The Blog
Mentor JournalSharing thoughts and ideas about investments, capital markets and portfolio management
Here’s a Simple Tool to Help with Your Bank’s LIBOR Transition
The Office of the Comptroller of the Currency recently released an updated self-assessment tool to help bank’s evaluate their preparedness for LIBOR’s eventual retirement.
What Is a Yield Curve and What Does Its Slope Mean?
The yield curve is an essential tool for making decisions about investment and balance sheet strategies. Learn what the yield curve is and how to interpret the curve’s shape.
How to Use the Bloomberg PDI Screen for Customized MBS Information
Here’s how to use Bloomberg’s Paydown Information (PDI) screen to get customized principal and interest information for your mortgage-backed security.
4 Simple Questions to Help Navigate Volatile Markets
In this time of uncertain markets, here are four simple questions that will help you navigate these challenging and volatile conditions.
Great Podcast Series on the LIBOR Transition
I wanted to share a recent podcast series on the LIBOR transition with you. Check out Bloomberg’s”Odd Lots” podcast with Joe Weisenthal and Tracy Alloway!
How to Level Up Your Pre-Purchase Decisions
A well-developed pre-purchase process can help ensure that your bond due diligence provides answers both before and after the investment purchase.
Claim Your Free Due Diligence Checklists
Free Download. These checklists will help you organize your pre-purchase process and fine-tune your investment decision making.
You’ll also receive my email newsletter where I share tips, resources and updates relating to investments, fixed income portfolios and asset-liability managment. If you change your mind, you can unsubscribe anytime.