October 9, 2009 @ 6:13 pm | AMZN, Leading Indicators, Stuff Jim Recommends |
Happy Europeans discover the New World even though none of the people who lived there then knew that they needed finding Day. I don’t mean to disparage Columbus. As a history such as Hugh Thomas’ Rivers of Gold: The Rise of the Spanish Empire from Columbus to Magellan...
September 25, 2009 @ 6:53 pm | Leading Indicators, Stuff Jim Recommends |
The great stock picker and mutual fund manager Peter Lynch once advised, “Buy businesses so simple even an idiot could run them. Because one day an idiot will.” After reading David S. Reynolds’s Waking Giant: America in the Age of Jackson (HarperCollins, 2008), I...
September 18, 2009 @ 7:06 pm | Leading Indicators, Stuff Jim Recommends |
When we divide the world into developed and undeveloped economies, we should remember how very recent all of what we call development is. When we marvel at—or doubt–the speed at which China or India or Brazil is becoming developed, we should remember that what...
September 11, 2009 @ 7:14 pm | Leading Indicators, Stuff Jim Recommends |
In most mystery novels the detective is the star in the spot light and the city, country house, deserted moor, whatever is atmosphere, the source of clues, scenery. Manual Vazquez Montalban’s detective novels reverse that relationship. His plots are almost...
August 7, 2009 @ 7:39 pm | Breaking News, Leading Indicators, Stuff Jim Recommends |
Debt. It may go down in history as America’s greatest product. Certainly no country has invented so many varieties of it. Or contrived to spread debt, once the property of only the upper class and those who would aspire to the upper class, so democratically across...
July 31, 2009 @ 4:10 pm | Leading Indicators, Stuff Jim Recommends |
Mysteries are the quickest and most enjoyable way to get to the heart of a culture. Including today’s China. As the fictional detective sifts through clues to track down the criminal, the readers experiences how that society draws the lines between morality and...
July 11, 2009 @ 11:04 pm | AMZN, Leading Indicators, Stuff Jim Recommends |
Has Sweden produced another series of great murder mysteries? I’ve just finished the first novel from Stieg Larsson, The Girl with the Dragon Tattoo, and I’d have to say it’s a real possibility. The book, published after Larsson’s death in 2004 at the age of 50, is a...
June 29, 2009 @ 11:01 pm | AMZN, Stuff Jim Recommends |
Want to understand China? (And what investor doesn’t these days?) Start with these two books. First, China Shakes the World by James Kynge, the former China bureau chief for the Financial Times. Second, China’s Trapped Transition: The Limits of Developmental Autocracy...