The Balance Sheet Recession

by | April 8, 2009 | Articles, Finance, Globalization

More than ample is the ink that’s been spilled over trying to explain just exactly what we’re going through economically: Is it a bad recession? A near depression? Is it analogous to 1929? Is it analogous to….? Does our salvation lie in monetary...

Is Capitalism Dead?

by | March 28, 2009 | Articles, Finance, Globalization, Strategy

Is capitalism dead? The Financial Times has an ongoing series, The Future of Capitalism (I haven’t read it all, but "dubious" would seem to be the most apt one-word review so far),  Knowledge @ Wharton has "revisited" the question...

What I’m Reading

by | March 23, 2009 | Adam Smith Himself, Articles, Book Reviews, Finance

From time to time, people ask me what I’m reading when trying to figure out what is going on in the economy these days. A glib response might be, "anything I can get my hands on," but the question deserves a more thoughtful response, so herewith a book...
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