Sunday, January 10, 2010


Welcome to my blog. My plan is to comment on finance, markets, economics and public policy, keeping politics to a minimum. While I am not an economist, I have an MBA and I worked on Wall Street covering the finance sector for 30 years. I retired in 2007 as vice chairman of Moody's. Topics that I plan to cover include:
>The financial crisis: etiology and prognosis (I'm a bear).
>The public policy response to the crisis (past and future).
>Financial regulation, how to fix it.
>Systemic stability and TBTF.
>Monetary and exchange rate policy (US and foreign).
>The outlook for sovereign risk, particularly the fiscally challenged countries in the developed world: Japan, UK, etc.
I hope to be both provocative and persuasive. Ideas matter.

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