Books
Updated: August 5, 2007.
New Search Feature
I have added a new search feature at the bottom of this page. It includes an index and a site map.
David Dreman’s Blockbuster
This is the best investment book that I have ever read.
David Dreman’s Blockbuster
Lowell Miller’s Single Best Investment
If I had to select only two investment books, my first choice would be David Dreman’s The Contrarian Investment Strategies: The Next Generation. My other choice would be Lowell Miller’s Single Best Investment.
Lowell Miller’s Single Best Investment
Excerpts from Single Best Investment
James O’Shaughnessy’s books
James O’Shaughnessy has written a couple of excellent books.
James O’Shaughnessy’s books
Unexpected Returns
Ed Easterling makes a powerful case that we are in a secular bear market. He approaches this issue from several different, but complementary starting points.
Unexpected Returns
Dynamic Portfolio Theory and Management
This book describes dynamic portfolio allocation. We don't do it.
Dynamic Portfolio Theory and Management
Bull’s Eye Investing
John Maldin presents the views of others, adds his own remarks and presents a consistent theme.
Bull’s Eye Investing
Passion Saving
I reviewed an early draft copy of Passion Saving. I called it a blockbuster then. I call it a blockbuster now.
Passion Saving
Passion Saving Book Review by Writer’s Helper
Fooled by Randomness
I found a lot of common ground when I read Fooled by Randomness.
Fooled by Randomness
Managing Downside Risk in Financial Markets
Managing Downside Risk in Financial Markets by Frank Sortino and Stephen Satchell describes methods that are light-years ahead of traditional Mean-Variance Optimization.
Managing Downside Risk in Financial Markets
Wealth Odyssey
Larry Frank Sr. wrote Wealth Odyssey to fill a need. People need to see the big picture.
Wealth Odyssey
Yes, You Can Time the Market!
Ben Stein and Phil DeMuth are right. You really can time the market. Numbers crunching is secondary. The real value of this book is in the sound thinking of the authors.
Yes, You Can Time the Market!
Trouncing the DOW
I do not expect Kenneth Lee’s Trouncing the DOW to be as successful in the future as it has been in the past, on paper. Yet, it is a winning strategy. It makes sense.
Trouncing the DOW
Evidence-Based Technical Analysis
Evidence-Based Technical Analysis is a great overview. It deserves a general audience, not restricted to technical analysis and not restricted to data analysis.
Professor David Aronson explains the scientific method and how to analyze data. He has great quotes discrediting the Efficient Market Hypothesis. He presents several important observations from Behavioral Finance.
I have added my own thoughts as to how to improve the power of Professor Aronson’s statistical tests.
Evidence-Based Technical Analysis
Predicting the Markets of Tomorrow
Just buy the book.
Then read what Rob Bennett posts at his PassionSaving site and what I write at this site.
This is not James P. O’Shaughnessy’s best book. That was “What Works on Wall Street.” It is his most timely. It tells you what you need to know today.”
Predicting the Markets of Tomorrow