Capital Returns
Investing Through the Capital Cycle - A Money Manager’s Reports 2002-15
2015
Framework
by
Edward Chancellor
2015
A framework-driven book by financial historian and journalist Edward Chancellor that explores the capital cycle—the movement of capital into and out of industries—and how investors can use it to generate above-average returns. Chancellor illustrates these concepts through real-world investment reports by Marathon Asset Management from 2002 to 2014.
Jermaine's Notes
July 2023
Interesting take on the commodity supercycle. Helpful emphasis on analyzing supply over demand. Solid overview of cycles—pairs well with Howard Marks’ Mastering the Market Cycle. Chancellor also wrote The Price of Time and Devil Take the Hindmost. Read 2015 hardcover
Connected Books
The Price of Time
February 2024
The history of interest rates and their impact. This book reveals the hidden risks of artificially low interest rates, including economic instability and misallocation of capital – crucial knowledge for navigating today's business environment.
Mastering The Market Cycle
July 2023
December 2024
Framework billionaire debt investor and Oaktree Capital founder Howard Marks uses to understand and navigate the financial markets and the cycles in them. This book outlines how human psychology and patterns influence those markets and economics.
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