Archive - Ronan McGovern's Blog (The Blip)

How to Value a Stock: 2Q2025 Investing Briefing

This isn’t advice on how to invest your money or someone else’s money.

21 hrs ago •

June 2025

Deprecating Depreciation

and what BBB stands for

Jun 12 •

How AI is changing entrepreneurship

my latest piece in "The Currency"

Jun 9 •

May 2025

April 2025

Returns on stocks are close to bonds. Why?

Today, the forward price to earnings ratio on the S&P500 implies a 5.3% yield.

Apr 22 •

Is Nvidia sufficiently long-term oriented?

Nvidia is losing revenue because export controls are blocking more of their GPUs from being exported to China.

Apr 22 •

Correct Diagnosis Wrong Cure?

John Cochrane writes well about tariffs and trade here. A few key points:

Apr 14 •

Notes on Tariffs, Trump and Trade

I just listened to the All-in podcast that had Larry Summers (former US Treasury Secretary) and also Ezra Klein (podcast host and currently trying to…

Apr 12 •

1Q2025 Investing Briefing

And writing for the AIs

Apr 11 •

March 2025

Some Ways to Think About Tariffs – and US Trade Policy

Mar 31 •

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