Shorter Articles 2002-2010
November 2010 - Is China's Growth Rate Destined To Be Cut In Half? *** Highly Recommended ***
November 2010 - A Special Note on Gold, the Sovereign Debt problem, and related Investment Strategy
November 2010 - Rome and the Collapse Paradigm
November 2010 - Heaton, Emerging
Markets: High Growth, Low Return?
November 2010 -
IFA
Radio's Episode 43, at 14:00 - all about this site from my appearance on
Mark Hebner's radio program
November 2010 - Historical diamond trade price trend evolution
November 2010 - Mortgage Securitization Process in pictures
November 2010 - Stossell, I am Politically Incorrect
September 2010 - 12 Steps to Understanding the Equity Market sad to say, actually, but this sums up really all you need to know about the stock market and stock picking
September 2010 - A Special Note on Gold, the Sovereign Debt problem, and related Investment Strategy
September 2010 -Maritime jurisdiction and boundaries in the Arctic region
September 2010 - Long Swings in Global Growth Drivers
September 2010 -Sclunk, Mamas Don't Let Your Babies Grow Up To Be...Lawyers
September 2010 - The Capitalism Distribution
September 2010 - IMF, People’s Republic of China: 2010 Article IV Consultation—Staff Report; Staff, Statement; Public Information Notice on the Executive Board Discussion
September 2010 - Cleveland FRB, Credit Easing Policy Tools
July 2010 - Middleton, The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
July 2010 - Darden, Alpha Is Dead: Barclays Says With Stock Dispersion At All Time Lows, It Is "Not A Stock Pickers' Market" - when was it ever a stock pickers market?
July 2010 - Share of College Spending for Recreation Is Rising
July 2010 - Goldberg, CXO Models Are Poor Forecasting Tools: Tic-Tac-Toe Player Attempts Chess, Fails
July 2010 - THE FLORIDA KEYS ARE STARING DOWN THE BARREL
June 2010 - FINVIZ.com - financial visualizations - very cool stuff
June 2010 - Long Swings in Global Growth Drivers
June 2010 - A Look Inside the Fed’s Balance Sheet — 03/25/2010 Update
June 2010 - Tactical Asset Allocation: Adjusting Based on Valuations
June 2010 - Stock Mapper
June 2010 - It's Impossible To "Get By" In The US
April 2010 - Tactical Asset Allocation: Adjusting Based on Valuations
April 2010 - Long Swings in Global Growth Drivers
March 2010 - A Look Inside the Fed’s Balance Sheet — 03/25/2010 Update
January 2010 - SRC GREEN BOOK - 50 year charts with earnings!! - spurlge on the 100 year wall chart at least once in your investing career - it will teach you all you need to know about the stock market in about three minutes *** Highly Recommended ***
January 2010 - Durden, Brace For Impact: In 2010, Demand For US Fixed Income Has To Increase Elevenfold... Or Else
January 2010 - The Tree of Truth - How to Tell If Your Sovereign Debt Is In Trouble
January 2010 - Who Is Financing the Deficit? No Surprise Here
January 2010 - Teather, The woman who built financial 'weapon of mass destruction'
December 2009 - Where Will You Be In Ten Years?
December 2009 - NY Fed's Model Predicts End of Recession in 2009
December 2009 - How The iPhone Is Blowing Everyone Else Away (In Charts)
December 2009 - Fekete, Forgotten Anniversary: One Hundred Years of Legal Tender
December 2009 - The History of the House of Rothschild
December 2009 - S&P 500 Over Priced: With 97% of Companies Reporting Q2 Earnings the PE Ratio is Now at 129. The Most Over Hyped Market Rally Ever
September 2009 - China calls time on dollar hegemony
September 2009 - Oil Priced in SDRs, in 1979
September 2009 - 50 Free Ivy-League Lectures on the Economy
September 2009 - Buffett’s Betrayal
September 2009 - Breakdown of a Hypothetical Bond Spread by Contributing Factors (Picture) *** Highly Recommended ***
September 2009 - High Frequency Trading: We Fear What We Do Not Understand
June 2009 - Regression and R-Squared Explained
June 2009 - TED Talks - 570 to date
June 2009 - Financial Crisis
BIS, Derivative Markets Last Half of 2008
Credit Crisis Indicators - some calming
Sorman, Monetarism Defiant
IMF Global Financial Stability Report - April 2009
February 2009 - Stock Market Earnings Yield and Inflation Over the Long Run
February 2009 - Best 25 Financial Blogs
February 2009 - Money as Debt - the movie
February 2009 - Financial Crisis
Follow The 8.5 Trillion - a good list of where the money is going (or was going at the time)
Bernie Comes Out of the Closet - a classic case of a money manager telling clients the market can be beat
Garrett, The Real Cost of the 2008 Bailout - Hyperinflation
Wallison, Everything You Wanted to Know about Credit Default Swaps--but Were Never Told
The Scariest Chart Ever - everyone and their mother is linking to this but just for posterity sake
November 2008 - Financial Crisis
DiLorenzo, The New Deal Debunked (again) *** Highly Recommended ***
Major holders of treasury securities
Gallagher, How Venice Rigged The First, and Worst, Global Financial Collapse 660 Years Ago
November 2008 - Map of Europe 1-1000 A.D.
October 2008 - Financial Crisis - there is lots out there - trying to be selective:
What are Credit Default Swaps?
The $700 billion will buy about $2.0 trillion of the $13.6 trillion mortgage debt outstanding
Kessler, The Paulson Plan Will Make Money For Taxpayers
10 Links to Walk You Through Today's Financial Crisis
10 good articles with some background
October 2008 - CXO Advisory Group - the Fed Model on steroids
July 2008 - Watching The Growth Of Wal-Mart Across America
July 2008 - longbets.org Warren Buffet bets $1.0 million that fund mangers cannot outperform the S&P
July 2008 - MASSIVE DROP IN U.S. DEMAND IN APRIL
July 2008 - Berner, Has Housing Bottomed, and Is Recovery Ahead?
April 2008 - Princeton Economics Group, Inc. - good site
April 2008 - MIT, Economic History, Fall 2006
April 2008 - Efficient Markets, Spin, Speculative frenzy, …
April 2008 - World's Most Worthless Money
April 2008 - Mark Stephen Rapp's Site - Research Resources for Economists
February 2008 - Harford, The Stag Hunt The obscure game-theory problem that explains why rich countries are rich
February 2008 - Watson, Forget Looking Rich...Be Rich!
February 2008 - Russel, Torbey, The Efficient Market Hypothesis on Trial :A Survey
February 2008 - Six Ways to Compute the Relative Value of a U.S. Dollar Amount, 1790 - 2006
October 2007 - Waldfogel, The Flintstone Effect Tracing wealth back to the Stone Age
October 2007 - Morgan Stanley, After the Shock: Risks for the Global Economy and Markets
October 2007 - Morgan Stanley Global Economic Forum
October 2007 - Reading List, International Macroeconomic Policy: Theory and Evidence from Recent Financial Crises
August 2007 - Tsai, How Do You Inject Money Into the Economy?
August 2007 (published July 2007) - Bayless, The Seeds of Corporate Failure
August 2007 - bruegel.org - good European economic analysis
August 2007 - A Brief History of Derivatives
August 2007 - A Chronology of Derivatives
June 2007 - Hanna, Behavioral Finance—Benefiting from Irrational Investors
June 2007 - Bernstein, Comin' Around Again?
April 2007 - Robinson, Who's the Fairest of Them All? A Comparative Analysis of Financial Advisor Compensation Models
April 2007 - Bernstein, The Executioner of Excellence
January 2007 (published October 2006) - Dowling, Lucey, The 7 Deadly Sins of Investors
January 2007 (published November 2006) - Hewitt Associates, The Retiree Health Care Challenge
November 2006 (published April 2006) - Riepe, Swerbenski, Investment Research Rebalancing for Tax-Deferred Accounts: Just Do It—Don't Worry How
November 2006 (published January 2006) - Portfolio Rebalancing in Theory and Practice
November 2006 (published May 2006) - Asset Class Returns: 10 Years Later
September 2006 - "Top 20" financial blogs recommended by "24/7 Wall Street"
September 2006 (published in April 2006) - Goetzmann, The Ancient Roots of Today's Financial Tools
July 2006 (published December 2005) - Dammon, Poterba, Spatt, Zhang, Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them
July 2006 (published June 2004) - ING, Asset Allocation
July 2006 (published 1992) -Sharpe, Asset Allocation: Management Style And Performance Measurement
May 2006 (published October 2005) - Dammon, Poterba, Spatt, Zhang, Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them
May 2006 (published April 2006) - Troutner, The Squeaky Wheel
May 2006 (published March 2006) - Introduction by Paul Krugman to The General Theory of Employment, Interest, and Money, by John Maynard Keynes
May 2006 (published March 2006) - Bernstein, A Mean-Variance Society?
March 2006 (published February 2006) - Troutner, Stewards of Capitalism
March 2006 (published February 2006) - Lord,
Asset Allocation or Alpha?
January 2006 (published September 2005) - Bauman,
Two Investment Gurus: Index Funds are Path to a Winning Investment
November 2005 - Bernstein, Too Much Capital
November 2005 (published April 2003) Clark, Silva, Reasonable Expectations for the Long Run US Equity Premium
October 2005 (published June 2005) - Tokat, The Asset Allocation Debate: Provocative Questions, Enduring Realities *** Highly Recommended ***
October 2005 (published August 2005) - Troutner, Saving Investors From Themselves
October 2005 - Bernstein, Mea Culpa
September 2005 - Money Science: Financial Intelligence Network
September 2005 (published 2002) - Davies, Davies, A Comparative Chronology of Money: Monetary History from Ancient Times to the Present Day
September 2005 - Financial Institutions Center - working papers
September 2005 - Revenue Watch, Covering Oil: A Reporters Guide To Energy and Development - a great big picture description of the oil industry
August 2005 (March 2005) - Hoguet, Oil and Currency Distortions in the World Economy and Their Long-Term Investment Implications
August 2005 - RGE Monitor - this is probably the best site on the web for global economics. *** Highly Recommended ***
It was updated in July and is much improved but is going to a paid service in September. Check it out while you can!
August 2005 - econjournalwatch.org - scholarly comments on academic economics. *** Highly Recommended ***
May 2005 (April 2005) - Bennyhoff, Preserving a Portfolio’s Real Value: Is There an Optimal Strategy?
May 2005 - Bernstein, Why You Can’t Afford a House in San Francisco
May 2005 (Winter 2005)- Bernstein, The $150 Billion Question
February 2005 - MoneyScience.org - Financial Intelligence Network
February 2005 (published April 2003) - Analytic Investors, Reasonable Expectations for the Long-Run U.S. Equity Risk Premium
February 2005 - Analytic Investors - Research
February 2005 (published August 2003) - Baryshevsky, What is hidden in the Fed's model? The Second Approximation
February 2005 - EDHEC-RISK, Asset Management Research
December 2004 (published Fall 2004) - Troutman, Plotting Your Course The Art & Science of Our Investment Relationships, Part 1 and Part 2
December 2004 (published Fall 2004) - Brooks, Gray, History of the Forecasters (abstract only)
December 2004 (published Fall 2204) - Bernstein, Luigi Does It Yet Again
December 2004 (published May 1998) - Fama, Asset Management: Engineering Portfolios For Better Returns
August 2004 - the Efficient Market Hypothesis site - great history of the EMH and bibliography
August 2004 (published June 2004) - Savage, Prices, Probabilities and Predictions
August 2004 (published in January 2004) - Chensvold, DFA vs. Vanguard
June 2004 - Pareto, Engineering For Better Returns
June 2004 - Haslem, Indexing or Active
June 2004 - Bogle, Growth vs. Value, 1937-1997
June 2004 (published May 2004) - Tokat, International Equity Investing: Long-Term Expectations and Short-Term Departures
April 2004 - Bogle, Why Have Stocks Provided Long-Term Real Returns of 7%?
March 2004 - Silver, Passive Momentum Asset Allocation: Putting The Market To Work For You
March 2004 - Lord, Highlights of the 2003 NACUBO Endowment Study
February 2004 - Sellers, Could Stocks Still Be Undervalued?
February 2004 - Kizer, Behavioral Bias: A Closer Look at Stock Price Anchoring
February 2004 (published in January 2004) - Bernstein, Almost Normal: Of Fat Tails, Mean Reversion, and Survival The two papers cited in the article : Jorion, The Long Term Risks OF Global Stock Markets; Gabaix, Gopikrishman, Plerou, Stanley, A Theory Of Large Fluctuations In Stock Market Activity
February 2004 (published in 2001) - Arnold, Butler, Crack, Altintig, Impact: What Influences Finance Research? - great reading lists of the top articles in the past 30 years!! (Thanks to Professor Butler of the University of South Florida)
November 2003 - Rugh, Participant Contribution and Asset Allocations During the Recent Bull and Bear Market: Evidence From TIAA-CREF
November 2003 -Walsh, How Much Should a Person Save for Retirement?
November 2003 (published October 2003) - Mills, The Problem with Hedge Funds
November 2003 (published July 2003) - Ma, The Impact of the 2003 Tax Law on College Savings Options
November 2003 - A great article on the father of finance - Louis Bachelier (published in 2000); see also Louis Bachelier (1870-1946)
November 2003 - Economics History Network - a great spot for those interested in economic history and related topics
November 2003 - Interview with Eugene Fama; Interview with Kenneth French
November 2003 - Buck, Can Brains Beat the Market?
October 2003 - Merriman, The Perfect Portfolio
Fall 2003 - Bernstein, Signal, Noise, and Success
October 2003 - Armstrong, It Don't Get Much Worse Than This!
August 2003 - Armstrong, Dollar Cost Averaging-The Basics
July 2003 - Vanguard Investment Counseling & Research, Sources of Portfolio Performance: The Enduring Importance of Asset Allocation
Summer 2003 - Bernstein, Margin of Safety in the Asset-Class Era
Summer 2003 - S&P - Active vs. Passive - A New Scorecard
March 2003 - Troutner, We Are, I Regret, Captives Of Recent History
Spring 2003 (published 9/99) - Diamond, What Stock Market Returns To Expect In The Future?
Spring 2003 - Bernstein, The Returns Fairy... Explained
March 2003- Merriman, The Ultimate Buy-and-Hold Strategy
February 2003 - J. Troutner - Investors And Advisers Should Fight The Urge To Tweak Their Portfolios Too Much
February 2003 - Rassmusen, The Nobel Prize In Economics
Winter 2003 – Bernstein, The Retirement Calculator From Hell
Winter 2003 – Bernstein, The Final Cowards Update (if you are looking for a good basic model portfolio)
January 2003 – Swedroe, One-Decision Stocks & The Nifty-Fifty - The Price You Pay Does Matter
Hammond, Understanding and Using Inflation Bonds
November 2002 - Swedroe, Actively Managed Funds and the Implications of Increased Volatility of Equities
November 2002 - Troutner, Total Stock Market Funds Are NOT a Shortcut to Asset Class Diversification
Fall 2002 - Fabozzi, Gupta, Markowitz, The Legacy Of Modern Portfolio Theory (abstract only)
Fall 2002- Feinman, Asset Returns In The Long Run (abstract only)
October 2002 - Armstrong, Fama French Three Factor Model
December 2002 - Cromwell, Elliott, 130 Years of U.S. Investment Returns: An Historical Perspective
December 2002 - Asness, Fight the Fed Model: The Relationship Between Stock Market Yields, Bond Market Yields, and Future Returns * * * Highly Recommended * * *
Fall 2002 - Bernstein, Are Value Stocks Riskier Than Growth Stocks?
October 2002 - Armstrong, Academic Support For The Use Of Indexing And Passive Investment Techniques: A Review Of The Literature
September 2002 - Armstrong, Capital Asset Pricing Model
July 2002 - Swedroe, There Is Trouble In 401(k) Land
Summer 2002 - Bernstein, The Two Percent Dilution
Summer 2002 - Bernstein, The Cross-Section Of Expected Stock Returns: A Tenth Anniversary Reflection
June 2002 - Swedroe, Active Small-Cap Managers Add Value: Myth or Reality?
March 2002 - Choi, How To Publish In Top Journals
Copyright © 2002-2010. All rights reserved.
