Business Cycles: History, Theory and Investment Reality, 3rd Edition商业周期：历史、理论与投资实体

作者： Lars Tvede 著

出 版 社：

出版时间： 2006-6-1字数：版次： 1页数： 484印刷时间： 2006/06/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470018064包装： 精装内容简介

This entertaining book describes the global history of economic fluctuations and business cycle theory over more than 300 years. It explains the core of the problem and shows how cycles can be forecast and how they are managed by central banks. The book concludes with detailed studies of how sub-sectors of stocks, bonds, hedge funds, private equity funds, gold, exchange rates, real estate, commodities, art and collectibles fluctuate over different categories of business cycles.

作者简介

Lars Tvede, a Danish national, holds a master’s degree in Engineering and a Bachelor’s degree in international commerce. He spent 11 years as derivatives trader, portfolio manager and investment banker before moving to the telecommunication and software industries in the mid 1990s, where he co-founded and seed-funded a number high-tech companies. He returned to the financial industry at the start of 2005 to become general partner and fund manager in the Swiss hedge fund company Provalue (www.provalue.ch). Lars Tvede has published several books on general economics, marketing, telecommunication and trading, including his best-selling The Psychology of Finance, which has been translated to all major languages. He now lives Zug, Switzerland.

目录

List of Figures and Tables

Preface

Part Ⅰ: The First Economists

1 Gambling Man

2 Cash Payment

3 The Dream Team of Money

4 The Napoleon of Finance

5 Jay and Phantom Gold

6 Seven Pioneers

Part Ⅱ: The First Business Cycle Theories

7 The Golden Age

8 The Archeologists

9 Fisher and Babson

10 Keynes and the Austrians

11 The Great Depression

12 Lover, Horseman, Economist

13 The Problem with Money

Part Ⅲ: A Hidden World

14 The Simulators

15 Brains of Steel

16 Fat Tails and All That

17 Monkey See, Monkey Do

18 Dot Bomb

Part Ⅳ: The Essence

19 The State of the Art

20 Two Questions

21 The Five Main Drivers of Cycles

22 The Ten Challenges of Central Banking

Part Ⅴ: Business Cycles and Asset Prices

23 The Mother of All Cycles: Property

24 When Art was In

25 All That Glitters

26 What Things are Made of: Commodities

27 Bonds, Stocks and Funds

28 The World’s Biggest Market: Foreign Exchange

29 Business Cycles and Market Rotation

Afterword: The Beat of the Heart

Appendix 1: List of Important Events in Business Cycle Theory

Appendix 2: List of the Largest Financial Crises in History

Chapter Notes

Bibliography

Index