The Investor's Shelf — one person
EC
Edward Chancellor
Financial historian and investment strategist; formerly Lazard Brothers, GMO and Breakingviews; columnist, Reuters Breakingviews
Devil Take the Hindmost remains the standard history of speculative bubbles, and The Price of Time did the same job for interest rates.
5 books of their own · 53 articles
Books they wrote 5
· 1999 · Open Library unreachable during build; every openlibrary.org query failed with connection errors
· 2004 · Edited by Chancellor; the reports are Marathon Asset Management's client letters
· 2005 · Listed on his own site; Open Library unreachable during build
· 2015 · Edited by Chancellor; collects Marathon Asset Management's investment reports
· 2022 · Open Library unreachable during build; title confirmed on edwardchancellor.com
Letters
www.edwardchancellor.com/articles
Chancellor writes no letters and has no letter archive. His own site, edwardchancellor.com/articles, is a single-page index of everything he has published recently - the fortnightly Reuters Breakingviews column, Wall Street Journal and Times Literary Supplement book reviews, New York Review of Books essays, Wired, Institutional Investor and GMO pieces - and all 53 items it lists appear under articles. His Reuters author page is reuters.com/authors/edward-chancellor/. His GMO white papers, written while he was on GMO's asset-allocation team, sit under GMO's own byline in gmo.com/research-library.
Articles and essays 53
- Valuing AI: Extreme Bubble, New Golden Era, or BothGMO, 2026
- Old national debt warnings are new againReuters Breakingviews, 2026
- Momentum trade is market's short-term steamrollerReuters Breakingviews, 2026
- AI fight exposes Silicon Valley's mimetic flawReuters Breakingviews, 2026
- Galbraith's bezzle lurks beneath the AI frenzyReuters Breakingviews, 2026
- Hidden persuaders: when behavioural economics meets politicsTimes Literary Supplement, 2026
- Passive investors actively pump market bubbleReuters Breakingviews, 2026
- Why it's too late to jump on the chip bandwagonReuters Breakingviews, 2026
- Survival tips from Britain's oldest bankReuters Breakingviews, 2026
- Markets have poor scorecard for spotting AI losersReuters Breakingviews, 2026
- Why investors can still believe in mean reversionReuters Breakingviews, 2026
- The debt supercycle has reached its final legReuters Breakingviews, 2025
- 'Meltdown' Review: A Failure of OversightThe Wall Street Journal, 2025
- Gold's bubble behaviour may signal paradigm shiftReuters Breakingviews, 2025
- Social media explains why markets keep going crazyReuters Breakingviews, 2025
- Stock market frenzy is a louder echo of the 1990sReuters Breakingviews, 2025
- How a stock market collapse can lead to a slumpReuters Breakingviews, 2025
- There's no such thing as a 'good' bubbleReuters Breakingviews, 2025
- AI investment bubble inflated by trio of dilemmasReuters Breakingviews, 2025
- Inflation defences are no match for debt burdenReuters Breakingviews, 2025
- 'Inflation' Review: The Price of Cheap MoneyThe Wall Street Journal, 2025
- Big Booze can sweat off its multi-year hangoverReuters Breakingviews, 2025
- Why green investors keep getting carried awayReuters Breakingviews, 2025
- Unloved emerging markets are due a revivalReuters Breakingviews, 2025
- King Dollar's shaky throneTimes Literary Supplement, 2025
- China's stock market favours foxes over hedgehogsReuters Breakingviews, 2025
- Value investing is poised to rise from the deadReuters Breakingviews, 2025
- Gold's golden moment dazzles better-value rivalsReuters Breakingviews, 2025
- There's no easy escape from the US bubble economyReuters Breakingviews, 2025
- King Dollar's long reign is set to continueReuters Breakingviews, 2025
- Trump's confidence-sapping policies echo the 1930sReuters Breakingviews, 2025
- Climate policy requires a more realistic approachReuters Breakingviews, 2025
- Buyout firms' equity-debt double act is creakingReuters Breakingviews, 2025
- 'House of Huawei' Review: The Path to DominanceThe Wall Street Journal, 2025
- The VC Funding Party Is OverWired, 2024
- CAPE FearReuters Breakingviews, 2024
- Gold surge adds glitter to tarnished minersReuters Breakingviews, 2024
- Inflation's not dead, just restingReuters Breakingviews, 2024
- China and India reveal emerging market mistakesReuters Breakingviews, 2024
- Modern capitalism's problem is too much prosperityReuters Breakingviews, 2024
- Victorian rail mania has lessons for AI investorsReuters Breakingviews, 2024
- A warning from history about large-cap stock boomsReuters Breakingviews, 2024
- Japan has ways to avoid a sovereign debt crunchReuters Breakingviews, 2024
- Japan's new widowmaker trade may have shorter lifeReuters Breakingviews, 2024
- Economic hard landing is delayed but not cancelledReuters Breakingviews, 2024
- Growth: A ReckoningTimes Literary Supplement, 2024
- 'To Make A Killing' Review: The Wheat King's Lost HarvestThe Wall Street Journal, 2024
- The NaturalistThe New York Review of Books, 2023
- The future of interest rates is more surprisesReuters Breakingviews, 2023
- Japan has become a gold mine for value investorsReuters Breakingviews, 2023
- China's leaders speed towards JapanisationReuters Breakingviews, 2023
- Wall Street is firmly in WonderlandReuters Breakingviews, 2020
- Ponzi NationInstitutional Investor, 2007