Resources

Books

"Crashed, How a Decade of Financial Crisis Changed the World" By Adam Tooze (Viking, 2018)

"Capitalism I America, A History" by Alan Greenspan and Adrian Wooldridge (Penguin Press, 2018)

"Misbehaving" by Richard H. Thaler (W. W. Norton & Company, 2015)

"Coined: The Rich Life of Money and How its History has Shaped Us" by Kabir Sehgal (Grand Central Publishing, 2015)

"The Social Life of Money" by Nigel Dodd (Princeton University Press, 2014)

"Debt:" The First 5000 Years by David Graeber (Melville House Publishing, 2014)

"The Antifragile" by Nassim Nicholas Taleb (Random House / NY, 2012)

"Thinking, Fast and Slow" by Daniel Kahneman (Farrar, Straus and Giroux / NY, 2011)

"The Investment Answer" by Daniel C. Goldie and Gordon S. Murray (Business Plus, 2011)

"The Elements of Investing" by Burton G. Malkiel and Charles D. Ellis (Wiley & Sons, Inc. 2010)

"Fault Lines" by Raghuram G. Rajan (Princeton University Press, 2010)

"This Time is Different: Eight Centuries of Financial Folly" by Carmen M. Reinhart and Kenneth S. Rogoff (Princeton University Press, 2009)

"The Sages: Warren Buffett, George Soros, Paul Volker, and the Maelstrom of Markets" by Charles R. Morris (Public Affairs, 2009)

"The Myth of Rational Market: A History of Risk, Reward and Delusion on Wall Street" by Justin Fox (Harper Collins Publishers, 2009)

"The Wealth in Families" by Charles W. Collier (Harvard University, 2008)

"Predictably Irrational: The Hidden Forces that Shape Our Decisions" by Dan Ariely (Harper, 2008)

"The Black Swan: The Impact of the Highly Improbable" by Nassim Nicholas Taleb (Random House, 2007)

"Unconventional Success: A Fundamental Approach to Personal Investment" by David F. Swensen (Free Press, 2005)

"Freakonomics" by Steven D. Levitt and Stephen J. Dubner (William Morrow, 2005)

"Fooled by Randomness" b Nassim Nicholas Taleb (Random House, 2004)

"Asset Prices and Portfolio Choice," William F. Sharpe; Princeton Lectures in Finance, May 2004 (www.stanford.edu/~wfsharpe/art/princeton/prince0.htm)

"The New Financial Order" by Robert J. Shiller (Princeton University Press, 2003)

"Extraordinary Popular Delusions and the Madness of Crowds" by Charles Mackay (Harmony Books, 1980)

Articles:

Tax-Efficient Investing:

"The Advantages of Tax-Managed Investing," Ludwig Chincarini and Daechwan; The Journal of Portfolio Management; Fall 2001.

"Equity Portfolio Structure and Design in the Presence of Taxes," David M. Stein; Journal of Wealth Management; Fall 2001.

"Loss Harvesting: What's It Worth to the Taxable Investor?" Robert D. Arnott, Andrew L. Berkin, and Jia Ye; The Journal of Portfolio Management; Spring 2001.

Indexing:

"Determinants of Persistence in Relative Performance of Mutual Funds," David A. Volkman and Mark E. Wohar, The Journal of Financial Research, Vol. XVIII, No. 4, Winter 1995.

"Does Historical Performance Predict Future Performance," Ronald N. Kahn and Andrew Rudd, BARRA Newsletter, Spring 1995.

"Do Winners Repeat?," William N. Goetzmann and Roger G. Ibbotson, The Journal of Portfolio Management, Winter 1994.

"The Judgment of Economic Science On Rational Portfolio Management: Indexing, Timing, and Long-Horizon Effects," Paul A. Samuelson, The Journal of Portfolio Management, Fall 1989.

"Challenge to Judgment," Paul A. Samuelson, The Journal of Portfolio Management, Fall 1974.

"Efficient Capital Markets: A Review of Theory and Empirical Work," Journal of Finance, May 1970.

"Capital Asset Prices: a Theory of Market Equilibrium Under Conditions of Risk," William F. Sharpe, Journal of Finance, September 1964.

"Portfolio Selection," Harry M. Markowitz, Journal of Finance, March 1952.

Survivorship Bias:

"Survivorship Bias and Mutual Fund Performance," Edwin J. Elton, Martin J. Gruber and Christopher R. Blake, The Review of Financial Studies, Vol. 9, No. 4, 1996, pp. 1097-1120.