Mission Statement

To Shine A Bright Light On Complex/Meaningful Asset Management, Business And Economic Issues/Topics…With A Distilled/Sharp Global Viewpoint.

A Long/Short Equity Portfolio Manager Motivated To Write By The Frequent Inaccuracies/Over-Simplifications Articulated By The Mainstream Financial Media…Most Of Whom Have No Professional Work Experience In The Institutional Capital Markets.

The Posts Are Primarily Intended For Proprietary Clients And Professional Associates.