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Archive for September, 2008

Why Are We Here?

Tuesday, September 16th, 2008

A number of you have asked me to sum up my thoughts on the causes of the current crisis.  One way to surmise this is to read some of my some of my posts over the last year, but I will also try to write an extensive post about this at some point soon.   [...]

Flood Insurance: Needed In Galveston But Not On Wall Street

Tuesday, September 16th, 2008

Imagine watching the water rise in your home…first just a trickle through the bottom of the door, then to your ankles, then to your waist… People in New Orleans and now Galveston have experienced the feeling of literally watching their homes flood before their eyes. Thankfully, many people in Galveston evacuated before Hurricane Ike hammered [...]

Lehman Brothers – Where Vision Gets Built

Sunday, September 14th, 2008

As I write this, according to the Financial Times (here), some of my former colleagues are shuffling out of their offices at Lehman Brothers’ Headquarters on 7th Avenue in New York. The Internet is swarming with news suggesting that Lehman Brothers may be filing for bankruptcy tonight, marking the end of an era for a [...]

Transition Years

Friday, September 5th, 2008

Transitions in life seem to come up more often when one is in graduate school…or at least I have convinced myself that I am at yet another transition point as I head into the final year of my four year JD-MBA program. On the one hand, this next year will be just like any other [...]

Observations on the markets and the world with realistic optimism