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14 Nov 2011This is my latest Perspective column for Fund Strategy. One of the unexpected side effects of the economic crisis is to turn prominent dead economists into rap stars. A video featuring a rap battle between John Maynard Keynes (1883-1946) versus Friedrich August Hayek (1899-1992) has received over 2.8m hits while the sequel has garnered 1.3m. [...]
My review of William Holstein’s The Next American Economy has appeared in the FT Wealth section of today’s Financial Times (free registration may be required to view).
Today’s Real Clear Markets includes a link to my Fund Strategy cover story on high technology.
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25 Apr 2011My latest Fund Strategy cover story, looking at the high technology sector and innovation, can be read here. There follows an extract from the final section. Apart from the debate about productivity there is another important aspect of the new economy discussion that is often neglected. That is a fundamental shift in the way that [...]
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25 Apr 2011My latest comment from Fund Strategy argues the Silicon Valley model is not as good at producing innovation or economic growth as generally assumed. A link to the related cover story will follow in my next post. It is remarkable that the Silicon Valley business model is being so widely emulated when its record of [...]
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17 Apr 2011Rather than apologising again for my lack of posting I thought it would make more sense to write a note on what I have been doing. After focusing for several years on the theme of growth scepticism – albeit one that incorporates many subjects under its umbrella – I am working on lots of shorter [...]
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7 Mar 2011This is my latest weekly comment from Fund Strategy. For anyone who remembers the investment world of the 1990s there are clear signs suggesting a technology bubble could be inflating. Not only is it fund managers’ favourite sector, judging by the latest Bank of America Merrill Lynch survey, but recent deals have the whiff of [...]
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24 Jan 2011This is my latest comment from Fund Strategy. Last week’s BBC programme on Britain’s banks and the economic crisis was genuinely important. It provided the public with the opportunity to hear many of the key players involved including bankers, regulators and expert commentators. The programme was also a vivid illustration of the strengths and weaknesses [...]
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9 Jan 2011I have spent the past two weeks or so taking a break and thinking about future plans. More on the latter when the arrangements are firmer but my immediate priority is my debate in Birmingham on Tuesday evening. In the meantime there follows some interesting references I have stumbled across in the past few days: [...]
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19 Dec 2010How a different America responded to the Great Depression, Pew Research Center, by Jodie T Allen. Opinion poll evidence suggests Americans were more optimistic in the late 1930s than they are now. A Czar is born, Claremont Review of Books, Joseph Postell. A review of books by Cass Sunstein including Nudge. Matt Ridley on technology, [...]
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