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On FIX, BIX and VIX!
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The fall in the price of risk might be because the demand for risk has jumped, but equally it could be because the supply of risk has dropped.
Crossborder Capital , Michael Howell
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The Meme...
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A inquiry into self-reproducing and contagious ideas, thought structure, or other information pattern which are propagated in ways similar to that of a gene
Investments Office , Ronald Weber
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Rational Herds
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There are hundreds of fascinating examples of group decision making given in Chamley's excellent book that will illuminate all your thinking about social behavior.
Cambridge University Press, December 2003 , Christophe P. Chamley
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Blackstone Fashion Week: Signs of Complacency?
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I hate to spoil the mood, but the familiar mix flavour of Wall St. and fun asthetics smells like troubles ahead!
Investments Office , Ronald Weber
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Japan as a Bond-Hedge?
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After more than ten years of happy union, an intriguing correlation between the US 10 years government bonds yield and the Nikkei 225 equity index seems to have come to an end.
Ronald Weber
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China: Water, Pigs and Inflation
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The cocktail mix of pigs disease, water shortage and a few 100 mio. angry farmers in China could lead to a global jump in inflation and some nasty manufacturing disruptions.
Investments Office , Ronald Weber
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More on Bubbles and How to Fool the "Volk"!
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Deutsche-Telekom: Reports from a couple of respectable houses around the time of the peak.
Carvaggio
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The Financial Accelerator and the Credit Channel
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To understand where the Fed Chariman's economic heart truly lies, read the speech he delivered at the Atlanta Fed in June 2007: “The Financial Accelerator and the Credit Channel.”
The Federal Reserve Board, June 2007 , Remarks by Chairman Ben S. Bernanke
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So Much for Earnings and VaR
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"The marketplace, Skilling testified, always knew what trading risks Enron was taking on because the company published a passage on its Value at Risk"
Fortune
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Salt: A World History
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Salt is so common, so easy to obtain, and so inexpensive that we have forgotten that from the beginning of civilization until about 100 years ago, salt was one of the most sought-after commodities in human history.
Penguin Group (USA), January 2003 , Mark Kurlansky
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