The Convexity Maven
The Maven Mantra
Biography
An Opinion
The Maven's Classroom
The Model Portfolios
Commentary 2006 to 2011
Commentary 2011 to 2014
Commentary 2014 to 2017
New Commentary
Open Letters to Tsy/FED
Public Policy Insights
Govt Asstd ReFinance
Eulogies
Disclosures
The Maven Mantra
Biography
An Opinion
The Maven's Classroom
The Model Portfolios
Commentary 2006 to 2011
Commentary 2011 to 2014
Commentary 2014 to 2017
New Commentary
Open Letters to Tsy/FED
Public Policy Insights
Govt Asstd ReFinance
Eulogies
Disclosures
Comments on Public Policy
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No trades here, at least not directly. Just a few observations and recommendations to those who control the levers of power.
Please review all Disclosures
"VAR: Driving while looking in the Rearview Mirror" - October 7, 2009
"TCE or not TCE, That is the Question" - May 13, 2009
"GSE's: The Denouement" - August 11, 2009
"Long Live the King (Bernanke)" - August 26, 2009
"The Replicators have a Problem" - January 25, 2010
"Reverse Robin Hood" - February 9, 2010
CARP: Corp for Assisted ReFi of Principal - July 23, 2010
When the Facts Change - February 27, 2012
Operation Twist - August 6, 2012
The Replicators - October 7, 2013
"Monetary Policy at Warp Speed" - May 14, 2015
"Rumpelstiltskin at the FED" - April 19, 2016
