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Interdependent Nation
Prescient warnings in Felix Rohatyn's "America's Economic Dependence" for Foreign Affairs (1989)
Jun 4
•
Hunter
12
May 2023
L.E. Memo | The End of Thrift
Private markets and the de-democratization of equity
May 7
•
Hunter
17
April 2023
Noise!
It matters. Fischer Black on the Limits of Our Models
Apr 30
•
Hunter
8
5
Toward Shores Not Yet Visible
Walter Bagehot, Daniel Peris, Perry Mehrling, Carlo Rovelli, and more on Political Economy, Finance & Time
Apr 16
•
Hunter
13
3
L.E. Memo | A Share Bought is a Share Sold
And other fun things to say on the internet.
Apr 8
•
Hunter
15
2
March 2023
Man of the Moment
Hyman Minsky and the Groundhog Day of Speculative Finance
Mar 26
•
Hunter
12
1
The Invention
Mortgage-Backed Securities and the Financialization of American Life
Mar 12
•
Hunter
15
3
February 2023
L.E. Memo | Intolerably Boring
Moving Beyond Buffett and the Search for New Investment Thought
Feb 27
•
Hunter
23
6
November 2022
Dividends, Where'd They Go!?
Daniel Peris on the "Retreat of Dividends"
Nov 27, 2022
•
Hunter
14
4
October 2022
The Sand Pile
Michael Mauboussin's "Shift Happens" an exploration of Complex Adaptive Systems applied to Capital Markets
Oct 23, 2022
•
Hunter
8
September 2022
Credere
Jay Newman, Walter Wriston & David Graeber on Sovereign Debt, China and what it means "To Believe"
Sep 9, 2022
•
Hunter
8
August 2022
How to Lose Money
Orange County's Bankruptcy, Bob Citron & DE Shaw on leverage and blowing up
Aug 19, 2022
•
Hunter
15
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