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That Doesn’t Work Anymore

Retooling Investment Economics in the Age of Disruption

Robert S. Kricheff (Autor)

Buch | Softcover

266 Seiten

2018
De Gruyter (Verlag)
978-1-5474-1682-0 (ISBN)

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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.

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.

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

Erscheinungsdatum	18.12.2018
Zusatzinfo	21 Illustrations, black and white; 15 Tables, black and white
Verlagsort	Boston
Sprache	englisch
Maße	155 x 230 mm
Gewicht	458 g
Themenwelt	Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Wirtschaft
	Technik ► Architektur
	Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
	Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management
	Wirtschaft ► Volkswirtschaftslehre
Schlagworte	Change management, Investment, Finance, Asset valu • Change management, Investment, Finance, Asset value, Inflation, Fallacies, Globalization
ISBN-10	1-5474-1682-3 / 1547416823
ISBN-13	978-1-5474-1682-0 / 9781547416820
Zustand	Neuware