Research Library
Research Library
In my reading, I frequently come across literature that interests me (see third party research links for
some of my reading list). I will post these files here as I go through my own investment library which will
take some time, so bear with me and check back to see new articles. Recently, I have tried to assemble
with some organization and I promise this will improve (see below):
In my reading, I frequently come across literature that interests me (see third party research links for
some of my reading list). I will post these files here as I go through my own investment library which will
take some time, so bear with me and check back to see new articles. Recently, I have tried to assemble
with some organization and I promise this will improve (see below):
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Monetary Policy (Credit Bubble, FOMC, Moral Hazard, Role of Fed, etc)
01/07/08 Forsyth - What Zimbabwe Can Teach America About Asset Values.
12/24/07 Hussman - Are the Fed and ECB misleading investors about liquidity? (pdf)
12/24/07 Gene Epstein with a good piece on Greenspan looking at his legacy.
Monetary Policy Archive.
Housing Bubble Discussion
12/26/07 October Case/Schiller data in which home prices decline over 6%. (pdf I and II)
12/10/07 Sarasota real estate article by R. Plunket. (Robert's blog at www.sarasotamagazine.com)
Housing Bubble Archive.
Earnings Data
12/10/07 Barron's article on unintended consequences of share buybacks (i.e. issuing debt to buy shares at
the wrong time...perfect example of Citigroup in 2005, 2006, and 2007).
Banks 3Q Profits Drop 25%.
Economic Data & Outlook
Annual and Quarterly Outlook pieces (2007 Review and 2008 Outlook)
Jon Markman's Winter is Moving In piece featuring Paul Desmond and Jimmy Rodgers. (pdf 1 and 2)
Chris Puplava is skeptical on "Real" GDP growth in the 3rd Quarter.
Economic Data & Outlook Archive.
Asset Allocation Articles
10/05/07 GaveKal on Current Asset Allocation Thoughts.
GMO's Seven Year Asset Class Forecasts 7 Year Asset Class Forecast.
John Hussman's 08/20/07 Excellent Description of Alpha & Beta (towards bottom of the piece). Here is an
exerpted portion of that piece for my own records.
10/01/07 Hatteras presentation on Alternative Asset Allocation.
06/13/07 Godfather of Fundamental Indexing Faces Challenge.
Currencies (US Dollar)
Great editorial from Gary Dorsch, who looks at Ghosts of Halloween Haunting the US Dollar.
Inflation Articles
12/18/07 Stable Prices, But at What Cost? by James Picerno. (pdf)
12/13/07 Did the Fed Cut Too Much By James Picerno (surge in import prices). (pdf 1, pdf 2, pdf 3)
12/10/07 Barron's article featuring Rudolf-Riad Younes. (For personal archive Part I and Part II).
Inflation Article Archive.
Commodities
11/08/07 Is $100 Oil Cheap from Chris Gilpin at the Casey Files (pdf here).
Commodities Archive.
Historical Favorites
Faber & GaveKal debate/interview moderated by Kate Welling (from 2005).
Historical Favorites Archive.
Personal Curiosity & Contacts
KnightsBridge Int'l website. TV spot describing. John Mauldin source piece (pdf).
Foreign Service Article about State Department and Forced Assignments in Iraq 102707.
Personal Curiosity & Contact Archive.
Asset Management Industry
Yahoo! Link to its Industry Center featuring a listing of public and private asset managers.
102807 Franklin Templeton Launches 38 New Funds In Singapore.
Asset Management Industry Archive.
Charts Archive
Click the respective link for charts on the following: China, Commodities, Earnings, Employment, Energy,
Housing, Inflation, Money Supply, Trade Deficit.
All-Star Investment Managers Perspective
12/28/07 Ken Heebner from Bloomberg.
Books to Read (Financial and Non-financial)
The Panic of 1907 "Lesson's Learned from the Market's Perfect Storm" by Robert Bruner and Carr.
Far Afield: A Sportswriting Odyssey by S. L. Price. I have included an excerpt from SI.com.
Books to Read Archive.
Market Historian (data that moves the markets)
Flow of Funds Accounts released by the Federal Reserve on a quarterly basis. Noland's Q3 Analysis. (pdf)
Fannie Mae Historical Conventional Loan Limits. PDF File. Article I authored.
Nationwide Adjusted Gross Income (Good Table Here). Source of data. 2005 data in spreadsheet format.
01/07/08 Forsyth - What Zimbabwe Can Teach America About Asset Values.
12/24/07 Hussman - Are the Fed and ECB misleading investors about liquidity? (pdf)
12/24/07 Gene Epstein with a good piece on Greenspan looking at his legacy.
Monetary Policy Archive.
Housing Bubble Discussion
12/26/07 October Case/Schiller data in which home prices decline over 6%. (pdf I and II)
12/10/07 Sarasota real estate article by R. Plunket. (Robert's blog at www.sarasotamagazine.com)
Housing Bubble Archive.
Earnings Data
12/10/07 Barron's article on unintended consequences of share buybacks (i.e. issuing debt to buy shares at
the wrong time...perfect example of Citigroup in 2005, 2006, and 2007).
Banks 3Q Profits Drop 25%.
Economic Data & Outlook
Annual and Quarterly Outlook pieces (2007 Review and 2008 Outlook)
Jon Markman's Winter is Moving In piece featuring Paul Desmond and Jimmy Rodgers. (pdf 1 and 2)
Chris Puplava is skeptical on "Real" GDP growth in the 3rd Quarter.
Economic Data & Outlook Archive.
Asset Allocation Articles
10/05/07 GaveKal on Current Asset Allocation Thoughts.
GMO's Seven Year Asset Class Forecasts 7 Year Asset Class Forecast.
John Hussman's 08/20/07 Excellent Description of Alpha & Beta (towards bottom of the piece). Here is an
exerpted portion of that piece for my own records.
10/01/07 Hatteras presentation on Alternative Asset Allocation.
06/13/07 Godfather of Fundamental Indexing Faces Challenge.
Currencies (US Dollar)
Great editorial from Gary Dorsch, who looks at Ghosts of Halloween Haunting the US Dollar.
Inflation Articles
12/18/07 Stable Prices, But at What Cost? by James Picerno. (pdf)
12/13/07 Did the Fed Cut Too Much By James Picerno (surge in import prices). (pdf 1, pdf 2, pdf 3)
12/10/07 Barron's article featuring Rudolf-Riad Younes. (For personal archive Part I and Part II).
Inflation Article Archive.
Commodities
11/08/07 Is $100 Oil Cheap from Chris Gilpin at the Casey Files (pdf here).
Commodities Archive.
Historical Favorites
Faber & GaveKal debate/interview moderated by Kate Welling (from 2005).
Historical Favorites Archive.
Personal Curiosity & Contacts
KnightsBridge Int'l website. TV spot describing. John Mauldin source piece (pdf).
Foreign Service Article about State Department and Forced Assignments in Iraq 102707.
Personal Curiosity & Contact Archive.
Asset Management Industry
Yahoo! Link to its Industry Center featuring a listing of public and private asset managers.
102807 Franklin Templeton Launches 38 New Funds In Singapore.
Asset Management Industry Archive.
Charts Archive
Click the respective link for charts on the following: China, Commodities, Earnings, Employment, Energy,
Housing, Inflation, Money Supply, Trade Deficit.
All-Star Investment Managers Perspective
12/28/07 Ken Heebner from Bloomberg.
Books to Read (Financial and Non-financial)
The Panic of 1907 "Lesson's Learned from the Market's Perfect Storm" by Robert Bruner and Carr.
Far Afield: A Sportswriting Odyssey by S. L. Price. I have included an excerpt from SI.com.
Books to Read Archive.
Market Historian (data that moves the markets)
Flow of Funds Accounts released by the Federal Reserve on a quarterly basis. Noland's Q3 Analysis. (pdf)
Fannie Mae Historical Conventional Loan Limits. PDF File. Article I authored.
Nationwide Adjusted Gross Income (Good Table Here). Source of data. 2005 data in spreadsheet format.