Market Upside Down How to Invest Profitably in a Shrinking Economy

Black Swan Octobers 
Black Monday 
The 2000 Bear Market 
The 2008 Market Crash 
The Prospects Beyond 

Japan: The Setting Sun 
Rising from the Ashes 
The Collapse of the Nikkei 
Collapse of Real Estate 
The Stock Market and Real Estate
Fixing the System 

The Root Causes: Leveraging and Excess 
Housing as Leveraged Securities 
Excess: Upside-Down Pyramid 
Leveraging Household Assets
Leveraging the Economy 
A New Reality 

The New Economic Reality 
Impaired Balance Sheet 
Lower Economic Growth 
A Future Unlike the Past 

Bulls and Bears: The Long Cycles 
Volatility Is the Norm 
Looking to the Future
Another Crisis, Another Bailout 

Investment Paradigms: Beliefs and Reality 
Stocks as Protection Against Inflation
Averaging Out the Losses 
Return, Volatility, and Risk of Capital Losses
Risks of the Highly Improbables 
Diversification and Risk Reduction 
The Market Is Going Up! 
Long-Term Investing and Final Wealth 
When Markets Are Upside Down 

Investing in Markets Upside Down 
A Walk in the Woods 
An Open Mind
Capital Preservation Is Key
Know Your Objectives
Absolute Return Investing 
Chapter 8: Beware of the Risks 
Systemic Risks 
Market and Manager Risks 
“Fake” Diversification.
Illusory Profits 
Liquidity and Safety 
Manage Risks to Preserve Capital and Build Wealth

Absolute Return: Manage Risks and Build Wealth 
Absolute Return 
Wealth, Volatility, and Market Declines

Build Final Wealth with Absolute Return 
Paths to Absolute Return 
Absolute Return with Opportunistic Profits 

Absolute Return and Alpha 
Alpha Investing 
Absolute Return with Alpha 
Caveat Emptor 
Expanding Alpha 

Beyond the Traditional 
Emerging Markets
Commodities 
Alternative Investments 
Absolute Return and Opportunistic Profits