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Matthew Cowie
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Independent financial analyst currently living in Beijing, China. Articles written for Fidelity Independent Adviser have appeared on, Yahoo Finance, and Seeking Alpha.
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Investing in Chinese Stocks
  • Good Reads For Post 2008 Investing 0 comments
    Apr 18, 2013 10:17 AM

    If you want to understand hyperinflation and deflation:

    Tomorrow's Gold by Marc Faber

    A lot of examples of hyperinflation and market crashes.

    The Return of the Great Depression by Vox Day

    A good read aimed at a general audience. Explains the debt problem clearly and tackles possible outcomes.

    America's Great Depression by Murray Rothbard

    The Depression you may not know. Book covers the credit bubble and Hoover administration, which was very interventionist, unlike the common wisdom that says Hoover did nothing. FDR expanded many of Hoover's policies (though the book ends with Hoover's loss) and the rest is history. Many parallels to today's situation. Also a decent intro to Austrian economic views on credit bubbles and central banks.

    The Financial/Economic Dichotomy in Social Behavioral Dynamics by Robert Prechter

    Why does econ 101 supply and demand fail in financial markets? Why do people chase prices higher and refuse to buy when prices are low?

    The Economics of Inflation: A Study of Currency Depreciation in Post-War Germany by Costantino Bresciani Turroni

    Packed with information and cultural references that paints a picture of how people reacted to hyperinflation. Also useful are the early chapters of The Third Reich: A New History by Michael Burleigh and/or The Coming of the Third Reich by Richard Evans.

    Socionomics: The Science of History and Social Prediction by Robert Prechter

    If you're interested in the intersection between financial markets, psychology, history and politics, this is a great book. Makes the case that markets and society are driven by social mood, not events. Events are made by social mood, not the other way around.

    The Collapse of Complex Societies by Josepth Tainer

    This book can even depress the bears. What happens when a civilization reaches peak marginal utility, and requires greater and greater energy to achieve smaller and smaller gains? Tainter looks at famous collapses from history (such as ancient Rome) and compares it to modern society.

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