Buy the Dip! The Appeal and Dangers in Contrarian Investing!

Anatomy of a Crisis: Tariffs, Markets and the Economy!

Investing Politics: Globalization Backlash and Government Disruption!

Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism

Data Update 8 for 2025: Debt, Taxes and Default - The Unholy Trinity!

Accounting Returns, Market Returns and Good/Bad Businesses

Data Update 7 for 2025: The End Game in Business!

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question

Data Update 5 for 2025: It's a small world, after all!

DeepSeek crashes the AI Party: Story Break, Story Change or Story Shift!

Data Update 4 for 2025: Interest Rates, Inflation and Central Banks!

Data Update 3 for 2025: The times they are a'changin!

Data Update 2 for 2025: The Party Continues (for US Equities)!

Data Update 1 for 2025: The Draw (and Danger) of Data!

For the fun of it: An Open House for my Spring 2025 Classes

The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg

The Sugar Daddy (Molasses Mommy) Effect? Assessing Corporate Venture Capital (CVC), Sovereign Wealth Funds (SWF) and Green Investing!

Breaking up Big Tech: Cui Bono?

Just do it! Brand Name Lessons from Nike's Troubles

Fed up with Fed Talk? Factchecking Central Banking Fairy Tales!: "The Fed (did not) do it"

Dealing with aging: The Intel, Walgreens and Starbucks Stores Updated!: Choices, choices and more choices

The Power of Expectations: Nvidia's Earnings Report and Market Reaction!: The essence of a surprise

Beat your Bot: Building your Moat against AI: The Bots are here...

The Corporate Life Cycle: Managing, Valuation and Investing Implications: Growing up is optional, growing old is mandatory!

Country Risk: My 2024 Update: Determinants and Implications