The Great Reflation: How Investors Can Profit from the New World of Money

Notes

Preface

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Chapter 1: The Age of Inflation

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

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Chapter 3: The Long Wave in the Economy

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Chapter 4: Government Deficits and the Great Reflation

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Chapter 5: Money and the Great Reflation

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Chapter 6: Financial Manias and Bubbles

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Chapter 7: Asset Allocation: Investing in a Turbulent World

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Chapter 8: The Stock Market

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Chapter 9: Interest Rates and the Bond Market

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Chapter 10: The U.S. Dollar

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Chapter 11: Gold

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Chapter 12: Commodities

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Chapter 13: Real Estate

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• 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).

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Chapter 14: Declining America: Will It Recover?

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