Contacts
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Richard Peterson friend |
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Terry Hendershott friend |
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Evan Schulman friend |
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David Porter friend |
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Jacob Sisk (mutual) friend |
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Eric Christiansen (mutual) friend |
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Roger Ehrenberg (mutual) friend |
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joshua schachter friend |
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David Whitcomb friend |
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Paul Hoff friend |
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lisa goldberg friend |
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Salman Khan friend |
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Michael Boatright (mutual) friend |
Network Posts
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opmlA Happy 2009 to All
Friends, old and new and readers of all stripes, thanks for making 2008 an interesting, provocative and challenging year at Information Arbitrage. While my blogging ebbed and flowed, and at times I nee... [read more]
Recovering Our Sense of Accountability and Shared Responsibility
Honor. Integrity. Trust. Pride. Hard work. All elements of a job well-done. Why did people do this? Because they cared. Because they wanted to provide for themselves and their family. Because it was si... [read more]
The Market Treads Water While Short-Termism Continues to Dominate
The Fed push rates towards zero. The White House stretches the intent of TARP in order to bail out the automakers. Bernie Madoff dominates the headlines. What do all three things have in common? Brutal... [read more]
Citi to Integrate Corporate and Investment Banking - 10 Years Too Late
Citigroup is creating a unified global banking group? This is almost a joke - talk about anti-climactic and too little/too late. I wrote about this very issue two years ago when I did a compare/contras... [read more]
Stocktwits Closes its Series A a/k/a Building a Long Tail Meritocracy
I, @infoarbitrage, am pleased to announce that we just closed a Series A round for Stocktwits, providing the resources to get to break-even while preserving the small, tightly-knit, scrappy company cul... [read more]
The Madoff Saga: Perils of Fraudulent Conveyance
Say you were an investor in Madoff's funds. A few years back you decided to diversify. You asked Madoff for your money back and you got it. You then invested the proceeds in an array of other assets. M... [read more]
The Real Take-away from the Madoff Scandal
Shocked? Yes. Surprised? No. This "stuff" (scandals so shocking that they practically take your breath away) can and does happen for a variety of reasons. The Madoff scandal is so interesting not for t... [read more]
We, The People, Deserve Better
Since the beginning of the financial crisis, the US Government has established policy on a case-by-base basis. Bear, Stearns was forced into the arms of JP Morgan Chase. AIG was bailed out not once, bu... [read more]
A Few Sunday Thoughts: Common Sense, Disruption and Hope
Mark-to-Market Accounting Likely to RemainHad the SEC repudiated mark-to-market accounting, it could have set the recovery of our financial sector back a generation. From today's Wall Street Journal st... [read more]
Agency Problems and Policy-making
Congress has immense power. Why? Because we, as voters, have given it to them. They are our agents in Washington. This means that they have a fiduciary duty to represent our best interests, the reason ... [read more]
Argument #1 for SOC: Bailing out Cerberus and the US Auto Industry
While I am early in forming the details of how the Stabilization Oversight Council (SOC) would operate, its principles are clear: The best ideas from the best thinkers, operating in an independent, de-... [read more]
Fresh Voices Needed: Fixing the Financial System
I truly enjoy writing this blog: it has afforded me an outlet for my thoughts and ideas and provided the basis for a smart, sharp and engaged community. That said, I am increasingly frustrated that in ... [read more]
Thoughts for the Day: AIG, Private Equity and Venture Capital
AIG: Maurice Greenberg's piece in today's Wall Street Journal nearly provoked an attack of apoplexy. I'm not sure if I've read such a slanted, self-serving editorial in a long, long time. I'm pretty sh... [read more]
An Ounce of Prevention...
Over the holiday I spent some time with a close friend of mine, an amazing pediatrician, exploring the trouble with the U.S. health care system. He is a huge advocate of prevention, investing in wellne... [read more]
Why Did TARP Change Course?
The twists and turns of TARP have confused and dismayed. From financing "bad" assets to direct capital injections to the myriad applications of its vast resources, TARP is now hardly recognizable from ... [read more]
The Seduction of Municipal Derivatives: JUST DON'T DO IT
Bloomberg just ran a story on municipalities entering into derivatives contracts to help finance budget deficits. I've seen this movie before about 15 years ago, and I can tell you how it ends: in tear... [read more]