Week ended April 12, 2024: "hot" US CPI data wrecks markets
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
- Apr 10
- 8 min
Portfolio update: 1Q2024
- Apr 6
- 6 min
Week ended April 5, 2024: equities and bonds decline
- Mar 18
- 8 min
Anti-obesity medications: part 3, valuations of LLY and NVO
- Mar 14
- 7 min
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
- Mar 12
- 7 min
Anti-obesity medications part 1: the market for anti-obesity drugs
- Mar 5
- 4 min
Revisiting gold as an asset class
- Feb 27
- 9 min
Berkshire Hathaway: 2023 results and the path forward
- Feb 20
- 5 min
Revisiting semi-conductors
- Feb 14
- 7 min
Enhancing shareholder value
- Jan 25
- 6 min
Portfolio update Dec 31, 2023 (4Q23 and FY 2023)
- Jan 2
- 31 min
Some investment "thoughts" to start off the new year
- Dec 7, 2023
- 8 min
Spending your retirement savings
- Nov 30, 2023
- 7 min
Personal portfolio allocation
- Nov 15, 2023
- 4 min
Happiness and wealth
- Nov 2, 2023
- 5 min
A break from financial markets commentary
- Oct 26, 2023
- 4 min
3Q2023 portfolio update
- Oct 9, 2023
- 7 min
Deficits spiral, Congress disappoints