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January 11, 2019

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Recent Posts

November 16, 2018

OK, Be That Way 

(Writing from 33,000 ft. somewhere between Houston & Philadelphia)

We  spent  time  on  the  road  in  the  past  month  meeting with many bank management  teams.   One comment captured how a CEO saw the  world and was managing for the business cycle....

August 24, 2017

I just returned from my second trip to Chicago in the last three weeks. Really appreciative when I get to travel with smart experienced analysts and other investors to see interesting companies.

The structure of global financial markets is increasingly important, wheth...

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