Recent Posts

How Congress Trumps Darwin

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On the 200th anniversary of the birthday of Charles Darwin and the 150th anniversary of the publication of his book, The Origin of Species, I’ve read a plethora of articles from all different directions. As…;

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Black Swan in History

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Russ Bredholt, Jr. of Bredholt & Co. sent me some bulleted Book Notes he had produced on a book “The Black Swan” by Nassim Taleb. In light of its relevance in today’s economic reality, I…;

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It’s All About the Consumer

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Very few of us actually need a debriefing on what went wrong in the economy over the past 18 months. Real estate construction, primarily precipitated by new housing starts, had gone wild. Fueled by “anyone…;

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Do Sold-Off Corporate Loans Do Worse?

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Note this article from the Wall Street Journal, November 19th. It identifies what many in the financial community have ascertained. When the money is made on the origination and sale of a credit instrument, such as…;

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In My Image and Likeness

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I’m sitting out here on our newly remodeled porch and swimming pool with Isabella on my legs. I’m feeding her and her eyes are wide open, looking at me. I have music playing and I’m…;

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