Musings on Markets

JANUARY 5, 2024

I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year.

Dividends 105

Dividends Risk Premium Equity Book Value 105

Global Finance

DECEMBER 27, 2024

Apart from political stability and economic reforms, factors like strategic location, abundant natural resources, infrastructure expansion, investment incentives, and a growing local and regional market are among the factors making Tanzania quite attractive. Inflation (2024, projected): 3.2% Inflation (2024, projected): 3.2%

Alpha 144

Alpha Start-ups Finance Marketability 144

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Dividends and Potential Dividends (FCFE) 1.

Risk Premium 119

Risk Premium Dividends Start-ups Corporate Finance 119

Musings on Markets

OCTOBER 28, 2024

In keeping with my inability to stay focused, that then led me to also think about sovereign wealth funds, an increasingly powerful presence in both private and public equity markets, and then about green energy, a favored destination for impact investors over the last two decades.

Start-ups 68

Start-ups Alpha Equity Marketability 68