Introduction: Financial Asset Allocation—The Basics and My New Idea
1. Our All-Too-Human Investment Weaknesses
2. A Tool for Clearer Investment Thinking: Pictures of Facts
3. My Investment Valuation Tool: The Earnings Yield Model
4. Drivers of the Cash and Bond Earning Yields: The Time Value of Money and Inflation
5. Drivers of the Stock Earnings Yield: Market Risk and Earnings Growth
6. How Debt Growth Drives Economic Cycles
7. What Doesn’t Drive Economic Cycles
8. The Great Modernization: How Debt Became a Key Driver of US Economic and Investment Cycles
9. Applying What You’ve Learned: An Asset Allocation Plan for Today
10. How to Be a Debt Cycle Investor in the Years to Come
Acknowledgments
Index
About the Author
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