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
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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
