Robert S. Kricheff 
That Doesn’t Work Anymore [EPUB ebook] 
Retooling Investment Economics in the Age of Disruption

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Economic measures and concepts like GDP, inflation, business cycles and supply chains that were created decades ago are being disrupted and altered by technology. These changes affect asset values, interest rates, stock valuations, barriers to entry, as well as regression and correlation analysis. That Doesn’t Work Anymore discusses how to adapt traditional data to these changes and outlines ways to use newer and better tools that help you make good investment and business decisions.

The book’s short pragmatic chapters grouped by topic with research and real-life anecdotes delve into how technological and societal developments have changed the meaning and value of traditional economic data-points, predictive tools, and business concepts. Robert S. Kricheff provides specifics on new and more valuable data sources as well as better methods for applying the information to investing, business, and even your career.

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Inhaltsverzeichnis

Your Economic Thought Patterns Need to Change

  • Ignore the Averages – Means Move

  • Disrupters or Just Progress

  • Cultural Changes Make Economics Change

  • Cultural Impact of the Great Recession

  • Everyone Needs to Change How They Measure Things- Always

  • Rethink Correlations and Resist Regression

  • Goodhart’s ‚Underappreciated‘ Law

  • Big Economic Data-points


  • GDP – Revisions, Central Banks and Why It Is So Useless

  • Is Growth the Right Economic Measure

  • Is Growth the Right Financial Measure

  • Unemployment Versus New Employment

  • Wages are Different Now

  • Inflation – It Can Help, It can Hurt – But it is Definitely Not the Same as it Was

  • Interest Rates and Falsehoods

  • Currencies – Chicken & Egg

  • The Asset Value Magic Trick – Stocks, Real Estate, Gold, Bitcoin Etc.

  • Expectations Theories – Always Changing, Always Relevant
  • Applying Changes in Big Economic Data to Investing and Business


    Old Capital, New Capital


  • The New Role of Capital/Capital Formation

  • Capital Flow Data is Dangerous

  • Follow The Money or Fail

  • Human Capital – The Real Data to Watch

  • Capital, Political Structure and Aristotle
  • Applying Changes in Capital Flows to Decisions in Investing, Business and Career


    What Government Does to Economics


  • Government’s Role: Past and Future

  • Funding Government – Rethink It

  • Taxes – Good, Bad and Completely Lost

  • Expense Management and The Government – A Misnomer?

  • Factoring Modern Government Into Economic Decisions

  • More Grey and Purple -Government’s Ability to Function
  • Government’s Role Today and Its Impact on planning your Investing, Business and Career


    Financial and Business Data is Different Now and It Has Always Been That Way


  • Business Structures – Think Again

  • Business Investment What People Watch and What You Should Watch

  • Business Cycle Theory and Why Its Wrong

  • Tearing Down and Running Around the Barriers to Entry

  • Supply Chains and Pasta

  • Energy and Fossilized Ideas

  • Measure of Trade and Fools

  • Measures of Globalization: What to Watch and Why It Matters

  • The Problem With Earnings Reports and Expectations

  • The Invisible Consumer: Customer Retention Data , Big Data and Customer Service

  • How Not to Measure A Company’s Success
  • Revaluating The Way to Look At Business for Investing, Business and Career


    Value, Risk and Investment Metrics


  • What are Things Worth Right Now

  • Money Do We Need to Change How We Count It

  • Hard Assets with Soft Valuations

  • Does Volatility Matter

  • Value at Risk – Real or Fantasy

  • Other Measures: Risk Premiums, P/E Ratios and All That

  • Regression, Extrapolation and Historical Averages

  • Projections are So Yesterday , Probability is So Today
  • Using Better Value and Risk Metrics in investing, business and your career


    Random & Concluding Topics


  • New Industries and What to Do About Them

  • Emerging Economies – New Paths or Same Old Cycles

  • Socially Responsible Investing /Environmental, Social and Governance Factors (SRI/ESG)

  • Economic Activism

  • Trend Watching and Catching

  • Never Close Your Eyes, or You Will Miss Something

    Über den Autor

    Robert S. Kricheff is Senior Vice President, Portfolio Manager, and Global Strategist at Shenkman Capital, a global money management company. He regularly writes on markets and economics for the firm. Prior to joining Shenkman he was Head of High Yield Sector Strategy at Credit Suisse. Robert has a bachelors from New York University in Economics and Journalism and a masters from the University of London in Financial Economics. He has published two books and two e-books on investment analysis.

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    Sprache Englisch ● Format EPUB ● Seiten 266 ● ISBN 9781547400775 ● Dateigröße 3.9 MB ● Verlag De Gruyter ● Ort MA ● Erscheinungsjahr 2018 ● Ausgabe 1 ● herunterladbar 24 Monate ● Währung EUR ● ID 6965088 ● Kopierschutz Adobe DRM
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