Speech: Conducting Monetary Policy with a Large Balance Sheet (see link) Date: 02/27/15 My Summary: Before the financial crisis, reserve … More

I saw a video by Ray Dalio (www.youtube.com/watch?v=PHe0bXAIuk0) that was making the rounds a few months ago, an thought I’d … More

I was reading through ECRI’s Mar-13 presentation called “U.S. Business Cycle in the Context of the Yo-Yo Years” (text available … More

The Vanity Fair article The Hunt for “Geronimo” is a very interesting account of the decision making process behind the raid. I … More

A few weeks back, I had the joy of meeting Warren Buffett in Omaha, Nebraka, as part of a group … More

A version of this article was published in the Cornell Business Journal, an independent student-run publication.   In October last … More

We all share concepts that are considered axiomatic, despite rather imprecise shared understanding. These are told to everyone as obvious, … More

  Look at how drastically 2Y, 10Y and 30Y yields have dropped in a week. This is stunning. The 2mo … More

Disclaimer: I am not a professional investor, and not authorized to give advice. As you read the following, remember that … More

I read a very interesting article today that points out supply-side issues in some US housing regional markets that contribute … More