Musings on Markets

As a believer in market solutions/mechanisms, the last few weeks have been trying, to say the least." How, in the face of all that ha...

Let's get the bad stuff out of the way first. It was an awful day for investors in every market. There was no safe haven today. I am s...

The blame is being spread around for the current crisis:  securitization, lax regulation and the housing bubble have all been fingered as c...

This is the first of three posts that I hope to put up on my thoughts on what we see unfolding in financial markets. Here is my take on wh...

In news that was overshadowed by the bailout debate, GE announced today that it was suspending its stock buyback program. While the suspens...

The news of the week has been the proposed Federal (or Paulson) Bailout, with $700 billion being the price tag associated with it. Let me ...

The big news of the morning is that Goldman Sachs and Morgan Stanley will reorganize themselves as bank holding companies, thus ending a de...