jasonhsu.org
UCLA EMBA - Jason Hsu
http://www.jasonhsu.org/ucla-emba.html
Where in the World are Anderson MFEs? The UCLA MFEs @Research Affiliates. Finance Industry (Job) Landscape. 2013) 466A Course Website. UCLA EMBA 466A Financial Policy for Managers. 1) Lecture #1 Slides. Articles on arbitrage opportunities, mispricing and implications for market efficiency:. By Andrei Shliefer (WSJ Article which touches on the Royal Dutch and Shell mispricing). Can the Market Add and Subtract? By O Lamont and R. Thaler (a short Op-Ed piece on 3Com and Palm mispricing). By Jason C. Hsu.
jasonhsu.org
Random Photos - Jason Hsu
http://www.jasonhsu.org/random-photos.html
Where in the World are Anderson MFEs? The UCLA MFEs @Research Affiliates. Finance Industry (Job) Landscape. 2013) 466A Course Website. Jason Hsu, Macro Musings, Macroeconomics, Finance, Investing, Investments, Fundamental Index, RAFI, Economics, Consciousness Leadership, Research Affiliates,.
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Macro Musings by jason hsu: July 2012
http://blog.jasonhsu.org/2012_07_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Saturday, July 21, 2012. Many of us in the investment management business are fond of telling our clients that “hope is not a strategy.” Ironically, selling hope has worked out to be a fantastic strategy for investment managers. It may benefit investors to think twice about how much they want to pay for hope. The Statistics of Hope. This monkey is also likely to start a business ...
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Macro Musings by jason hsu: December 2011
http://blog.jasonhsu.org/2011_12_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Friday, December 30, 2011. This article is based, in part, on the English article " Are we worried about the wrong unemployment number? 近兩年來大多數的政治辭令，都集中在創造就業上。然而，社會大眾似乎並不清楚測量失業率的標準，各種失業率數據背後真正的意義，以及造成失業的原因。我是否真的應該如此的關心失業率? M 字型的社會，大學生與碩士生面臨的就業困難與社會新鮮人日益衰退的起薪，這是高居不下的循環性失業所衍生出的問題，還是過去20年不斷盤升的結構性失業所造成的問題? 但如何照顧被科技所取代的常態性失業人口，則頗具爭議性。若是提供這些結構性失業勞工長期的社會救濟，這有可能誘使其他有...就以上的論點看來，先進...
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Macro Musings by jason hsu: April 2012
http://blog.jasonhsu.org/2012_04_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Sunday, April 1, 2012. Should you be concerned about the U.S. government debt? What specifically makes high government debt-to-GDP bad? How much is “too much”? Does it matter who owns the debt? In this article, we review the basic economics of government debt financing to gain perspective on the consequences of high government debt levels. Govt Debt as % of GDP. On the surface, U...
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Macro Musings by jason hsu: November 2011
http://blog.jasonhsu.org/2011_11_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Wednesday, November 30, 2011. This article is based, in part, on the English article " Aging and retirement trends to create surprise shocks for global economies. 然而，唯一能讓多數已開發國家的貿易逆差持平（並增長）的方法，就是向新興市場國家大量借貸。從義大利與希臘的現況可知，已開發國家因財政惡化以及主權債信的降級，已不允許他們再有更多的借貸行為。 相反的，目前已開發國家政府與民間退休儲備率出現急劇短缺的困境，除日本的民間儲蓄率能達到標準之外，歐美各國的國民存款普遍嚴重不足，且歐美日國家的政府養老年金與社會保險年金，亦有嚴重缺...但不幸的是，不良的管理和不協調的制度設計ʌ...
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Macro Musings by jason hsu: January 2012
http://blog.jasonhsu.org/2012_01_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Saturday, January 28, 2012. Will the U.S. be like Japan? Japan is aging rapidly and is, already, one of the oldest countries in the world. The Japanese government is heavily in debt—more in debt than most European countries and the U.S. What can we learn from Japan? The Japanese Debt Situation. The Japanese Households and their retirement planning. In the last 20 years, the Japan...
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Macro Musings by jason hsu: June 2012
http://blog.jasonhsu.org/2012_06_01_archive.html
Macro Musings by jason hsu. This is one man's somewhat educated but definitely biased opinion about the affairs of this world. Sunday, June 10, 2012. Consumption Inequality vs. Income Inequality vs. Wealth Inequality. Let's examine the three kinds of inequalities, which exist in the modern market economy objectively, without the usual passion and prejudice commonplace in the popular press. Yes, we should be troubled by substantial consumption inequality. Are we really opposed to income inequality resulti...
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Jason Hsu's UCLA Anderson MFE 237H Class Website Optional Readings - Jason Hsu
http://www.jasonhsu.org/optional-readings.html
Jason hsu Jason Hsu, UCLA MFE, MFE 237H, Quantitative Asset Management Readings, Quantitative Equity Strategies. Where in the World are Anderson MFEs? The UCLA MFEs @Research Affiliates. Finance Industry (Job) Landscape. 2013) 466A Course Website. This Time It's Different. By Carmen Reinhart and Kenneth Rogoff. The Coming Generational Storm. By Laurence Kotlikoff and Scott Burns. The Big Short by Michael Lewis. Good Survey and Perspective Papers on "Big Ideas" in Finance:. A Survey of Behavioral Finance.
