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!
Summer 2015
Books
Antifragile: Things that Gain from Disorder
Nassim Nicholas Taleb. Random House, 2012
House of Debt: How They (and You) Caused the Great Recession
University of Chicago Press, 2014
Irrational Exuberance (3rd ed)
Robert Shiller. Princeton University Press, 2015
Misbehaving: The Making of Behavioral Economics
W.W. Norton, 2015.
Who Owns the Future?
Jaron Lanier. Simon & Schuster. 2013
Articles
The Most Destructive Behavior and Its Economic Consequences
The Bank Credit Analyst, April 2015
The Universal Constant of Finance
The Bank Credit Analyst, September 2014
The World’s Dumbest Idea
James Montier, GMO White Paper, December 2014
Blogs
David Stockman's Contra Corner
Doug Short's Advisor Perspectives