January 17, 2017
Echoes from Africa If I sang a song about AfricaOf the spotted giraffe, the hyena’s laugh Of the fiery sun rising to meet the dayWith a […]
December 21, 2016
Red is the New Green I’ve got nothing against national anthems, and I wouldn’t kneel even if I was Colin Kaepernick. I just think as a […]
August 21, 2016
Masters and Johnson Q&A Sex is a three-letter word that has rarely appeared in an Investment Outlook until now. I may be risqué and delve into […]
July 21, 2016
Just a Game If only Fed Governors and Presidents understood a little bit more about Monopoly, and a tad less about outdated historical models such as […]
June 21, 2016
Bon Appetit! The economist Joseph Schumpeter once remarked that the “top-dollar rooms in capitalism’s grand hotel are always occupied, but not by the same occupants”. There […]
May 21, 2016
Culture Clash A respected reporter recently asked me what were a few important things I had learned from all this and all of that during the […]
April 13, 2016
Zeno’s Paradox I once wrote that a good “bond manager” should metaphorically be composed of 1/3 mathematician, 1/3 economist and 1/3 horse trader. I still stand […]
February 14, 2016
Increasingly Addled Long ago and far away in the adolescent cauldron known as Los Altos High School, I attended a senior U.S. history class with a […]
September 6, 2014
For Wonks Only A credit-based financial economy (as opposed to pure cash) depends on an ever-expanding outstanding level of credit for its survival. Without additional credit, […]