I have purposefully not written anything about John Thain since he left Merrill, but now that he has chosen to speak out, so will I. I had the honor of working for John for my entire 14 year career at Goldman. Early on he co-headed the mortgage securities department where I was a trader, and [...]

I am not sure what headline/story upset me more today. Could it be “IMF sees 1.3% drop in Global Output?” Or maybe “Freddie Mac Finance chief found dead in home.” Now I think it would have to be “Taliban Seize Pakistan Area Near Capital.” Not that I want to walk around with my head in [...]

I have spent the past few days getting prepared for our (Circle Financial Group’s) quarterly asset allocation meeting and have been trying to gather and digest information from some of the country’s leading investment thinkers. I can honestly say that in my now 21 years in the financial world, this moment is truly an exceptionally [...]