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A terrific article about the influence The Santa Fe Institute has had in challenging the assumptions of classical economics and introduced innovative ideas about how markets behave, including the stock market. The article features Michael Mauboussin and super-investor Bill Miller.
Where Great Ideas Come From - SmartMoney, February 2004
A profile of Michael in the Bottom Line newsletter in February 2006:
What Babe Ruth and Blackjack Can Teach Us About Investing
The two authors have written additional analysis in the form of published research reports and essays. We have divided the reports into three subgroups.
Michael continues to publish important research reports in his new role at Legg Mason Capital Management. A listing of those essays can be found here: Mauboussin on Strategy
One more great source of information relating to creatively thinking about investing is Michael Mauboussin's:
This page was last updated on 03/21/08. |