Reading List

Asset Allocation

Endowment Investing

History of Markets

Stock Distributions

Market Bubbles

Behavioral Psychology and Evolutionary Biology

Hedge Funds

Profiles of Fund Managers

Quantitative and Technical Analysis

Private Equity

Research

Often, I link to research papers and other sites of interest.  They are categorized below:

Tactical Asset Allocation & Market Timing

Macro

Portfolio Theory

Hedge Funds + Private Equity

Randoms

Stock Picking

Commodities

Price Distributions

Hedge Fund Managers

Behavioral Finance

13Fs

Newsletters

Data