Month: November 2011

C.M.O. 11.21.2011

“If you haven’t thrown up yet, you’re getting ready to,” was how Erskine Bowles, former co-chair of the national fiscal responsibility commission addressed a group of CEOs in Washington DC this past week and he wasn’t talking about the upcoming…

C.M.O. 11.7.2011

Much has been written in this space in the recent past regarding the extraordinary level of correlation across all assets and asset classes.  Also remarked on has been the level of volatility and the comparison of the “risk on” /…