Mind on Money

Clarification

December 29, 2011 at 4:52 pm | Posted in wall street | 3 Comments

One friend and reader remarked that my recent post (Good Intentions) seemed to imply that I was going to publish the weekly e-mails from my time managing a subprime bond and equity hedge fund.

Au contraire.

Those e-mails will remain my virtual diary of the runup and meltdown.

Still, they do make interesting reading, especially during the time in mid to late 2007 when Washington and the media establishment decided that “subprime” was as likely to boost ratings as Lindsey Lohan’s latest DUI.

After the break, I’ll post a couple of weekly missives (appropriately scrubbed of portfolio performance, specific trades, or other proprietary information).  They dated to late summer, 2007, and showed that the political and financial world was definitely, positively going mad and looking to find scapegoats.

Now that I think about it, not much has changed these past four plus years, has it? Continue Reading Clarification…