: Information Replace 3 for 2024: Curiosity Charges in 2023
In my final publish, I checked out equities in 2023, and argued that whereas they did…
Musings on Markets: Knowledge Replace 4 for 2024: Hazard and Alternative
In my final knowledge updates for this 12 months, I appeared first at how fairness markets…
Musings on Markets: Information Replace 5 for 2024: Profitability
In my final three posts, I regarded on the macro (fairness danger premiums, default spreads, danger…
Musings on Markets: Catastrophic Danger: Investing and Enterprise Implications
Within the context of valuing corporations, and sharing these valuations, I do get strategies…
Musings on Markets: Nation Threat: My 2024 Knowledge Replace
After the 2008 market disaster, I resolved that I’d be way more organized in my assessments…