Category Archives: Main Page

As the risk-sellers: broker/dealer/conventional asset management types renew aggressive marketing campaigns to attract new victims (pulling out their finest suits and fanciest board rooms), global GDP continues to contract and most asset markets continue to flash extreme risk warnings to … Continue reading →

We are living in the midst of anarchy and madness in capital markets. From an investment perspective most asset prices today are utterly unattractive. Candy coating this truth serves no one in the long run. As long-term risk manager Jeremy … Continue reading →

Robert Shiller, Yale economist who warned of the housing bubble before it burst, offers some sober thoughts on home prices. Here is a direct link.