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Library

Books, papers, datasets, essays, and other resources I've found useful while trying to understand how the world works.

Recommended reading & resources

Book · Monetary HistoryThe Price of TimeEdward Chancellor

The story of interest and the price of capital. One of my favorite books.

Book · Monetary HistoryA History of American CurrencyWilliam Graham Sumner

Detailed history of America's first experiments with money.

Book · Monetary HistoryFountain of FortuneRichard Von Glahn

A fantastic trip through Chinese monetary history of the past millenium.

Book · Monetary HistoryManias, Panics, and CrashesCharles Kindleberger

A seminal history of speculative bubbles and monetary excesses.

Book · Monetary HistoryA World In DebtFreeman Tilden

An amusing tour de force from a 1930s journalist who despised debt.

Book · Monetary HistoryOn Chinese Currency: Coin and Paper MoneyWillem Vissering

The first book I read on money in Ancient China that remains one of my favorites.

Book · Monetary HistoryMoney, Prices, and Civilization in the Mediterranean WorldCarlo Cipolla

A short but fascinating expose on the money of southern Europe in the 5th to 17th centuries.

Book · Monetary HistoryPrinciples For Navigating Big Debt CrisesRay Dalio

One of my early reads on how business cycles unfold. Gave me a strong foundation.

Book · Economic HistoryFreedom's ForgeArthur Herman

Very cool book that covers the ramping up of American industry in World War 2.

Data · Macro DataFREDFederal Reserve Bank of St. Louis

A core source for U.S. macroeconomic data.

Data · Econ CalendarForex Factory CalendarForex Factory

My go-to economic calendar each week

Paper · Macro HistoryBIS Annual ReportsBank for International Settlements

One of my favorite places to rabbit hole. Recommend reading the summaries during World War 2.

Essay · Macro HistoryMyrmikan CapitalDaniel Oliver

Great historian whose newsletters I've read for years.