Understanding the Economy - Holland Advisors

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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.
Capital Returns: Investing through the Capital Cycle - Ed ChancellorMuch is written about the economic cycle, but never enough about the capital cycle. This book brilliantly corrects the imbalance - we recommend it highly.

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