Research Library
Historical Favorites Archive
In my reading, I frequently come across literature that interests me (see third party research links
for some of my reading list). Typically, I post these files to the Research Library by their
category, and as that fills up, I post them in their category archives so I (or readers) can reference in
the future (see below):
In my reading, I frequently come across literature that interests me (see third party research links
for some of my reading list). Typically, I post these files to the Research Library by their
category, and as that fills up, I post them in their category archives so I (or readers) can reference in
the future (see below):
 | |  | |  | |  | |  | |  | |  | |  | |  |
Historical Favorites
090607 Renegade Economics Piece Examining Bretton Woods from PIMCO.
Faber & GaveKal debate/interview moderated by Kate Welling (from 2005).
GMO Quarterly Update from Grantham. GMO Quarterly Letter from Grantham.
America's Great Depression (Rothbard from Mises.org) America's Great Depression.
Information on the Current Account Deficit from Northern Trust 012605.
Barry Bannister on Commodity Cycles.
Mark Faber on the impending bear market.
Robert Marchin's Article and Contact Info on Free Market Capitalism cutting both ways.
High Yield Bond Spreads historical information.
Jim Grant on the Differences between this Housing Panic and 1907's.
John Hussman's 082007 Excellent Description of Alpha & Beta (towards bottom of the piece). Here is
an excerpted portion of that piece for my own records.
Dr. Faber 102007 on Current Market Environment & Symptoms Of Inflation.
Mark Yusko 102007 Hatteras presentation on Alternative Asset Allocation.
Good Quotes (092007) before the Market Crash of 1929 on Herb Greenberg's Blog.
Bill Fleckenstein's Contrarian Chronicles on why Bernanke is the Anti-Robin Hood.
September 2007 Interpreting Bernanke he lays out monetary policy in speech in Germany.
Goldman Sachs (Aug 2007) thinks Housing has further to fall.
Jim Puplava with examining the "Two Bens".
My Authored Articles
VAR History.
Asset Allocation Theory Part 1.
090607 Renegade Economics Piece Examining Bretton Woods from PIMCO.
Faber & GaveKal debate/interview moderated by Kate Welling (from 2005).
GMO Quarterly Update from Grantham. GMO Quarterly Letter from Grantham.
America's Great Depression (Rothbard from Mises.org) America's Great Depression.
Information on the Current Account Deficit from Northern Trust 012605.
Barry Bannister on Commodity Cycles.
Mark Faber on the impending bear market.
Robert Marchin's Article and Contact Info on Free Market Capitalism cutting both ways.
High Yield Bond Spreads historical information.
Jim Grant on the Differences between this Housing Panic and 1907's.
John Hussman's 082007 Excellent Description of Alpha & Beta (towards bottom of the piece). Here is
an excerpted portion of that piece for my own records.
Dr. Faber 102007 on Current Market Environment & Symptoms Of Inflation.
Mark Yusko 102007 Hatteras presentation on Alternative Asset Allocation.
Good Quotes (092007) before the Market Crash of 1929 on Herb Greenberg's Blog.
Bill Fleckenstein's Contrarian Chronicles on why Bernanke is the Anti-Robin Hood.
September 2007 Interpreting Bernanke he lays out monetary policy in speech in Germany.
Goldman Sachs (Aug 2007) thinks Housing has further to fall.
Jim Puplava with examining the "Two Bens".
My Authored Articles
VAR History.
Asset Allocation Theory Part 1.