The latest from Frank Martin...

Found via Santangel's Review.

Links to:

Cyclical or Secular? That is the Question

The Rational Allocation of Capital in an Irrational World

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Related links:

Martin Capital Management: 2012 Annual Report

Borio and White - Whither Monetary and Financial Stability (2003)

Overt Monetary Financing (OMF) and Crisis Management by William White - Project Syndicate (June 2013)

Raghuram G. Rajan: Has Financial Development Made the World Riskier? (2005)

Andrew G Haldane: The dog and the frisbee (2012)

Ultra Easy Monetary Policy and the Law of Unintended Consequences – By William R. White (2012)

On time, stocks and flows: Understanding the global macroeconomic Challenges – By Claudio Borio (2012)

The financial cycle and macroeconomics: What have we learnt? – By Claudio Borio (2012)