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12 Jul: Commercial Property Executive – The Rise of CMBS

The Resolution Trust Corp.’s success with securitzation gave insight to a new rising star in the financial markets. Andy Stone, who worked as a mortgage trader under Lewis Ranieri at Salomon Brothers, saw potential in parlaying Ranieri’s success with residential mortgage-backed…

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30 May: Cash Flow Connections – Uncharted Territory

Should you be investing as if interest rates are about to bounce back to 7%? Historically speaking, how does the current lending environment compare to cycles of the past? How can politicians’ incentives impact your portfolio and investment strategy?

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21 Jan: The Dangers of Misunderstanding Liquidity

On a recent trip to New York, I was confronted with a recurring question as I circulated among business associates and financial reporters over several days of meetings. They wanted to know, what did I think of the looming liquidity crisis in bonds? My reply was…