A Recap Part I of this series set the backdrop of how years of accumulated debt and easy money leads

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

  In the midst of my current four-part history of the US markets, we all probably noticed the VIX gaining

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

Top Managers See Market Risk Ahead Each of us have our all-star lists, from baseball players to novelists to artists.

The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

 Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in