Out of the Box and onto Wall Street: Unorthodox Insights on Investments and the Economy

Introduction.

Part I The Wizard Calls the Ball.

Chapter 1 The Implosion of the Housing Agencies.

Get Back to Where You Once Belonged: August 11, 2008.

The Cost of Not Honoring Obligations: August 19, 2008.

The Agencies & Uncertainty: August 25, 2008.

The GSE Agencies as an Opportunity: August 27, 2008.

What is Given Can Be Taken: September 8, 2008.

We Have Been Grievously Mislead: September 9, 2008.

One Moment Please! September 10, 2008.

Freddie Mac & The Fairy Tale: March 12, 2009.

Chapter 2 The Call on the Ten Year Treasury.

There Is No Blushing in Brussels: June 30, 2010.

Spasms of Fear: July 15, 2010.

One of These Days: August 01, 2010.

The Legacy Influences: August 19, 2010.

Highway to the Danger Zone: August 20, 2010.

"The First Class Indicator": September 07, 2010.

Chapter 3 The Importance of the Euro.

Dolphins/Pelicans-Things That Matter: March 4, 2009.

Manna From Heaven: April 17, 2009.

Greek Downgrades-The Fallout: February 25, 2010.

It Is Not All Greek To Me: March 24, 2010.

Self Determination Becomes An Issue: May 14, 2010.

If You Know How to Work It: July 28, 2010.

With an Eye on Europe Once Again: August 12, 2010.

Chapter 4 Turmoil in greece.

The Greek Tragedy Becomes Farce: January 13, 2010.

Greece on the Skids: January 29, 2010.

The Shut Down in Greece: February 11, 2010.

Greek Austerity & Other Fairytales: February 12, 2010.

The Fifth Labor of Hercules: February 22, 2010.

Why Greece Matters: March 21, 2010.

Greece for Dummies: March 23, 2010.

AΦHΣTE TA ITAIXINIΔIA NA APXIΣOYN: April 9, 2010.

I Am Not Backing Down: April 14, 2010.

The EU Scenarios for Greece: April 29, 2010.

Chapter 5 The Crisis in Europe.

The PIIGS of Europe: December 16, 2009.

The Volker Rule-A Call for Action: January 24, 2010.

Achtung, Absolument & Being There: March 9, 2010.

The Fire is Out of Control: April 8, 2010.

The European Union in Stress: April 21, 2010.

The European Union in Crisis: April 26, 2010.

A Matter of Perspective: May 4, 2010.

I Make the Call-The Credit Crisis Part II: May 7, 2010.

Stopped at the English Channel: May 19, 2010.

An Easy Choice: June 2, 2010.

Record Deposits at the ECB: June 3, 2010.

Nationalism is the Trump Card: June 23, 2010.

The Wizard's Stress Test Primer: July 19, 2010.

Who Espied the Beggars's Leap: July 26, 2010.

The EU Ambassador Now Speaks for Britain: August 13, 2010.

Part II Learning to Dance Until It Moves.

Chapter 6 CPI Linked securities.

Structured Products: January 27, 2006.

The Time is Right: July 29, 2008.

The Value of CIPS: August 15, 2008.

The Mouse Trap is Baited: April 13, 2010.

The Deflation Trade: August 18, 2010.

Chapter 7 The Wisdom of Buying Senior Debt to Preferred Stock.

Ahoy - Your Key to the Treasure!!! November 17, 2008.

The Gift: November 18, 2008.

The Most Unique of Opportunities: November 19, 2008.

Songs of the Siren: November 20, 2008.

With Apologies to My Mother: November 28, 2008.

Unintended Consequences: December 10, 2008.

Seize the Opportunity (Carpe Vicis): May 15, 2009.

The Process of Elimination: December 14, 2008.

Chapter 8 AIG Debt.

Our Undiscernable Future; October 31, 2008.

His God Was Compound Interest: November 14, 2008.

Unintended Consequences and Opportunities: November 22, 2008.

The Church Separates from the State: December 26, 2008.

The Wizard’s Apprentice: July 29, 2009.

The Implications of AIG: August 9, 2009.

Citigroup, AIG & Peg Legs: August 28, 2009.

One Place to Go & One Place to Avoid: September 22, 2009.

Hold On; I'm Coming: March 10, 2010.

Chapter 9 Fixed-to Float Bonds.

A Rare Glance at the Sages: November 13, 2006.

The Fixed-to-Float Opportunity: November 17, 2009.

Rumors of the Wizard in New York: November 20, 2009.

?2010? The Specifics: December 31, 2009.

On a Mission: January 8, 2010.

The Casting of Magic: January 10, 2010.

The Most Undervalued Bonds: February 1, 2010.

Play to Win: March 11, 2010.

Chapter 10 Grant’s Gambit.

Grant's Gambit: July 4, 2010.

Bearing the Scars of Battle: July 7, 2010.

Sailing Past the Statue of Liberty: July 22, 2010.

Part III Market Issues.

Chapter 11 Bear Stearns & Lehman Brothers.

The Bond Insurance Companies: December 20, 2007

The Bet to Make! March 14, 2008.

The Calm Before the Storm: March 16, 2008.

A Requiem for Bear Stearns: March 16, 2008.

The Crisis Passes; The Issues Remain: April 20, 2009.

Devastation on Wall Street: September 15, 2008.

A Look Back-Heroes & Villains: September 1, 2009.

Chapter 12 The American Credit Crisis.

Exaggerated Projections: December 27, 2007.

The Cost of the Window: March 20, 2008.

A Financial Crisis is a Normal Event: April 4, 2008.

The Financial Crisis: April 7, 2008.

Just Nowhere to Hide: July 10, 2008.

A Time for Contemplation: September 26, 2008.

And into the New Year: January 2, 2009.

The Lessons of a Financial Collapse: August 11, 2009.

Chapter 13 The Bailout.

The Death of Logic & Proportion: September 17, 2008.

On the Waterfront: September 23, 2008.

Congress Understandably Balks: September 24, 2008.

We Have Now Pledged $4.7 Trillion: November 24, 2008.

Opportunity Knocks Then Rings the Bell: January 29, 2009.

The Soap Opera “As the World Turns”: September 19, 2008.

Part IV: The Great Game.

Chapter 14 Politics.

The Squeeze is On: January 28, 2009.

A Consideration of Political Risk: February 4, 2009.

Political Risk Knocks Then Enters: February 17, 2009.

Just One Moment Please: March 5, 2009.

Pact with the Devil: April 1, 2009.

The Inclusion of Political Risk: April 6, 2009.

A Look Back - Heroes & Villains: September 1, 2009.

Pay No Attention to What They Say: September 11, 2009.

The Wisdom of Jefferson: January 28, 2010.

Chapter 15 The Great Game.

The Wizard’s Wishes for You: December 31, 2008.

The Hour of the Shire-Folk: April 28, 2009.

The Change of Rules: June 5, 2009.

Captain Hook at the Aegaean Sea: March 2, 2010.

Bearing the Scars of Battle: July 7, 2010.

And On Every Note In between: August 11, 2010.

Common Sense Dictates the Game Has Changed: August 26, 2010.

Chapter 16 You Know You Work on Wall Street When.

You Know You Work on Wall Street When: January 13, 2006.

You Know You Work on Wall Street When: January 28, 2006.

You Know You Work on Wall Street When: March 10, 2006.

You Know You Work on Wall Street When: March 21, 2006.

You Know You Work on Wall Street When: March 13, 2009.

You Know You Work on Wall Street When: September 12, 2009.

About the Author.

Index.