December 15, 2016 – Heisenberg Report

Syria: There Is No “Right” Side

December 15, 2016December 16, 20164 min read

I’ll confess that I’m hopelessly torn when it comes to Syria’s five year old, bloody civil war. I became even more so today after reading

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2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

December 15, 20162 min read

As 2016 comes to a close with US risk on a veritable tear thanks to (possibly misplaced) optimism surrounding the prospects for fiscal stimulus under

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America’s Economic Divide In Two Stories

October 9, 2021October 13, 20218 min read

What matters for real people is the effect on families. That's my generalized assessment of…

Cost-Benefit Analysis In A Failing Economic System

August 25, 2021September 11, 20216 min read

"This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP…

Suffering Fools: The Blank Check Rant Continued

August 9, 2021August 10, 202111 min read

It's been more than six years since I engaged in ceremonial bridge burning and otherwise…

Little League

August 8, 2021August 9, 20218 min read

One image showed five young women in bright, pastel summer attire, one wearing a pink…

Risk Management In A Nonsense World

July 31, 2021August 2, 202115 min read

One of the myriad confounding factors in what's been variously billed as the "Great Inflation…

Why Nobody Will Tell You The Truth

July 17, 2021July 19, 20219 min read

Often, by the end of a given week, I'm exhausted with pretensions to concern about…