Monday, October 15, 2018
In Memoriam
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Hello Everyone. One year ago, Charles James passed away due to a very short battle with cancer. He was 75 and left a family of 3 -- a wonder...
Wednesday, August 30, 2017
A DIFFERENT PERSPECTIVE
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The Wall Street Journal had the same take on My last post on Monday with a different perspective. The leading article was bemoaning the fac...
Friday, August 25, 2017
AH, RATS
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They have all ganged up on me. Janet, Mario, the whole monetary mob at Jackson Hole. Janet is happy; Mario sounded really happy. Nobody s...
Thursday, August 24, 2017
A TROUBLING REASSESSMENT
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At the start of the year I was pretty convinced that we were into a new paradigm in regard to controlling interests affecting global economi...
Monday, August 21, 2017
BACK IN HARNESS
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Ten days and about 2500 miles later. It started out as a simple drive down to NorthCarolina for a wedding but...developed. This is a reall...
Monday, August 7, 2017
SUMMER THOUGHTS
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Remember the London Whale? He was the guy who managed to double down on a bad position and lose J.P. Morgan about a gazillion a couple of y...
Tuesday, August 1, 2017
SCHANDENFREUDE
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Not nice I know but sometimes you simply have to give in. Goldman Sachs showed up at the bottom of the fixed income list today. It's ...
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