Book Highlights: The Midas Paradox (Parts 1 & 2)
I was greatly influenced by monetarist ideas, particularly A Monetary History of the United States, Ultimately, I decided that the gold reserve ratio was the most sensible way of thinking… Read more »
Author Archives: Jack
Jack’s Links
Links from the last quarter of 2016: Excessive debt vs. current account deficits: Confusing the two is the arena of goldbugs, journos, and first year college students. The US has… Read more »
Bad Journalism 101
A guy I like to follow, Jon Favreau, recently linked an article from AP titled: “Trump voter lost her home to new treasury secretary”. There is so much wrong with… Read more »
Jack’s Links
The Economist on who is hurt most by protectionist policies: (hint): if you buy more from China, you benefit more. But the poorest 10% of consumers would lose 63% of… Read more »
Book Highlights: Antifragile
Antifragile: Things That Gain from Disorder (Incerto) Nassim Nicholas Taleb I’d rather be dumb and antifragile than extremely smart and fragile, any time. Which brings us to the… Read more »
Jack’s Links
Back at it again with the fresh links: John Hempton (whose status has absolutely blown up over the past several months/years, maybe thanks to HLF?) on investment philosophy: A really… Read more »
Jack’s Links
Two weeks worth of links because I was gone at conferences last week — XYPN and FinCon. Summary posts to come. NYT Article on Chilean Pensions: Spoiler: they are very… Read more »
Jack’s Links
Short links this week, China and monetary policy are two areas that almost anyone who considers themselves financially savvy probably has an opinion in which they are too confident by… Read more »
Jack’s Links
Scott Sumner on monetary offset: Understanding the implications of monetary offset is one of the prerequisites for intelligent conversation of economics. There are so many fallacies here one hardly knows… Read more »
Jack’s Links
Joseph Belth on Long Term Care Insurance: Whether Long Term Care Insurance (LTCI) is necessary or wise is a common question when people are nearing retirement. The topic deserves a… Read more »