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Russia in Ukraine: Let Loose the Dogs of War!

Musings on Markets

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. As Russian equities have imploded, the ripple effects again are being felt across the globe.

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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

For the market, it is often built on papers (or books) that look at the historical data on what equity markets have delivered as returns over long periods, relative to what you would have made investing elsewhere.

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