Nov 01

The Montgomery Reunion

Get me Bobby Kahan! Paul Hopkins, Texas Teachers Retirement, circa 1993 “So what will you say to Bobby?” Like the teaser of a Donald Trump presidency, the question of how to address our former superiors » More

Oct 13

The Geiger Doctrine

“We didn’t start the fire It was always burning Since the world was turning We didn’t start the fire No we didn’t light it But we tried to fight it” Billy Joel, “We Didn’t Start the » More

Oct 06

Four Score for Tom Flynn

How old would you be if you didn’t know how old you were? Satchel Paige I recently attended the surprise 80th birthday party of Tom Flynn, a dear friend who I sat next to during my » More

Aug 26

Here’s What a REAL Financial Panic Looks Like

Fear can be headier than whiskey, once man has acquired a taste for it. Donald Dowes “Global Markets in Freefall” “The Dow Plummets 1,000 points Before Recovering” “Trading Tumult Exposes Flaws in Modern Markets” A » More

Jan 05

Don’t Forget the Orange Juice

I’m hedged, not convicted Kevin McLaverty On June 9, 2014, with the S&P 500 trading around 1950, I made a small wager (a lunch burrito, to be exact) with Captain K-Mac, a Penserra trading desk » More

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