Excerpt from Quarterly Capital Markets Review, July 2007Draft of Letter to MCM Clients, July 2007Quarterly Capital Markets Review, October 2007: “What’s Up, Doc?”Cyclical or Secular? The Current Crisis in the Larger Context of Cause and Effect—Connecting the Dots through TimeThe Misalignment of Incentives and the Opaque World of High FinanceEdging toward the PrecipiceThe “Simple” Question Why?An Early Epitaph for the First Decade of the New MillenniumCredit-Default Swap Alchemy: Transmuting Junk into GoldCounterparty Risk