2026
Ai Hurtles Ahead
2026
Whats Going On In Private Credit
2025
On Bubble Watch
2025
Gimme Credit
2025
Nobody Knows Yet Again
2025
More On Repealing The Laws Of Economics
2025
The Calculus Of Value
2025
A Look Under The Hood
2025
Cockroaches In The Coal Mine
2025
Is It A Bubble
2024
Easy Money
2024
The Indispensability Of Risk
2024
The Impact Of Debt
2024
The Folly Of Certainty
2024
Mr Market Miscalculates
2024
Shall We Repeal The Laws Of Economics
2024
Ruminating On Asset Allocation
2023
Lessons From Silicon Valley Bank
2023
Taking The Temperature
2023
Fewer Losers Or More Winners
2023
Further Thoughts On Sea Change
2022
Selling Out
2022
The Pendulum In International Affairs
2022
Bull Market Rhymes
2022
Conversation At Panmure House
2022
I Beg To Differ
2022
The Illusion Of Knowledge
2022
What Really Matters
2022
Sea Change
2021
Something Of Value
2021
2020 In Review
2021
Thinking About Macro
2021
The Winds Of Change
2020
You Bet
2020
Nobody Knows Ii
2020
Weekly
2020
Which Way Now
2020
Calibrating
2020
Knowledge Of The Future
2020
Uncertainty
2020
Uncertainty Ii
2020
Not Enough
2020
The Anatomy Of A Rally
2020
Timeforthinking
2020
Coming Into Focus
2019
Political Reality Meets Economic Reality
2019
Growing The Pie
2019
This Time Its Different
2019
On The Other Hand
2019
Mysterious
2018
Latest Thinking
2018
Investing Without People
2018
The Seven Worst Words In The World
2017
Expert Opinion
2017
Lines In The Sand
2017
There They Go Again Again
2017
Yet Again
2016
On The Couch
2016
What Does The Market Know
2016
Economic Reality
2016
Political Reality
2016
Implications Of The Election 11716
2016
Go Figure
2015
2015 03 25 Liquidity
2015
2015 06 08 Risk Revisited Again
2015
2015 09 09 Its Not Easy
2015
2015 10 22 Inspiration From The World Of Sports
2014
2014 01 16 Getting Lucky
2014
2014 04 08 Dare To Be Great Ii
2014
2014 09 03 Risk Revisited
2014
2014 12 18 The Lessons Of Oil
2013
2013 01 07 Ditto
2013
2013 02 21 High Yield Bonds Today
2013
2013 03 13 The Outlook For Equities
2013
2013 08 05 The Role Of Confidence
2013
2013 11 26 The Race Is On
2012
2012 01 10 What Can We Do For You
2012
2012 02 15 Assessing Performance Records A Case Study
2012
2012 03 19 D J Vu All Over Again
2012
2012 06 20 Its All A Big Mistake
2012
2012 09 11 On Uncertain Ground
2012
2012 11 09 A Fresh Start Hopefully
2011
2011 03 02 On Regulation
2011
2011 05 25 How Quickly They Forget
2011
2011 07 21 Down To The Wire
2011
2011 09 07 Whats Behind The Downturn
2011
2011 11 16 Its All Very Taxing
2010
2010 01 22 Tell Me Im Wrong
2010
2010 03 17 Id Rather Be Wrong
2010
2010 05 12 Warning Flags
2010
2010 07 19 Its Greek To Me
2010
2010 09 10 Hemlines
2010
2010 12 01 Open And Shut
2010
2010 12 17 All That Glitters
2009
2009 01 09 The Long View
2009
2009 03 05 Will It Work
2009
2009 07 08 So Much Thats False Nutty
2009
2009 11 10 Touchstones
2008
2008 01 10 Now What
2008
2008 02 20 Whodunit
2008
2008 03 18 The Tide Goes Out
2008
2008 05 16 The Aviary
2008
2008 07 31 Doesnt Make Sense
2008
2008 08 28 What Worries Me
2008
2008 09 19 Nobody Knows
2008
2008 09 24 Plan B
2008
2008 10 15 The Limits To Negativism
2008
2008 12 17 Volatility Leverage Dynamite
2007
2007 02 14 The Race To The Bottom
2007
2007 04 26 Everyone Knows
2007
2007 07 16 Its All Good
2007
2007 07 30 Its All Good Really
2007
2007 09 10 Now Its All Bad
2007
2007 12 17 No Different This Time The Lessons Of 07
2006
2006 01 19 Risk
2006
2006 03 27 It Is What It Is
2006
2006 06 13 Returns Absolute Returns And Risk
2006
2006 07 12 You Cant Eat Irr
2006
2006 09 07 Dare To Be Great
2006
2006 10 19 The New Paradigm
2006
2006 12 07 Pigweed
2005
2005 04 11 Oaktree At Ten
2005
2005 05 06 There They Go Again
2005
2005 06 06 A Case In Point
2005
2005 10 17 Hindsight First Please Or What Where They Thinking
2004
2004 03 16 Hey Steward
2004
2004 05 07 Us And Them
2004
2004 07 21 The Happy Medium
2004
2004 10 06 Hedge Funds A Case For Caution
2004
2004 10 27 Risk And Return Today
2003
2003 03 11 Whad Ya Know
2003
2003 05 16 Whats Going On
2003
2003 07 01 The Most Important Thing
2003
2003 09 05 Whats Your Game Plan
2003
2003 10 02 The Feelings Mutual
2002
2002 03 14 Learning From Enron
2002
2002 05 31 The Realists Creed
2002
2002 07 26 Quo Vadis
2002
2002 09 04 Etorres Wisdom
2002
2002 11 11 Returns And How They Get That Way
2001
2001 04 10 Safety First But Where
2001
2001 07 11 Whats It All About Alpha
2001
2001 09 16 Notes From Ny
2001
2001 10 04 What Lies Ahead
2001
2001 11 20 You Cant Predict You Can Prepare
2000
2000 01 02 Bubble
2000
2000 05 01 Irrational Exuberance
2000
2000 11 16 Investment Miscellany
2000
2000 12 31 Were Not In 1999 Anymore
1999
1999 04 15 Hows The Market
1998
1998 01 08 Who Knew
1998
1998 10 09 Genius Isn 39 T Enough
1997
Are You An Investor Or A Speculator
1996
1996 07 22 The Value Of Predictions Ii Or Give That Man A Cigar
1996
1996 11 25 Will It Be Different This Time
1995
1995 05 26 How The Game Should Be Played
1994
1994 01 24 Random Thoughts On The Identification Of Inv Opportunities
1994
1994 02 17 Risk In Todays Markets
1994
1994 04 11 Risk In Todays Markets Revisted
1994
1994 07 15 How Does An Inefficient Market Get That Way
1993
1993 02 15 The Value Of Predictions Or Where 39 D All This Rain Come From
1992
1992 10 08 Microeconomics
1991
1991 04 11 First Quarter Client Performance
1990
1990 10 12 The Route To Performance