The anatomy of financial crises across centuries using the Minsky-Kindleberger model: displacement, credit expansion, euphoria, critical stage, and revulsion. The pattern repeats with eerie consistency because it's driven by human psychology, not specific instruments. More academic than Mackay, but with a proper economic framework that actually explains the mechanism of contagion.

The case for it, the case against, and the rest of the canon open with Pro.