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Reinhart, Rogoff, and How the Macroeconomic Sausage Is Made

Harvard Business Review

The initial Reinhart-Rogoff research seemed to indicate a sharp dropoff in average growth after debt passed 90% of GDP. Higher than that, and the bond market vigilantes would punish the U.S. public debt is up to 76% of GDP , yet the bond market vigilantes all seem to have retired or moved to Europe.

GDP 8
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Women, Finance the World You Want

Harvard Business Review

When she's not at work managing a portfolio that consistently outperforms relevant benchmarks, you can find her at home buying and bearing bonds. While there may be 1 in 5 women for whom learning to invest is simply an exercise in sharp shooting, for the remaining 80%, I suspect it really is their first rodeo.

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When Research Should Come with a Warning Label

Harvard Business Review

His answer is that in a news market overflowing with facts, facts by themselves go unsold; they require a story—and that story, he says mischievously, needs some kind of bias on the part of the author, “a pair of lenses that slide over reality and aim to bring it more clearly into focus.” Where should all this go in our minds?”.