The Four Pillars Of Investing Part 13

Bernstein, Peter L., The Power of Gold. The Power of Gold. Wiley, 2000. Wiley, 2000.

Erb, Claude B., Harvey, Campbell R., and Viskanta, Tadas E., "Political Risk, Economic Risk, and Financial Risk." Financial a.n.a.lysts Journal, Financial a.n.a.lysts Journal, November/December 1996. November/December 1996.

Fama, Eugene F., and French, Kenneth R., "The Cross-Section of Expected Stock Returns." Journal of Finance, Journal of Finance, June 1992. June 1992.

Fama, Eugene F., and Kenneth R. French, "Value versus Growth: The International Evidence." Journal of Finance, Journal of Finance, December 1998. December 1998.

Homer, Sidney, and Sylla, Richard, A History of Interest Rates. A History of Interest Rates. Rutgers University, 1996. Rutgers University, 1996.

Ibbotson, Roger G., and Brinson, Gary P., Global Investing. Global Investing. McGraw-Hill, 1993. McGraw-Hill, 1993.

Jorion, Philippe, and Goetzmann, W., "Global Stock Returns in the Twentieth Century." Journal of Finance, Journal of Finance, June 1999. June 1999.

Keynes, John M., The Economic Consequences of the Peace. The Economic Consequences of the Peace. Harcourt Brace, 1920. Harcourt Brace, 1920.

Modigliani, Franco, and Miller, Merton H., "The Cost of Capital, Corporation Finance, and the Theory of Investment." American Economic Review, American Economic Review, Vol. 48, No. 3 (June) 1958. Vol. 48, No. 3 (June) 1958.

Nocera, Joseph, A Piece of the Action. A Piece of the Action. Simon and Schuster, 1994. Simon and Schuster, 1994.

Norwich, John J., A History of Venice. A History of Venice. Alfred A. Knopf, 1982. Alfred A. Knopf, 1982.

Siegel, Jeremy J., Stocks for the Long Run. Stocks for the Long Run. McGraw-Hill, 1998. McGraw-Hill, 1998.

Strouse, Jean, Morgan: American Financier. Morgan: American Financier. Random House, 1999. Random House, 1999.

Chapter 2.

Bogle, John C., Common Sense on Mutual Funds. Common Sense on Mutual Funds. Wiley, 1999. Wiley, 1999.

Chancellor, Edward, Devil Take the Hindmost. Devil Take the Hindmost. Penguin, 1999. Penguin, 1999.

Clayman, Mich.e.l.le, "In Search of Excellence: The Investor's Viewpoint." Financial a.n.a.lysts Journal. Financial a.n.a.lysts Journal. May/June 1987. May/June 1987.

Crowther, Samuel, and Raskob, John J., interview, Ladies' Home Journal. Ladies' Home Journal. August 1929. August 1929.

Ellis, Charles, Investment Policy: How to Win the Loser's Game. Investment Policy: How to Win the Loser's Game. Irwin, 1992. Irwin, 1992.

Fisher, Irving, The Theory of Interest. The Theory of Interest. Macmillan, 1930. Macmillan, 1930.

Graham, Benjamin, and Dodd, David, Security a.n.a.lysis: Principles and Techniques. Security a.n.a.lysis: Principles and Techniques. McGraw-Hill, 1934. Reprinted 1996. McGraw-Hill, 1934. Reprinted 1996.

Peters, Thomas J., and Waterman, Robert W. Jr., In Search of Excellence: Lessons from America's Best Companies. In Search of Excellence: Lessons from America's Best Companies. Harper Collins, 1982. Harper Collins, 1982.

Templeton, John, interview, Forbes. Forbes. 1995. 1995.

w.a.n.ger, Ralph, Acorn Funds Annual Report. Acorn Funds Annual Report. 1996. 1996.

Williams, John B., The Theory of Investment Value. The Theory of Investment Value. Harvard University Press, 1938. Harvard University Press, 1938.

Chapter 3.

Berks.h.i.+re Hathaway Annual Report, 2000.

Bernstein, Peter L., Against the G.o.ds. Against the G.o.ds. Wiley, 1996. Wiley, 1996.

Bernstein, Peter L., Capital Ideas. Capital Ideas. Macmillan, 1992. Macmillan, 1992.

Bogle, John C., John Bogle on Investing. John Bogle on Investing. McGraw-Hill, 2001. McGraw-Hill, 2001.

Brooks, John, The Go-Go Years. The Go-Go Years. Wiley, 1973. Wiley, 1973.

Clements, Jonathan, "Can Peter Lynch Live up to his Reputation?" Forbes, Forbes, April 3, 1989. April 3, 1989.

Clements, Jonathan, "Getting Going." The Wall Street Journal. The Wall Street Journal. April 10, 2001. April 10, 2001.

Dreman, David N., Contrarian Investment Strategy: The Psychology of Stock Market Success. Contrarian Investment Strategy: The Psychology of Stock Market Success. Random House, 1979. Random House, 1979.

Fama, Eugene, "The Behavior of Stock Prices." The Journal of Business. The Journal of Business. January 1965. January 1965.

Graham, John R., and Harvey, Campbell R., "Grading the Performance of Market Timing Newsletters." Financial a.n.a.lysts Journal, Financial a.n.a.lysts Journal, November/December 1997. November/December 1997.

Jensen, Michael C., "The Performance of Mutual Funds in the Period 194564." Journal of Finance, Journal of Finance, 1965. 1965.

Leinweber, David, "Stupid Data Miner Tricks." Annotated slide excerpts, First Quadrant Corporation.

Morningstar Principia Pro Plus, April 2001.

Nocera, Joseph, A Piece of the Action. A Piece of the Action. Simon and Schuster, 1994. Simon and Schuster, 1994.

Surz, Ronald, Unpublished data, 2001.

Chapter 4.

Brinson, Gary P., Hood, L. Randolph, and Beebower, Gilbert L., "Determinants of Portfolio Performance." Financial a.n.a.lysts Journal, Financial a.n.a.lysts Journal, July/August 1986. July/August 1986.

Brinson, Gary P., Singer, Brian D., and Beebower, Gilbert L., "Determinants of Portfolio Performance II: An Update." Financial a.n.a.lysts Journal, Financial a.n.a.lysts Journal, May/June 1991. May/June 1991.

French, Kenneth R, online data library. http://web.mit.edu/~kfrench/www Morningstar Principia Pro Plus, April 2001.

Chapters 5 and 6.

Ambrose, Stephen E., Undaunted Courage. Undaunted Courage. Simon and Schuster, 1996. Simon and Schuster, 1996.

Bary, Andrew, "Vertigo: The New Math Behind Internet Capital's Stock Price is Fearsome." Barrons, Barrons, January 10, 2000. January 10, 2000.

Brooks, John, Once in Golconda. Once in Golconda. Wiley, 1999. Wiley, 1999.

Chamberlain, Lawrence, and Hay, William W., Investment and Speculation. Investment and Speculation. New York, 1931. New York, 1931.

Chancellor, Edward, Devil Take the Hindmost. Devil Take the Hindmost. Penguin, 1999. Penguin, 1999.

Galbraith, John K., The Great Crash. The Great Crash. Houghton Mifflin, 1988. Houghton Mifflin, 1988.

Johnson, Paul M., The Birth of the Modern: World Society 18151830. The Birth of the Modern: World Society 18151830. Harper Collins, 1991. Harper Collins, 1991.

Kindleberger, Charles P., Manias, Panics, and Crashes. Manias, Panics, and Crashes. Wiley, 2000. Wiley, 2000.

Mackay, Charles, Extraordinary Popular Delusions and the Madness of Crowds Extraordinary Popular Delusions and the Madness of Crowds. Harmony Books, 1980.

Maddison, Angus, Monitoring the World Economy 1820-1992. Monitoring the World Economy 1820-1992. OECD, 1995. OECD, 1995.

Malkiel, Burton G., A Random Walk Down Wall Street. A Random Walk Down Wall Street. W. W. Norton, 1996. W. W. Norton, 1996.

Nocera, Joseph, A Piece of the Action. A Piece of the Action. Simon and Schuster, 1994. Simon and Schuster, 1994.

Ritter, Jay R., "The Long Run Performance of Initial Public Offerings." Journal of Finance, Journal of Finance, March, 1991. March, 1991.

Santayana, George, The Life of Reason. The Life of Reason. Scribner's, 1953. Scribner's, 1953.

Siegel, Jeremy J., Stocks for the Long Run. Stocks for the Long Run. McGraw-Hill, 1998. McGraw-Hill, 1998.

Smith, Edgar L., Stocks as Long Term Investments. Stocks as Long Term Investments. Macmillan, 1924. Macmillan, 1924.

Sobel, Dava, Longitude. Longitude. Walker & Co., 1995. Walker & Co., 1995.

Strouse, Jean, Morgan: American Financier. Morgan: American Financier. Random House, 1999. Random House, 1999.

White, Eugene N., ed., Crashes and Panics. Crashes and Panics. Dow Jones Irwin, 1990. Dow Jones Irwin, 1990.

Chapter 7.

Benzarti, S., and Thaler, Richard H., "Myopic Risk Aversion and the Equity Premium Puzzle." Quarterly Journal of Economics, Quarterly Journal of Economics, January 1993. January 1993.

Brealy, Richard A., An Introduction to Risk and Return from Common Stocks. An Introduction to Risk and Return from Common Stocks. M. I. T. Press, 1969. M. I. T. Press, 1969.

DeBondt, Werner F.M., and Thaler, Richard H., "Further Evidence On Investor Overreaction and Stock Market Seasonality." Journal of Finance, Journal of Finance, July 1987. July 1987.

Fuller, R.J., Huberts, L.C., and Levinson, M.J., "Returns to E/P Strategies; Higgledy Piggledy Growth; a.n.a.lysts Forecast Errors; and Omitted Risk Factors." The Journal of Portfolio Management, The Journal of Portfolio Management, Winter 1993. Winter 1993.

Kahneman, D., and Tversky, A., "Judgment under Uncertainty: Heuristics and Biases." Science, Science, September 1974. September 1974.

Lowenstein, Roger, "Exuberance is Rational." The New York Times, The New York Times, February 11, 2001. February 11, 2001.

Chapter 9.

Anonymous and Harper, Timothy, License to Steal. License to Steal. Harper Business, 1999. Harper Business, 1999.

Barber, Brad M., and Odean, Terrence, "Trading is Hazardous to Your Wealth: The Common Stock Performance of Individual Investors." Journal of Finance, Journal of Finance, April 2000. April 2000.

Ellis, Charles D., Winning the Loser's Game. Winning the Loser's Game. McGraw-Hill, 1998. McGraw-Hill, 1998.

Lewis, Michael, "Jonathan Lebed's Extracurricular Activities." The New York Times, The New York Times, February 24, 2001. February 24, 2001.

Nocera, Joseph, A Piece of the Action. A Piece of the Action. Simon and Schuster, 1994. Simon and Schuster, 1994.

Rothchild, John, A Fool and His Money, A Fool and His Money, Wiley, 1997. Wiley, 1997.

Schlarbaum, Gary G., Lewellen, Wilbur G., and Lease, Ronald C., "The Common-Stock Portfolio Performance Record of Individual Investors: 196470." The Journal of Finance, The Journal of Finance, May 1978. May 1978.