December 20, 2022
On the Road to Nowhere Adapted from an op-ed published in the Financial Times on Dec. 19, 2022 I’m not sure where I’m going these days. […]
October 18, 2022
50 Basis Deposit/No Return There are lots of “total return” bond funds these days, almost a half century since I innovated the concept in 1987. My […]
October 6, 2022
Carry On Carry on!!” was the gruff but oh so welcomed command screamed at me by Marine drill Sergeant Jo Quinn Cruz in October of 1967. […]
August 24, 2022
Winning Winning isn’t everything, nor is it “the only thing” as Vince Lombardi once said. Still, it is better to be on top instead of the […]
July 14, 2022
Curveball Kill the Umpire”, the fan cried to open the 1996 baseball season in Cincinnati, and 7 pitches later, the man behind the plate, John McSherry, […]
July 11, 2022
3.5% ASAP Back in 2013 I wrote a rather prescient Investment Outlook entitled “Credit Supernova”. It characterized the U.S. and developed global economies economy as “credit […]
May 6, 2022
the death zone There are eight global mountaintops scaling 26,000 feet or higher, including Mt. Everest, the most famous of them all. Climbers that have been […]
April 20, 2022
LET IT BE? I didn’t start the fire. Other people did. The global warming fire that is; or the environmental crisis that is; or the doomsday […]
March 13, 2022
Sunshine, Lollipops and… Our Sun – a rather tiny star in the galaxial scheme of things – seems inexhaustible. But 5 billion years from now, it […]