pi Economics research samples
Shorter notes:
- The Crash Must Be Very Close Now
June 4, 2007 - Things Fall Apart
January 10, 2008 - Credit Contraction
July 2, 2008
‘Monthly’ research notes:
- Ponzi Finance and the Mis-Pricing of Risk, February 2007
- The Credit Crisis is Not Over – It has Barely Begun, May 2008
- The Currency Carry Trade and Emerging Markets – the Next Phase of the Global Crisis, July-August 2008