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.
Week ended Jan 3, 2025
Summary of 2024 in tables
2024 market and asset performance vs my expectations: how'd I do?
Week ended Dec 27, 2024: more of the same
A quick look at MicroStrategy (MSTR)
Does the "Trump rally" have legs?
The US election aftermath: the morning after
The US election: things you should know
Portfolio update: 3Q2024
Three key election issues: immigration, inflation and abortion
Portfolio update: 1H2024
US deficits / debt soar; should you care?
Midweek update: Apple, CPI/FOMC, GME
Is fine wine a good investment?
Portfolio update: 1Q2024
Anti-obesity medications: part 3, valuations of LLY and NVO
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
Anti-obesity medications part 1: the market for anti-obesity drugs