Category: Global Finance

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market...

In March 2023, the fall of Silicon Valley Bank shocked investors not only because it was unforeseen, but also because of the speed with which...

In my last post, I looked at banking as a business, and used  a simple banking framework to advance the notion that the key ingredient...

This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most...

As I have argued in all four of my posts, so far, about 2022, it was year when we saw a return to normalcy on...

I describe myself as a dabbler, and it does get in the way of my best laid plans. A few weeks ago, I posted my...

I wrote about my most recent valuation of Tesla just over a week ago, and as has always been the case when I value this...

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report...