Musings on Markets
Aswath DamodaranInvesting, Markets and Business
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 681 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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aswathdamodaran.substack.comLatest Issues
AI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!
Foreword: I wrote and posted this piece on August 20, 2026, with the promise that I would listen to feedback and try to respond and incorporate ideas and suggestions. To keep this promise, I will edit this piece over time and reflect the ch...
The Situational Awareness Fund Blow-up: Collateral Damage from Investment Conviction!
Earlier this year, I was asked what I thought about Leopold Aschenbrenner and I admitted that I knew little about him other than what I had read about him, more in social media, than in the press - that he was a 25-year-old wunderkind who h...
Information Timing and Release: The Gaming of Guidance!
I am a lapsed academic, insofar as I have not submitted a paper for publication in more than two decades, but to acquire academic status, I did have to earn a PhD in the distant past. My doctoral dissertation, which like most doctoral these...
Country Risk: Determinants, Measures and Implications - The 2026 Edition!
I am a creature of habit in my personal and professional life, and in the context of the content that I post online, there is a ritual that I follow with my data updates. I start the year with my general data update online, and follow up wi...
SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences!
Over the last few weeks, attention has (rightly) been focused on three potentially trillion dollar companies all lined up to go public, and much of the discussion has been about what SpaceX, Anthropic and OpenAI are worth (and will be price...
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Authors
The writers behind this newsletter.
Fascinated by finance & markets and like writing about them, but teaching is my passion.
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