Musings on Markets
Aswath DamodaranInvesting, Markets and Business
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 666 | Subscribers | Read | aswathdamodaran.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Data Update 5 for 2026: Risk and Hurdle Rates
In my first four posts, I looked at markets - equity, debt and collectibles - in the aggregate performed in 2025. In this post, I turn my attention to divergences in risk across companies, looking at alternative measures of risk, some based...
Data Update 4 for 2026: A Risk Journey around the World!
If you have read my first three data updates in 2026, I won’t blame you if you skip this one, because you found them long and boring. I won’t take issue with you either if you viewed them as too US-focused, because I did spend my second dat...
Data Update 3: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin in 2025!
In my last post, I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equities during 2025. In this one, I want to focus specifically on four news stories from last year - the US an...
Data Update 2 for 2026: A Testing Year (2025) for US Equities
It was a disquieting year , as political and economic news stories shook the foundations of the post-war economic order, built around global trade and the US dollar. In fact, if you had been read just the news all through the year, and were...
Authors
The writers behind this newsletter.
Fascinated by finance & markets and like writing about them, but teaching is my passion.
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