Tag Archives: Investing

Is This Time Different?

Posted on March 30, 2016 by

I’m a cyclist.  Typically, I ride the tarmac, but in the cold my friends and I will get out our mountain or cyclocross bikes and hit the dirt roads. Those roads are sheltered, offer stunning scenery and have enough steep pitches to ensure a … Continue reading →

Posted in Cycling, Investing, Market Cycles, Trade | Tagged , , | 3 Comments

Strategy and Structure

Posted on December 16, 2015 by

Strategy and Structure is a classic management book.  It is about the evolution of structures suitable for managing large complex organizations.  The book gets across the idea that form should fit function in organizational design.  In asset management, it is the vehicle … Continue reading →

Posted in Credit, Governance, High Yield | Tagged , , | Leave a comment