I provide insights on economics, politics and markets.
I have over 25 years of securities industry and investment management experience. I am the editor of The Credit Strategist, a newsletter covering economics, politics and markets, and manage the Third Friday Total Return Fund, LP which combines event-driven credit investments with a disciplined options overlay. I am recognized as one of the few investors to have forecast the credit crisis of 2001-2002 and the global financial crisis of 2008, during which I successfully managed large credit portfolios. As co-founder of Harch Capital I managed portfolios for clients including Omega Advisers, Texas Teachers Retirement Plan, LA County Employee Retirement Association and Goldman Sachs Asset Management. I am also a published author and have appeared in The NY Times, The New Republic and many other publications. I graduated Magna Cum Laude from Brown University, received my JD and from NY University School of Law and was a PhD candidate at Yale University.