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No warranty may be created or extended by sales representatives or written sales materials. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750–8400, fax (978) 646–8600, or on the Web at Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748–6011, fax (201) 748–6008, or online at Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. GEOPOLITICAL ALPHA An Investment Framework for Predicting the Future ByĬopyright © 2021 by Marko Papic. “So, You Want to Go Long Socialism and Short Capitalism” India Net Assessment: Investment ImplicationsĬhapter 10: Game Theory - It's Not a Game!īefore You Play the Game, Set the GameboardĬhocolate Labrador Brian Versus Marine Le Pen
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Why Is Investment the Fulcrum Constraint?
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Underinvested: India's Fulcrum Constraint What Is Keeping India from Mean Reverting? India Net Assessment: An Investment Thesis Built on Mean Reversion Time is the Achilles' Heel of the Constraint Method Gargantuan Stimulus: Nuthin' But a G Thang Reconciliation and the 2017 Tax Reform: So What?Ĭonstitutional and Legal Constraints: The TakeawayĬhapter 8: The Time Constraint: When Preferences Run Down the Clock The World Wars: Economic Constraints in a Multipolar WorldĮconomic and Market Constraints: TakeawayĬhapter 7: Constitutional and Legal Constraints: The Constraint–Preference Hybrids Relative Gain: Why Trade Wars Fizzle in a Multipolar World Power Dynamics and Ancient Greece: A Theory Interlude Geopolitics versus Economics: Is Trade War Sustainable? Greece After the Euro: The Land of Milk and Honey? MVT in a Vote‐less Nation: Does China Have a Median Voter?įundamentals at Work: The German Question Predicting the Long‐term: Welcome to the Buenos Aires Consensus! The Three Pillars of the Constraint Framework Third Pillar: The Person versus the Situationįundamental Attribution Error in Practice Second Pillar: Diagnosticity of Constraints The Tornado Hits Kansas: Geopolitical Paradigm ShiftsĬhapter 2: The Constraint Framework: Three Pillars