Oregon!

So I finished the long road trip in Portland. I was out here both to stage a vehicle for my summer research program and to recon the river and plan what we will do this summer.

I stayed with my good friends Rose and Kurt out in Estacada and enjoyed a few good days out on the river.

Then hopped a plane back east. On my connecting flight (New York - DC) I sat next to an investment banker formerly of Bear Stearns now JP Morgan. I wanted to hear as much as I could about his point of view and he was very willing to talk and share his insights into this current mess. If you get the chance to discuss macroeconomics with a asset-backed-security manager - take it.