Select Bibliography
These books were useful in preparing this book, and are recommended to provide much extra background.
Chapter 1
Chancellor, Edward. Devil Take the Hindmost. New York, Farrar, Strauss and Giroux 1999.
Galbraith, J.K. The Great Crash 1929. Boston: Penguin, 1954.
Kindleberger, Charles and Robert Aliber. Manias, Panics and Crashes—A History of Financial Crises. 5th ed. New York: Wiley, 2005.
Chapter 2
Akerlof, George A. and Robert J. Shiller. Animal Spirits—How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism. Princeton, NJ: Princeton University Press, 2009.
Ariely, Dan. Predictably Irrational—The Hidden Forces That Shape Our Decisions. New York: Harper, 2008.
Mauboussin, Michael. Think Twice—Harnessing the Power of Counterintuition. Boston: Harvard Business Press, 2009.
Montier, James. Behavioural Investing—A practitioner’s guide to applying behavioural finance. Somerset, NJ.: Wiley Finance, 2007.
Chapter 3
Bernstein, Peter L. Capital Ideas Evolving. Somerset, NJ: Wiley, 2006.
Bogle, Jack. Common-Sense on Mutual Funds—New Imperatives for the Intelligent Investor. Somerset, NJ: Wiley, 1999.
Bogle, John C. The Little Book of Common-Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns. Somerset, NJ: Wiley, 2007.
Fox, Justin. The Myth of Rational Markets—A History of Risk, Reward, and Delusion on Wall Street. New York: Collins Business, 2009.
Malkiel, Burton G. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing New York: Norton, 2007.
Mandelbrot, Benoit and Richard L. Hudson. The (mis)Behavior of Markets—A Fractal View of Financial Turbulence. New York: Basic Books, 2004.
Smithers, Andrew. Wall Street Revalued: Imperfect Markets and Inept Central Bankers. Somerset, NJ: Wiley, 2009.
Chapter 4
Chernow, Ron. The Death of the Banker—The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor. New York: Random House, 1997.
Chapter 5
Grant, James. Mr. Market Miscalculates—The Bubble Years and Beyond. Edinburg, Virginia: Axios, 2008.
Greider, William. Secrets of the Temple. New York: Simon & Schuster, 1991.
Morris, Charles R. The Sages—Warren Buffett, George Soros, Paul Volcker and the Maelstrom of Markets. New York: Public Affairs, 2009.
Chapter 6
Beim, David O. and Charles W. Calomiris. Emerging Financial Markets. New York: McGraw Hill, 2001.
Van Agtmael, Antoine. The Emerging Markets Century—How a New Breed of World-Class Companies Is Overtaking the World. New York, Free Press, 2007.
Chapter 7
Burrough, Bryan and John Helyar. Barbarians at the Gate. New York: Arrow Books, 1990.
Lewis, Michael. Liar’s Poker. New York: W.W. Norton, 1989.
Stewart, James B. Den of Thieves. Riverside, New Jersey: Simon & Schuster, 1991.
Chapter 9
Chandler, Marc. Making Sense of the Dollar—Exposing Dangerous Myths about Trade and Foreign Exchange. New York: Bloomberg, 2009.
Chapter 10
Krugman, Paul. The Return of Depression Economics. New York: Norton, 2009.
Chapter 11
Mayer, Martin. The Fed—The Inside Story of How the World’s Most Powerful Financial Institution Drives the Markets. New York: Free Press, 2001.
Wallison, Peter J. and Bert Ely. Nationalizing Mortgage Risk: The Growth of Fannie Mae and Freddie Mac. Washington, DC: AEI Press, 2000.
Chapter 12
Lowenstein, Roger. When Genius Failed—The Rise and Fall of Long-Term Capital Management. Maryland: Random House, 2000.
Chapter 13
Shiller, Robert J. Irrational Exuberance. Princeton, NJ: Broadway Business, 2006.
Chapter 14
Goldman Sachs Economics Group. The World and The Brics Dream. New York: The Goldman Sachs Group Inc., 2006.
Chapter 15
Yergin, Daniel. The Prize: The Epic Quest for Oil, Money and Power. New York: Free Press, 2008.
Chapter 16
Morris, Charles R. The Two Trillion Dollar Meltdown: Easy Money, High Rollers and the Great Credit Crash. New York: Public Affairs, 2009.
Tett, Gillian. Fool’s Gold—How the Bold Dream of a Small Tribe at J.P. Morgan Was Corrupted by Wall Street Greed and Unleashed a Catastrophe. New York: Free Press, 2009.
Zuckerman, Gregory. The Greatest Trade Ever—The Behind-the-Scenes Story of how John Paulson Defied Wall Street and Made Financial History. New York: Broadway Business, 2009.
Chapter 17
Barbera, Robert J. The Cost of Capitalism—Understanding Market Mayhem and Stabilizing Our Economic Future. New York: McGraw Hill, 2009.
Minsky, Hyman. John Maynard Keynes. New York: McGraw Hill, 2008.
Chapter 18
Bookstaber, Richard. A Demon of Our Own Design—Markets, Hedge Funds and the Perils of Financial Innovation. New York: John Wiley & Sons, 2007.
Lo, Andrew. Hedge Funds: An Analytic Perspective (Advances in Financial Engineering). Princeton, NJ: Princeton University Press, 2008.
Chapter 19
Gorton, Gary B. Slapped By The Invisible Hand—The Panic of 2007. New York: Oxford University Press, 2010.
Wessel, David. In Fed We Trust—Ben Bernanke’s War on the Great Panic. New York: Crown Business, 2009.
Chapter 20
Brummer, Alex. The Crunch: Uncovering the Truth Behind the Great Credit Scandal. London: Random House UK, 2008.
Kelly, Kate. Street Fighters—The Last 72 Hours of Bear Stearns, the Toughest Firm on Wall Street. New York: Portfolio, 2009.
Milne, Alistair. The Fall of the House of Credit—What Went Wrong in Banking and What Can Be Done to Repair the Damage? New York: Cambridge University Press, 2009.
Peston, Robert. Who Runs Britain...and who’s to blame for the economic mess we’re in. London: Hodder, 2008.
Chapter 21
Dumas, Charles. China and America—A Time of Reckoning. London: Profile Books, 2008.
Soros, George. The New Paradigm for Financial Markets—The Credit Crisis of 2008 and What it Means. New York: Public Affairs, 2008.
Chapter 22
Gasparino, Charles. The Sellout—How Three Decades of Wall Street Greed and Government Mismanagement Destroyed the Global Financial System. New York: Harper Business, 2009.
Sorkin, Andrew Ross. Too Big To Fail—The inside story of how Wall Street and Washington fought to save the financial system—and themselves. New York: Viking, 2009.
Chapter 24
Arnott, Robert, et al. The Fundamental Index: A Better Way to Invest. New York: Wiley, 2008.
Dimson, Elroy, Paul Marsh, and Mike Staunton. Triumph of the Optimists: 101 Years of Global Investment Returns. Princeton, NJ: Princeton University Press, 2002.
El-Erian, Mohamed. When Markets Collide: Investment Strategies for the Age of Global Change. New York: McGraw Hill, 2008.
Siegel, Jeremy. Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long Term Investment Strategies. 4th ed. New York: McGraw Hill, 2007.
Chapter 27
Bruner, Robert F. and Sean D Carr. The Panic of 1907—Lessons Learned from the Market’s Perfect Storm. New York: Wiley, 2007.
Napier, Russell. Anatomy of the Bear—Lessons from Wall Street’s Four Great Bottoms Hong Kong: CLSA Books, 2005.
Thaler, Richard H. and Cass R. Sunstein. Nudge—Improving Decisions About Health, Wealth and Happiness. New York: Penguin, 2009.