The Convexity Maven
The Maven Mantra
Biography
An Opinion
On Transparency
Govt Asstd ReFinance
An Archive
The Favorites
The Best Ideas
Inflation: The Only Solution
Volatility
Public Policy Insights
Open Letters to Tsy/FED
Stocking Stuffers
Eulogies
Commentary 2011 to 2014
PIMCO Viewpoints
Disclosures
The Maven Mantra
Biography
An Opinion
On Transparency
Govt Asstd ReFinance
An Archive
The Favorites
The Best Ideas
Inflation: The Only Solution
Volatility
Public Policy Insights
Open Letters to Tsy/FED
Stocking Stuffers
Eulogies
Commentary 2011 to 2014
PIMCO Viewpoints
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
"Reverse Robin Hood" - February 9, 2010
"The Best Laid Plans of Mice and Men... (CARP)" - July 23, 2010
When the Facts Change - February 27, 2012
Operation Twist - August 6, 2012
The Replicators - October 7, 2013
