A journey of a thousand miles begins with a single book. Here you can find a sampling of the many sources on which we rely to learn about our ever-changing world. Our scope is broad and our interests eclectic. Feel free to check the archives, for we often refer back to these materials for fresh insights. Happy reading!
Keynes Hayek: The Clash That Defined Modern Economics
Nicholas Wapshott, Norton, 2011.
Other People’s Money: The Real Business of Finance
John Kay, Public Affairs, 2015
Philip Tetlock & Dan Gardner, Crown Books, 2015
The Forgotten Depression of 1921: The Crash That Cured Itself
James Grant, Simon & Schuster, 2014
The Fourth Turning: An American Prophecy
William Strauss & Neil Howe, Broadway Books, 1997
The Happiness Advantage
Shawn Achor, Crown Business, 2010
The Big Secret for the Small Investor
Joel Greenblatt, Crown Business, 2011
What Are You Worth?
Edward Hallowell, MD and William Grace, Jr, Wiedenfeld & Nicolson, 1989
“2015 Year in Review: Scenic Vistas from Mount Stupid,”
David Collum via Peak Prosperity, December 18, 2015.
“Confusions, Delusions and Illusions,”
Jim Quinn via The Burning Platform, October 20, 2015.
“Forecast 2016: Pretend to the Bitter End,”
James Howard Kunstler, January 4, 2016.
“If Factor Returns Are Predictable, Why Is There an Investor Return Gap?”
Jason Hsu, Research Affiliates Fundamentals, November 2015.
“The 401k Crisis is Getting Worse,”
Carol Hymowitz, Bloomberg News, October 21, 2015
“The Fed Has Hurt Business Investment,”
Michael Spence & Kevin Warsh, Wall Street Journal, October 26, 2015.
“A Little Humility, Please, Mr. Summers,”
Michael Spence & Kevin Warsh, Wall Street Journal, November 4, 2015.
“When Market Trends Break, Even Borderline Data Is Recessionary,”
William Hester, Hussman Funds, October 2015.
“Who Ate Joe’s Retirement Money? Sequence Risk and its Insidious Drag on Retirement Wealth.”
Peter Chiappinelli and Ram Thirukkonda, GMO August 27, 2015.