Notes

Preface

[1]

[2]

Chapter 1: The Age of Inflation

[3]

[4]

[5]

[6]

[7]

[8]

[9]

[10]

[11]

[12]

Chapter 2: The Debt Supercycle, Illiquidity, and the Crash of 2008–2009

[13]

[14]

[15]

[16]

[17]

[18]

Chapter 3: The Long Wave in the Economy

[19]

[20]

[21]

[22]

[23]

[24]

[25]

Chapter 4: Government Deficits and the Great Reflation

[26]

[27]

[28]

[29]

[30]

[31]

[32]

[33]

Chapter 5: Money and the Great Reflation

[34]

[35]

[36]

[37]

[38]

[39]

Chapter 6: Financial Manias and Bubbles

[40]

[41]

[42]

[43]

[44]

Chapter 7: Asset Allocation: Investing in a Turbulent World

[45]

[46]

[47]

[48]

[49]

[50]

[51]

[52]

[53]

[54]

[55]

Chapter 8: The Stock Market

[56]

[57]

[58]

[59]

[60]

[61]

[62]

[63]

[64]

[65]

Chapter 9: Interest Rates and the Bond Market

[66]

[67]

[68]

[69]

[70]

Chapter 10: The U.S. Dollar

[71]

[72]

Chapter 11: Gold

[73]

[74]

[75]

Chapter 12: Commodities

[76]

[77]

[78]

[79]

[80]

Chapter 13: Real Estate

[81]

  • 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: http://ssrn.com/abstract=1344690.

  • John R. Talbott, Contagion (Hoboken, NJ: John Wiley & Sons, 2009).

  • Whitney Tilson and Glenn Tongue, More Mortgage Meltdown (Hoboken, NJ: John Wiley & Sons, 2009).

[82]

[83]

Chapter 14: Declining America: Will It Recover?

[84]

[85]

[86] ...

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