Confusion About the Financial Crisis Won’t Die Explanations driven by ideology muddle rather than clarify. Bloomberg, January 28,...
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I am fascinated by what I have been calling the hedge fund paradox: For ages, all but the top funds have lagged behind benchmarks for...
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As you surely know, this is an election year, and that means a combination of sophistry and ignorance is flooding the news media. The...
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The chart below very much reveals how intellectually bankrupt the “GSE caused the crisis” argument is. It is also...
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Economic espionage sponsored by the Chinese government is costing U.S. corporations hundreds of billions of dollars and more than two...
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Once again, the delightful Matt Levine’s Money Stuff: Powerball. Of course nothing in this newsletter is ever investing advice,...
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Today, we must acknowledge the turmoil in the equity markets, and do so by discussing an infamous anniversary. On the off-chance you were...
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The ‘Big Short’ Gets It Right Explanations driven by ideology don’t hold up. Bloomberg, January 6, 2016 ...
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Bah humbug to ridiculous year-end financial advice Washington Post, December 26, 2015 It’s that time of year when...
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“Salil Mehta is a two-time Administration executive, leading Treasury/TARP’s analytics team, as well as PBGC’s policy,...
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