What I hope to collect here is a collection of resources that handle the historical representation of the booms and busts of fragile financial systems.
Articles & presentations
“Who´s Holding the Bag” by Pershing Square Capital Management (May 2007)
“The Age of Balance Sheet Recessions: What Post-2008 U.S., Europe and China Can Learn from Japan 1990-2005” by Richard Koo (2010)
“Chapter 2. The Souk and the Office Building, an Introduction to the Intervention Bias” by Nassim Taleb (a draft from 2011)
“Tipping Points: Annual Report 2010-2011” by the Institute of Hazard, Risk and Resilence (features a historical data on banking system failures)
“The Fat Pitch” by Macrofugue.com (August, 2001)
“A Template for Understanding What’s Going On” by Ray Dalio
Academic
“Has Financial Development made the World Riskier?” by Raghuram G. Rajan (2005)
“This time is different: An example of a giant, wildly speculative, and successful investment mania” by Andrew Odlyzko (2010)
“The collapse of the Railway Mania, the development of capital markets, and Robert Lucas Nash, a forgotten pioneer of accounting and financial analysis” by Andrew Odlyzko (2011)
