The Crisis of 2008: Lessons learned, unlearned and reinforced
Hard wired to deceive?
To zero..and beyond...
To Madoff or not to Madoff?
Enterprise value is negative... Is that possible?
Corporate Hedging: Answers to questions
Corporate Hedging: The Down Side
Jekyll and Hyde revisited!
Dividend Yield and T.Bond rate
Good companies in bad businesses
Some thoughts on Las Vegas!
Blackstone's Woes: Some thoughts on Private Equity
Another strange incident... in a market full of anomalies!
What is the message the market is sending?
The New World Order: How this crisis affects valuation
What is going on with the inflation indexed treasuries?
Is preferred stock equity?
Black, blue and white swans: Comments on Taleb
Markets for sports outcomes- The long odds bias!
Gold, fine art and collectibles...
Diversification: Why is it not working?
Is it time to make the move?
Explaining the Market....
The Buffett Gambit: Buying (Selling) Credibility
Mark to Market or Not to Mark to Market?
The Market Solution!
Step away from the ledge!
II. Why did it happen?
I. What happened?
GE's aborted buybacks...
The end of investment banking?
Are you a contrarian?
What is the risk free rate?
The key number for stocks: The Equity Risk Premium (ERP)
Selling Short: The debate
The most exciting flat week ever?
Risk = Danger + Opportunity