Biggs on Finance, Economics, and the Stock Market: Barton's Market Chronicles from the Morgan Stanley Years -- Copyright -- Contents -- Acknowledgments -- Introduction -- Section 1: What's Old Is New Again -- Section 1A: Market History and the Long View -- In Search of History and a Word Processor That Works -- Kondratieff and the Long Cycle -- The Phony War -- Ancient History -- History, Market Deaths, and the Cult of the Equity -- Section 1B: Fire and Ice -- The Fire and Ice Debate -- Ice Creeps On -- A World Lit Only by Fire? -- Section 1C: Bubbles and Panics -- Manias, Panics, Crashes -- Tulipomania -- Anarchy -- Life on the Good Ship Swine -- The New New Thing -- When? -- Section 1D: Wars and Rumors of War -- The Last Supper -- The Beam That Broke the Camel's Back -- Bioterrorism and the Case for Higher P/E Ratios? -- Section 1E: Geopolitics -- Popcorn and the Decline of the West -- What Could Be Worse? -- Diary of Mikhail S. Gorbachev-Sunday, May 4, 1986 -- Close-Up -- Diary of Mikhail Gorbachev, May 1987 -- The Diary of Deng Xiaoping: Wistful and Wishful Musings -- Bottomless Pits and Nuts with Missiles -- Diary of Saddam Hussein -- Islamic Fundamentalism -- Section 2: Economics and Investing -- Section 2A: Economics and Policy -- The Evolution of the Supply Side -- The Tax Cut Misconception -- Running the Movie of the Seventies Backward -- The Piper Must Still Be Paid -- A World That Has Lived beyond Its Means -- The Valuation Dilemma for Equities -- The Old President with the Right Intuitions -- What Kind of People Are We? -- Emerging Markets Are Only for the Brave -- Section 2B: Investment Discipline & Tactics -- Discipline and Reading -- How to Lose the Winner's Game -- You Gotta Believe -- Section 2C: Market Psychology and Investing Philosophy -- Contrarianism -- Electronic War Rooms and Lying in the Sun.

God Is a Mathematician? The Fibonacci Numbers -- Beware of Linear Thinkers: Chaos on the Upside -- How George Soros Makes Money: The Theory He Says Guides Him -- The Horse Whisperers -- Mr. Market Is a Manic-Depressive -- Section 2D: Alternative Investments -- Filthy Lucre -- The Bull Market in Art: Mania or Magnificent Obsession? -- Jewelry Is a Girl's Best Friend -- Section 2E: Market Predictions -- First Class on the Titanic -- "It's a Bull Market, You Know . . ." -- Beware the Conventional Wisdom . . . -- Dear Diary: Up with Which I Have to Put -- Praise the Lord and Pass the Ammunition -- "Even Monkeys Fall from Trees" -- Big Fish Do Not Live in Small Ponds -- Section 3: The Global View -- Section 3A: China and Hong Kong -- Buy Hong Kong -- Own Hong Kong Big -- More on China -- China: "The New Emperors" and the Risk/Reward Equation -- How Fast Is China Really Growing? -- China Tales -- A China Traveler's Tales -- China Cooling, Us Heating -- Section 3B: India -- India Tilts to the Right and the Stock Market Explodes -- India for the 1990s -- Great Expectations -- India: You Have to Go There to Understand -- Section 3C: Japan -- More on Japan -- Long Trips -- Japan Inc. Wants a Higher Yen -- Japan Bought High and Will Sell Low -- Section 3D: Europe, Middle East, Africa -- In the Eye of the Storm -- You Gotta Own Some Germany -- Militant Fundamentalism Spoils the Middle East Story -- Section 3E: Latin America -- South America for the Nineties -- No More Siestas -- Argentina: The Magic Show -- Buy Mexico and Brazil -- Case Study: Peru -- Mexico Will Make It -- Mexico: Virtuous or Vicious Circle? -- Brazil: An Act of Faith -- Section 3F: East Asia -- The Best-Managed Country in the World -- Korea: Fat Premiums, Thin Pickings -- Camelot -- Letter from Myanmar -- Victory Has a Thousand Fathers -- Section 3G: Emerging Markets Roundup.

A Bigger, Faster World -- Jewel in the Portfolio -- Section 4: Characters and Culture -- Section 4A: Lunches with Luminaries -- Investment Alchemy -- Lunch with the Global Investor -- Vanity Fair -- Heroine Worship -- Poker Games on the Titanic and Sir John -- Section 4B: Jim the Trigger -- The Summer of 83 -- The Trigger Comes Back for Lunch -- U3 or "Many Shall Be Restored That Are Now Fallen and . . ." -- The Trigger Finds an Arb -- The Trigger Comes to Lunch -- Investment Life Its Own Self -- A Country of His Own -- Talking Technology with Jim the Trigger -- Section 5: Travelogues -- Africa -- The Idaho High Country -- Making a New High on Your Own Time -- Stretching the Mid-Life Envelope -- Japanese Landscapes -- The Snows of Kilimanjaro -- Pitfalls in Tokyo, Sand Traps in Colorado -- Section 6: Books and Letters -- Section 6A: Book Reviews -- "Groupthink" and What to Do about It -- Captain Money and the Golden Girl Ponzi -- The Alchemy of Finance -- I Wish We Didn't Have to Play for George Steinbrenner -- Noise and Babble -- Section 6B: Biggs's Reading List -- Too Much to Read -- "Books, We Know, Are a Substantial World . . .".