Putting the (Insta)cart before the (Grocery) horse: A COVID Favorite’s Reality Check!
After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million...
After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million...
It has been an unsettling summer for anyone with a stake in the movie, television and broadcasting businesses. The strike by screen actors and writers...
I have always loved sports, playing tennis and cricket when I was growing up, before transitioning to fan status, cheering for my favored teams from...
In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which...
If you have been reading my posts, you know that I have an obsession with equity risk premiums, which I believe lie at...
I have looked at country risk, in all its dimensions, towards the middle of each year, for the last decade, for many reasons. One is...
I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate...
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...