Category: Economics

  • Books 2013

    Only one nonfiction book in this very random collection, but it tops the list in its insight and importance. From the best to the least best: Jaron Lanier, Who Owns the Future? George Saunders, Tenth of December Teju Cole, Open City Thomas Pynchon, Bleeding Edge AM Homes, May We Be Forgiven Leavitt, Two Hotel Francforts […]

  • Big themes at Morningstar Investment Conference 2012

    Several themes emerged at last week’s Morningstar Investment Conference: Don’t panic 1: “It’s hard to imagine the Eurozone coming apart” (Michael Hasenstab, Franklin Templeton) Don’t panic 2: “For China to experience a hard landing would require two unlikely near-term events… a massive overtightening error, and a banking crisis” (Michael Hasenstab, Franklin Templeton) The best growth […]

  • Neologisms

    This “Keeping Our Word” campaign from Eagle Asset Management looks suspiciously (and coincidentally, I’m sure) like my “Neologisms” ads for Deloitte & Touche of nine years ago. I have to admit I’m a sucker for invented words, so I admire Eagle’s approach which consists of these new coinages: perfonomy — the addition of alpha through […]

  • Top 5 books of 2010

    Below are the five books I enjoyed most, or found to be most persuasive or positively influential, out of the few dozen I managed to read this year. These were not necessarily published in 2010 — they are included only if I actually read them during the course of the year. Three economics/investing books, one […]

  • Income inequality as told by twitter

    From today’s feed… Tweet

  • Fault Lines : Raghuram G. Rajan

    Another take on the economic crisis: somewhat dry and academic but quite thorough. The most illuminating idea was a refinement of the distorted compensation incentives that poison Wall Street. Rajan’s idea is an employee’s performance bonus held in long-term escrow to ensure it does not blow up a too-big-to-fail bank employer within a year or […]