Our Debt Ceiling: Where Market Bubbles Meet Political Bubbleheads.
The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and
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The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and
The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from
The Federal Reserve: A Not So Noble History The Fed just fascinates me. From its current market rigging to its
Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?
Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured
An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give
Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in
More Heads in the Sand As we watch donkeys and elephants daily chasing each other’s tails on the news,
Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we
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