The fascinating Australian web site of Leithner & Co., Pty. Ltd. contains a wealth of material combining economic theory, financial economics, and Benjamin Graham's views on investing. Some interesting places to start:
- Why Have They All Been Fooled? (on fallacies of consumption versus savings)
- A Tale of Two Islands(on savings and investment)
- GDP and COnsumer Confidence in Australia(on Keynes elevation of psychological factors over real factors).
- Putting Capital Back into Capitalism(capital theory)
- Interest Rates, Corporate Debt and the Business Cycle
- Inflation and Deflation: Some Dissenting Throughts for Value Investors
- What if Böhm-Bawerk was Right?
