Related by context. Frequent words. (Click for all words.) 38 overweighted 38 Kiener 38 Nassim Taleb 37 Donald Marron 37 Eichengreen 37 hedgies 37 economics 36 finance 35 Tread carefully 35 Kahneman 34 Ariely 34 macroeconomics 34 Fraenkel 34 quant 33 collateralized debt 33 riskiness 33 counterintuitive 33 Mendillo 33 investment 33 Drezner 32 Shedlock 32 structured finance 32 underleveraged 32 securitization 32 riskier 32 Malkiel 32 risky 32 investments 32 arbitraging 31 Firestein 31 contrarian 31 leveraged 31 highly levered 31 risk averse 31 riskless 30 Mellody Hobson 30 equity 30 highly leveraged 30 Hornig 30 municipals 30 Moral hazard 30 finanical 30 real estate 30 Beim 30 illiquid 29 Ariel Investments 29 overleveraged 29 mispriced 29 undiversified 29 illiquid assets 29 investment banker 29 Buiter 29 Risk averse 29 Kuttner 29 Weil 29 derisking 29 Inflation erodes 29 pooled 28 pooling 28 underpriced 28 Gutfreund 28 overextend themselves 28 nontransparent 28 speculative 28 subprimes 28 esoteric 28 Nassim Nicholas Taleb 28 pricey 28 Waldmann 28 Marenzi 28 Rampell 27 Needleman 27 CREF 27 counter intuitive 27 debt 27 financial 27 Pearlstein 27 Christopher Thornberg 27 Giovannucci 27 Pooling 27 Stiglitz 27 borrowed 27 Blech 26 misallocated 26 attractive 26 financing 26 securitized 26 Gregory Karp 26 backed securities 26 minister Peer Steinbrueck 26 Urdang 26 Palevsky 26 Subprime lending 26 securitising 26 Swidler 26 dicey 26 sloshing 26 Warshauer 26 financiers 26 Soifer 26 risky proposition