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Research Papers
The Rate of Return on Everything Since 1875
Expect Lower Asset Class Returns in the Future
Take the Very Long View on Asset Prices
Global Financial Cycles and Risk Premia
Asset Prices and Macro Outcomes
Stock Market Crises and Collective Panic
Sornette on Dragon King
s
Dragon Kings in Daily Drawdown Data
Innovation and Asset Price Bubbles
Uncertainty and Business Cycles
Uncertainty and Expected Returns
BIS on Cryptocurrencies
Bitcoin and Quantum Computing
Recommended Books
Adaptive Markets
, by Andrew Lo
The End of Alchemy
, by Mervyn King
Irrational Exuberance
, by Robert Shiller
The Myth of the Rational Market
, by Justin Fox
Beyond Greed and Fear
, by Hersh Shefrin
This Time is Different
, by Reinhart and Rogoff
The Shifts and the Shocks,
by Martin Wol
f
.
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