Master Asset Management

I thought this quote from John Jansen’s Across the Curve blog describes the issues with our government very well- Additionally, I think that the Geithner speech yesterday was a seminal moment which revealed the limitations of the new Administration and government in general. There were no innovative proposals. There were no guarantees and there was no [...]

I want to be completely transparent with my clients and potential clients, so I have decided to publish a Google document of all of my trades since my recent strategy change. To review my strategy change: When the market melted down in late 2008, I decided that my investment strategy of being fully invested at all [...]