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  • Home
  • Our Approach
  • Our Fund
  • Our Research
    • Introduction
    • Macro Research
    • Company Research
  • A Lifetime of Learning
    • Introduction
    • Great Businesses and Managers
    • Understanding the Economy
    • How to Improve your Thinking
    • How to be a Better Investor
  • About Us
    • My Story
    • Our Team
  • Contact Us
Home > Understanding the Economy

Understanding the Economy

  • How The Economic Machine Works - Ray Dalio The highly respected and successful founder of Bridgewater Associates explains brilliantly how an economy works. All investors and policy makers should watch this – maybe more than once!
  • How Inflation Swindles the Equity Investor - Warren Buffett Written in 1977 and only 14 sides long, a brilliant explanation of the effects of inflation on different asset classes.
  • Why you should own productive assets - Warren Buffett An extract from the 2011 Berkshire Hathaway annual letter explaining why productive assets like shares or a farm should always be preferred to gold.
  • Irrational Exuberance - Robert J. Shiller Reading Robert Shiller’s 2nd edition of this book (2005) had a profound effect on us and helped us to form our bearish stance ahead of the 2007 credit crunch. The 3rd edition (recently published) we suggest is required reading.
  • Great Businesses and Managers
  • Understanding the Economy
  • How to Improve Your Thinking
  • How to be a Better Investor

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