Archive - Daniel Peris on Substack

Dr. Frankenstein would like a word. What have you done to his monster?

The market index as a struggle between the Enlightenment and Romanticism.

Mar 15 •

February 2025

Who's minding the store?

What a small dividend bump and a huge capex increase might mean for investors in the Mag7

Feb 17 •

Philosophy, not Finance.

The Ownership Dividend one year later.

Feb 8 •

January 2025

Making Geography Great Again.

A lesser point on the global neo-liberalism agenda is being reversed at astonishing speed.

Jan 21 •

"It's tough to make predictions, especially about the future."

Yogi Berra on today's winner-take-all market frenzy.

Jan 2 •

November 2024

Time to put the geo back into geo-politics

Get a globe, not a map!

Nov 24, 2024 •

“Yeh, I know who you are. You got nothing!”

“Yeh, I know who you are.

Nov 8, 2024 •

September 2024

When Total Return isn’t.

Is it time to reconsider how we measure stock market performance? And why you might want to exclude unrealized capital gains from your sense of wealth…

Sep 17, 2024 •

July 2024

Does the market's low dividend yield foretell future returns?

After the market’s most recent rally, the trailing SP5 dividend yield is clocking in at 1.3%.

Jul 5, 2024 •

Making something, other than the numbers.

It's time for corporate America to start making something other than Wall Street's numbers.

Jul 2, 2024 •

June 2024

They matter even more in quantitative disciplines.

Jun 28, 2024 •

Big just might be beautiful. There, I said it.

It’s easy to go after Big Business.

Jun 12, 2024 •

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