Investing Politics: Globalization Backlash and Government Disruption!
I will start with a couple of confessions. The first is that I see the world in s ...View More
Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism!
In my ninth (and last) data post for 2025, I look at cash returned by businesses across the world, l ...View More
Data Update 8 for 2025: Debt, Taxes and Default - An Unholy Trifecta!
There is a reason that every religion inveighs against borrowing money, driven by a hi ...View More
Return on Equity, Earnings Yield and Market Efficiency: Back to Basics!
While I was working on my last two data updates for 2025, I got sidetracked, as I am w ...View More
Data Update 7 for 2025: The End Game in Business!
I am in the third week of the corporate finance class that I teach at NYU Stern, and my students hav ...View More
Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!
In the first five posts, I have looked at the macro numbers that drive global mar ...View More
Data Update 5 for 2025: It's a small world, after all!
If the title of this post sounds familiar, it is because is one of Disney’s most iconic rides, one t ...View More
Data Update 4 for 2021: The Hurdle Rate Question!
What is a hurdle rate for a business? There are multiple definitions that you will see offered, from ...View More
The Price-Value Feedback Loop: A Look at GME and AMC!
There are three topics that you can write or talk about that are almost guaranteed to draw a audienc ...View More
The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!
I generally try to stay out of fights, especially when they become mud-wrestling contests, but the b ...View More
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