It’s a signal of the occasions that I spent a while fascinated by whether…
Category: corporate-finance
Market Costs as Political Predictors!
On this, the primary full week in November 2024, the massive information tales of…
An Open Home for my Spring 2025 Lessons
I’m a trainer at coronary heart, and yearly, for greater than twenty years, I’ve invited folks…
The Draw (and Hazard) of Information
For the final 4 many years, I’ve spent the primary week of every 12 months amassing…
The Celebration Continued (for US Equities)
In my final publish, I famous that the US has prolonged its dominance of worldwide equities…
The instances they’re a’changin’!
In my first two knowledge posts for 2025, I seemed on the robust yr that US…
Curiosity Charges, Inflation and Central Banks!
It was an fascinating 12 months for rates of interest in america, one by which we…
Story Break, Change or Shift?
I’m going to start out this submit with a confession that my information of…
It is a small world, in spite of everything!
If the title of this put up sounds acquainted, it’s as a result of is one…
Musings on Markets: Knowledge Replace 6 for 2025: From Macro to Micro
Within the first 5 posts, I’ve seemed on the macro numbers that drive international markets,…