Relevant Stories & Blog Posts

"China's Giant Economic Sway"

Los Angeles Times, October 6, 2010

A look at why America's calls for China to stop manipulating its currency are just empty threats because the U.S. and Chinese governments both know who would win a trade war.

"Mortgaging America"

Los Angeles Times, June 4, 2008

An examination of how and why America must turn to wealthy countries in Asia and the Persian Gulf to bail it out of the financial crisis.

"A Bedbug Economy"

Los Angeles Times, November 13, 2007

A frank assessment of why the U.S. economy had started crumbling just four months after the Dow passed 14,000 for the first time.


The Boston Globe Magazine, August 12, 2007

A profile of New England's powerful private equity partnerships and a sober warning about the where the business was headed.


The Huffington Post, July 30, 2007

A discussion of the fallout from my calling the economy a bubble after the Dow crossed 14,000.

"14,000 Reasons to Be Skeptical"

Los Angeles Times, July 20, 2007

As the Dow Jones Industrial Average closed above 14,000 for the first time in history, an explanation of why our euphoric economy actually was an unsustainable bubble.,1,1436350.story