Monthly Commentary Archive
Searching for “The Truth” (May, 2013)
Signals of U.S. Strength (April 2013)
Looking for Risk (March 2013)
Keeping Focus (February 2013)
A Dickensian New Year (January 2013)
Men of Good Will (December 2012)
Back to the Future (November 2012)
Occam’s Razor (October, 2012)
The Experimental Economy (September 2012)
The Perils of Overconfidence (August 2012)
Looking Past Today’s Sideways Market (July 2012)
Volatility ≠ Risk (June 2012)
Groundhog Day (May 2012)
A Game Changer for China (April 2012)
The Apple Conundrum (March 2012)
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)