PDF Library

The Middle East

The Economics of the Arab Spring – Adeel Malik and Bassem Awadallah (December 2011)

Tracking the “Arab Spring” – Jason Brownlee, Tarek Masoud, and Andrew Reynolds (October 2013)

The Black Swan of Cairo: How Suppressing Volatility Makes The World Less Predictable and More Dangerous – Mark Blyth and Nassim Taleb (June 2011)

Oil and Development in the Middle East – Richard Auty (March 2012)

The Political Economy of the Arab Spring – Robert Springborg (October 2011)

Economics & Finance / Global Macro

An In Depth Look at Deleveragings – Ray Dalio – Bridgewater Associates

After the Fall: the Future of Global Cooperation – Jeffry Frieden, Dani Rodrik, Michael Pettis and Ernesto Zedillo (July 2012)

Debt & Deleveraging: Uneven Progress on the Path to Growth – McKinsey & Company (January 2012)

The Dog and the Frisbee – Andrew Haldane – Bank of England (August 2012)

On Being the Right Size – Andrew Haldane – Bank of England

Hyperinflations, Hysteria, and False Memories – GMO – James Montier

A Most Peculiar Failure – On the dynamic mechanism by which the inescapable theoretical failures of neoclassical economics reinforce its dominance – Yanis Varoufakis

Who Are These Economists, Anyway? James K. Galbraith on the Financial Crisis and the Economics Profession

Value Investing

What Has Worked In Investing: Studies of Investment Approaches and Characteristics Associated With Exceptional Returns – Tweedy, Browne

Value Investing Retrospective – Columbia Business School – Andrew Dubinsky

The Seven Immutable Laws of Investing – James Montier

The Superinvestors of Graham-and-Doddsville – Warren Buffett


The Future of Europe’s Economy: Disaster or Deliverance? – De Grauwe, Magnus, Mayer, Schmieding (September 2013)

The Euro Debt Crisis and Germany’s Euro Trilemma – Jörg Bibow – Levy Economics Institute (May 2012)

The Future of the Euro: Let’s Get Real – Benjamin J. Cohen

Dani Rodrik – The Euro Crisis, Portugal and Europe’s Future – (September 2013)

From Contagion to Incoherence: Towards a Model of the Unfolding Eurozone Crisis – Yanis Varoufakis (2013)