Wednesday, March 30, 2016

Ashton, What’s Wrong with Money?

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Michael Ashton is trying to hasten the resurrection of monetarism before the economic world as we know it comes crashing down. In What’s Wro...
Monday, March 28, 2016

Butler et al., Adaptive Asset Allocation

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The authors of Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times—and Bad (Wiley, 2016)—Adam Butler, Michael Phil...
Wednesday, March 23, 2016

Taghizadegan et al., Austrian School for Investors

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Mention the Austrian school of economics and many people flee instantly. Not only is it not mainstream, it is sometimes (quite unfairly) des...
Sunday, March 20, 2016

Napier, Anatomy of the Bear

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Described as “a cult classic in the investment community,” Russell Napier’s Anatomy of the Bear: Lessons from Wall Street’s Four Great Botto...
Wednesday, March 16, 2016

Overholt, Ma, and Law, Renminbi Rising

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Writing about China is fraught with dangers. The country is not known for its transparency, and its economy is evolving rapidly. And yet, as...
Sunday, March 13, 2016

Seides, So You Want to Start a Hedge Fund

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Ted Seides is best known for the 10-year (2008-2017), $1 million bet he made on behalf of Protégé Partners with Warren Buffett. Buffett put ...
Wednesday, March 9, 2016

Conti-Brown, The Power and Independence of the Federal Reserve

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Protocol is important in Washington, a way of determining whether bureaucrats are “pale and distant stars, lost in a Milky Way of obscure of...