The Convexity Maven

The Maven Mantra

Biography

An Opinion

The Maven's Classroom

Pod / Video Casts

The Model Portfolios

New Commentary @ Simplify

Commentary 2017 to 2020

Commentary 2014 to 2017

Commentary 2011 to 2014

Commentary 2006 to 2011

Open Letters to Tsy/FED

Public Policy Insights

Govt Asstd ReFinance

Eulogies

Disclosures

Contact / Mailing list

The Maven Mantra

Biography

An Opinion

The Maven's Classroom

Pod / Video Casts

The Model Portfolios

New Commentary @ Simplify

Commentary 2017 to 2020

Commentary 2014 to 2017

Commentary 2011 to 2014

Commentary 2006 to 2011

Open Letters to Tsy/FED

Public Policy Insights

Govt Asstd ReFinance

Eulogies

Disclosures

Contact / Mailing list

 

Comments on Public Policy - 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


Document
"VAR: Driving while looking in the Rearview Mirror" - October 7, 2009
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"TCE or not TCE, That is the Question" - May 13, 2009
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"GSE's: The Denouement" - August 11, 2009
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"Long Live the King (Bernanke)" - August 26, 2009
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"The Replicators have a Problem" - January 25, 2010
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"Reverse Robin Hood" - February 9, 2010
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CARP: Corp for Assisted ReFi of Principal - July 23, 2010
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When the Facts Change - February 27, 2012
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Operation Twist - August 6, 2012
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The Replicators - October 7, 2013
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"Monetary Policy at Warp Speed" - May 14, 2015
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"Rumpelstiltskin at the FED" - April 19, 2016