The 1990s Boom-and-Bust: Learning the Wrong Lessons

http://www.trendmacro.com/system/files/reports/20011231TrendMacroGitlitzLuskin-HY.pdf
Donald L. Luskin
David Gitlitz
Monday, December 31, 2001
How can we hope to restore the prosperity of the 1990s when no one understands why it ended?