Footnotes

 

 

1.    World Bank statistics, nominal GDPs, 1960 and 2022.

 

     1a   This essay gets to a very crucial idea, central to all analysis. According to a Washington Post writer, “…we evolved to survive in the world, not necessarily to understand it.” What we therefore study in school is a set of disciplines, slices of reality. Once we get out of school, we encounter complexity (and all sorts of human motivations) and markets!

 

We thought that we could, once and for all, say the last word on markets. It turns out, changing markets will always have an infinite amount to say. But, and this is crucial, to handle complex markets it is necessary to have a consistent viewpoint. In our case, it is “value.”  And it is also true that, to make markets, value investors could not exist without momentum investors, and vice-versa. Free markets should make people very tolerant, as was the intent of the Enlightenment and the drafters of the U.S. Constitution.

 

2.    Peter Heather, John Rapley; “Why Empires Fall”; Yale University Press, London; 2023; p.p. 33-34.

Mr. Heather is an historian at King’s College, London. Mr. Rapley is a political economist at the University of Cambridge. The viewpoints of a historian and an economist result in a very realistic book.

 

A 12/23 N.Y. Metropolitan Museum exhibit, Africa and Byzantium, adds another dimension to Roman history. In 416 A.D., St. Augustine asked his congregation in Carthage (now modern Tunisia), “Who now knows which peoples of the Roman empire are what, since all have become Romans…”  “For almost 700 years, some of the Roman and Byzantine empires’ wealthiest, most important provinces were in Egypt and northern Africa…”

 

3.    Dan Jones; “Powers and Thrones”; Viking; United States; 2021; p.p. 38-39.

 

4.    Heather & Rapley, p. 103.

 

5.    Ibid., p. 104.

 

6.    Ibid., p. 109.

 

7.    Ibid., p. 164.

 

8.    Ibid., p. 137.

 

9.    Danielle Allen; “Justice by Means of Democracy”; The University of Chicago Press; Chicago; 2023; p. 20.

 

10. Ibid., p. 21.

 

11. Ibid., p. 21.

 

12. Ibid., p. 30.

 

13. Ibid., p. 201.

 

14. Ibid., p. 208.

 

15. Ibid., p. 203.

 

16. Ibid., p. 206.

 

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