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LinkedIn’s Top Voices of 2015

I was blown away to be named to this list of LinkedIn’s top 90 voices of the year. Every week, professionals from around the world publish over 150,000 posts on LinkedIn. Those posts cover everything from the narrow to the macro; some of the now nearly 2 million writers come once, others have carefully honed their…

I think I’m dumb

Think I got it now – so if we’re investing in “global macro” funds, we don’t want too little volatility, but we definitely don’t want too much either.

10 Million Finance Jobs Lost Since 2000

I’ve written before about the IPO drought and the missing tier of investment banking support for smaller companies as a result of the decimalization of trading. What’s made transacting cheaper for investors has made the cost of being public higher and less worthwhile, to some degree (firms don’t write research when there are no profits…

There is a limit

For awhile there, I started to doubt one of the basic tenets of capitalism and investing: Money flows to where it is treated best.