Latest Blog: Mismatch - 03/20/2023
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SHADES OF 2007?Published: 10-17-2014
Nice graphic in today’s FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.5% to 9% in the past few days).
I still think this is mostly noise, a normal, and overdue, correction. But, stay tuned….
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A Year-End Thought 12-31-2015
This week, my college basketball team visited southern California, and I was lucky enough to spend some time with them ...READ MORE
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I'm Swiss 10-13-2015
No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, ...READ MORE
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