Musings on Markets
Aswath DamodaranInvesting, Markets and Business
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 673 | Subscribers | Read | aswathdamodaran.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oil, War and the Global Economy: The Market's Narrative in March 2026
Markets play an expectations game, and in March 2026, we saw the process play out, with all of its upsides and downsides. The month started with a war in the Middle East, which quickly percolated into soaring oil prices and dropping stock p...
Finding your investment lodestar: In search of an investment philosophy!
When uncertainty roils markets, as is the case right now, it is natural for investors to get knocked off balance, a when off-balance, to make investment decisions that they often regret later. It is during those times that it helps to have ...
The Price of Risk: An Equity Risk Premium Monologue!
I start my valuation classes with a question of whether valuation is an art or a science, and I argue that it is neither; it does not have the precision that characterizes a science and unlike an art, it does come with principles that const...
The AI Disruption: From Doomsday Destruction to Do-Nothing Bots!
When Chat GPT made its debut on November 30, 2022, it unleashed the hype of AI, and in the three years since, AI has taken on an outsized role not just in markets, but also in our lives. For much of the time, the AI story has been told by i...
Authors
The writers behind this newsletter.
Fascinated by finance & markets and like writing about them, but teaching is my passion.
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