Monthly Commentary Archive
Staying Focused in a Distracting World (February 2012)
A Word on Banking (January 2012)
Endless Ironies, Challenges and Volatility (December 2011)
Financial Crisis Status Update (November 2011)
It’s Relative (October 2011)
Eurozone Complexity Brings Risk Aversion (September 2011)
A Moment of Clarity (August 2011)
It’s the Demography, Stupid (July 2011)
Banking in the Bailout Era (June 2011)
Markets’ Risk Reappraisal (May 2011)
Behavioral Pitfalls That Inhibit Investment Success (April 2011)
A Crude Dilemma (March 2011)
Seismic Shifts (February 2011)
Avoiding Complexity as a Bankable Strategy (January 2011)
Ripping Off the Band-Aid (December 2010)
On Gold, the Dollar and Politics (November 2010)
Surviving Our Minsky Moment (October 2010)
A Perspective on Belief Systems and Markets (September 2010)
If Something Cannot Go on Forever, It Will Stop (August 2010)
Positive Factors (July 2010)
A Choppy Start to the Summer (June 2010)
A Greek Drama (May 2010)
An Interesting Development (April 2010)
CNBC Often Misses the Boat (March 2010)
The Downside of Debt (February 2010)
The Lost Decade of the S&P 500 (January 2010)
What is Gold Telling Us? (December 2009)
Page 16 Stories (November 2009)
The Elephant in the Room (October 2009)
Inflation or Deflation? (September 2009)
The Rally Continues… (August 2009)
Where Do We Go from Here? (July 2009)
Identifying the Tides (June 2009)
Bubble-nomics (May 2009)
Concerning Politics (April 2009)
End of Bear Market in Sight? (March 2009)