The Great Reflation: How Investors Can Profit from the New World of Money

Acknowledgments

A number of people have been extremely helpful in putting this book together and, from a longer-term perspective, shaping my views and educating me. In particular, I want to thank former colleagues at the Bank Credit Analyst. Warren Smith read the whole manuscript, and his insights, wisdom, and outside-the-box thinking made this a better book. Chen Zhao, Francis Scotland, Martin Barnes, Dave Abramson, and Mark McClellan, through various conversations and brainstorming over many years, have provided thoughtful insights and tremendous intellectual stimulation. I am extremely grateful to BCA Research Inc. for granting permission to access BCA's impressive database and software capabilities for charts and data, and to quote and use old BCA material.

I want to acknowledge the huge support I received from four other former colleagues at BCA. Cindy Jones, with whom I collaborated for many years, worked far beyond the call of duty in preparing charts and data of the highest standard—the only way she knows how to do things. Nicky Manoleas, with whom I also worked closely for many years as well, was totally supportive and helpful at all times. Ron Torrens, the fixed-income specialist at BCA, provided a lot of help on interest rate issues and data. Jane Patterson, BCA's tireless, good-natured, and knowledgeable librarian, was very supportive in tracking down material for me on short notice and made my life much easier.

I also want to thank and acknowledge my colleagues at Boeckh ...