Chapter 1: The Age of Inflation
Chapter 2: The Debt Supercycle, Illiquidity, and the Crash of 2008–2009
Chapter 3: The Long Wave in the Economy
Chapter 4: Government Deficits and the Great Reflation
Chapter 5: Money and the Great Reflation
Chapter 6: Financial Manias and Bubbles
Chapter 7: Asset Allocation: Investing in a Turbulent World
Chapter 8: The Stock Market
Chapter 9: Interest Rates and the Bond Market
Chapter 10: The U.S. Dollar
Chapter 11: Gold
Chapter 12: Commodities
Chapter 13: Real Estate
E. Glaeser, J. Gyourko, and A. Saiz, "Housing Supply and Housing Bubbles," Journal of Urban Economics 64, (2008): 198–217.
Joseph Gyourko, "Real Estate Returns in Public and Private Markets," Wharton Real Estate Review, Spring 2004.
Joseph Gyourko, "Understanding Commercial Real Estate: Just How Different from Housing Is It?" National Bureau of Economic Research Working Paper w14708, February 2009. Available at SSRN:
John R. Talbott, Contagion (Hoboken, NJ: John Wiley & Sons, 2009).
Whitney Tilson and Glenn Tongue, More Mortgage Meltdown (Hoboken, NJ: John Wiley & Sons, 2009).
Chapter 14: Declining America: Will It Recover?