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  • The 3-D Hurricane and the New Normal*

    Today’s Outside the Box is from an old friend, but one who is new to my readers. Jason Hsu is a partner at Research Affiliates and helped create the Fundamental Indexes with Rob Arnott. Starting at Cal Tech, he went on to a PhD in economics, and is now a professor at UCLA and teaches in China and Taiwan. Wins all sorts of awards and has won the Rising Star of Hedge Funds award. In short, he is really smart.

    He sent me this piece last week, and I asked if I could use it. He graciously acceded. It is on what Jason and Rob call “the 3-D Hurricane of Debt, Deficits and Demographics.”

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