Persevering with an annual ritual of lengthy standing, forward of beginning my spring educating at NYU…
Tag: Musings
Musings on Markets: Knowledge Replace 2 for 2024: A Inventory Comeback
Heading into 2023, US equities seemed like they have been heading right into a sea of…
Musings on Markets: Knowledge Replace 3 for 2024: Curiosity Charges in 2023
In my final put up, I checked out equities in 2023, and argued that whereas they…
Musings on Markets: Knowledge Replace 4 for 2024: Hazard and Alternative
In my final information updates for this yr, I appeared first at how fairness markets rebounded…
Musings on Markets: Information Replace 5 for 2024: Profitability
In my final three posts, I regarded on the macro (fairness threat premiums, default spreads, threat…
Meg’s Musings: Managing Your Funds Is Arduous.
Typically Meg’s Musings are only a random assortment of ideas I’ve had, and not using a…
Musings on Markets: Catastrophic Threat: 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 Information Replace
After the 2008 market disaster, I resolved that I’d be much more organized in my assessments…