20110615_CAPCON_ChartBook

CNY Peg

CDR_EOD_20100517

CDR_EOD_20100429

CDR_EOD_20100427

Greek Bonds Tell The Truth

Greek Implied Vol Paper

Fed Macro Risk Premium Paper

TLGP Thoughts

Railcar Loadings & Oil Thoughts

Dubai Support Fund Statement

Dispersion - A Guide for the Clueless

Contours of Crisis I

McKinsey What Next for US Banks

Contours of Crisis II

Contours of Crisis III

US Stock Market Correlated With the Moon Phases

CALI Cash Flow Update 050709

T2 Partners Presentation on the Mortgage Crisis-4!3!09 3