Practical analysis for investment professionals

History & Geopolitics


Progress in Economics

How has the consensus among economists on such issues as deficit spending and population growth shifted over the decades?

Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Green and Renewable Energy: Not So Fast?

Our carbon neutral future may be a long way off.

Modern Variants of Capitalism, Part 3: Digital Capitalism

Digital capitalism has transformed our lives into a new commodity: personal data.

Book Review: Boom and Bust

This book is an achievement not only for its historical detail but also for supplying a unifying framework that can be applied to any future bubble event.

Modern Variants of Capitalism, Part 2: Financial Capitalism

In financial capitalism, wealth is transaction-based rather than operational.

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Book Review: The Caesars Palace Coup

Max Frumes and Sujeet Indap provide a fascinating inside account of the distressed debt markets, including the strategies, the colorful personalities, and the complex relationships.

Chinese and World Stock Market Co-Movements: Two Findings

How have correlations between the Shanghai Composite Index and the Hang Seng and their global counterparts developed over the last 25 years?

Market Resiliency, Capital Formation, and Investing for Our Future

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.