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Russia in Ukraine: Let Loose the Dogs of War!

Musings on Markets

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The increase in default spreads was not restricted to foreign markets, as fear also pushed up spreads in the corporate bond market.

Start-ups 100
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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e., buy beaten down stocks, in the hope that they will recover, or the entire market, if it is down. The evidence for this strategy comes from many sources.

Start-ups 136