[  This is a personal non-profit online research library and is solely used by Scott Bryan Hill.  Some of the links on this page lead to outside resources and the presence of these links should not be taken as an endorsement.  ]

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

( Symbol Guide )

 [ A ]

Arnott, Robert, D.

Is Our Industry Intellectually Lazy?, Robert D. Arnott, Financial Analysts Journal, 2004.

 [ B ]

Bass, Bill

Hayman Advisors (J. Kyle Bass) October 2, 2009

Hayman Advisors (J. Kyle Bass) October 2008

Hayman Advisors (J. Kyle Bass) March 2, 2009

Bernanke, Ben S.

Money, Gold, and the Great Depression, Remarks by Governor Ben S. Bernanke, At the H. Parker Willis Lecture in Economic Policy, Washington and Lee University, Lexington, Virginia, March 2, 2004.

Asset-Price "Bubbles" and Monetary Policy, Remarks by Governor Ben S. Bernanke, Before the New York Chapter of the National Association for Business Economics, New York, New York October 15, 2002.

On Milton Friedman's Ninetieth Birthday, Remarks by Governor Ben S. Bernanke, At the Conference to Honor Milton Friedman, University of Chicago, Chicago, Illinois November 8, 2002.

Bernstein, William

Efficient Frontier: We tend to think of the modern securities market as a wondrous newfangled machine, but in fact there’s nothing new under the sun: There are nearly continuous records of bond prices in Europe going back to the 13th century, and stock prices have been quoted in France for well over 500 years.

Bogle, John

Bogle Center: The Bogle Financial Markets Research Center, established on January 1, 2000, will support Vanguard founder John C. Bogle's ongoing work on behalf of investors. Since he stepped down as Chief Executive Officer of The Vanguard Group in 1996, Mr. Bogle has been studying, writing, and speaking about issues related to the financial markets and mutual funds.

Corporate Governance:  What's Next?, John C. Bogle, The Vanguard Group, Chicago, Illinois, March 10, 2005.  Seminar

Has Your Fund Manager Betrayed Your Trust? - Consider the “Stewardship Quotient, John C. Bogle, The Vanguard Group, The American Institute of Certified Public Accountants, Las Vegas, NV, January 5, 2004.  Seminars

“It’s An Ill Wind That Blows No Good” - How The Mutual Fund Scandals Will Serve Fund Owners, John C. Bogle, The Vanguard Group, Before the Society of American Business Editors and Writers Personal Finance Workshop, Denver, Colorado, October 27, 2003.  Seminars

The Policy Portfolio in an Era of Subdued Returns, John C. Bogle, Founder and Former CEO The Vanguard Group Before The Investment Analysts Society of Chicago and The Ennis Knupp Client Conference Chicago, IL, June 5, 2003  Seminar

The Mutual Fund Industry in 2003: Back to the Future, John C. Bogle, The Vanguard Group, Harvard Business School Association of Boston, Boston, Massachusetts, January 14, 2003.  Seminars

The Investment Dilemma of the Philanthropic Investor, John C. Bogle, The Vanguard Group, October 31, 2002.  Seminar

Financial Intermediaries: How We Can Profit From the Experience of Corporate America, John C. Bogle, The Vanguard Group, October 14, 2002.  Seminar

The Telltale Chart, John C. Bogle, The Vanguard Group, June 26, 2002.  Seminar

Just When We Need it Most,  John C. Bogle, The Vanguard Group, Before the New York Society of Security Analysts, New York City, NY, February 14, 2002.  "So today I'd like to briefly examine six issues related to corporate governance:1) The happy conspiracy to give stock prices primacy over corporate value, 2) Managed earnings, a major manifestation of this conspiracy, .3) Inflated return assumptions on corporate pension plans, 4) Executive compensation, based on inappropriate standards, 5) Independence of accounting firms. And, 6) the structure of corporate retirement plans."  Seminar

Three Odysseys—The Long Adventurous Journeys of the Stock Market, the Mutual Fund Industry, and Vanguard, John C. Bogle, The Vanguard Group, The Wisemen, New York City, New York, November 15, 2001.  Seminars

Three Challenges of Investing:  Active Management, Market Efficiency, and Selecting Managers, John C. Bogle, The Vanguard Group, A Dialogue with Barr Rosenberg Chairman, Boston, Massachusetts, October 21, 2001.  Seminars

A Tale of Two Markets, John C. Bogle, The Vanguard Group, Trinity University Policymaker Breakfast Series, San Antonio, Texas, April 16, 2001.  Seminars

After the Fall: What's Next for the Stock Market and the Mutual Fund Industry?, John C. Bogle, The Vanguard Group, Financial Markets Research Center at the National Press Club, March 21, 2001.  Seminars

Nothing Fails Like Success: The Investment Implications Of The Great Mutual Fund Boom. John C.Bogle, The Vanguard Group, Before The Contrary Opinion Forum, Vergennes, Vermont October 3, 1997.  Seminar

Buffett, Warren

Berkshire Hathaway:  Official Homepage - For Full Annual Report - Click Here

A Borrowing Deal Worthy of a Billionaire, Allen Sloan, The Washington Post, April 6, 2003.

What Worries Warren, Fortune, March 3, 2003.

Warren Buffett: The Oracle of Everything, Warren Buffett has been Right About the Stock Market, Rotten Accounting, CEO Greed, and Corporate Governance. The Rest of Us are Just Catching on, Andy Serwer, Fortune Magazine, November 11, 2002.

Mr. Buffett on the Stock Market, Carol Loomis, Fortune Magazine, Monday, November 22, 1999.

Warren Buffett on the Stock Market, Carol Loomis, Fortune Magazine, Monday, December 10, 2001.

The Value Machine:  Warren Buffett's Berkshire Hathaway is on a buying binge. You were expecting stocks?, Carol J. Loomis, Fortune Magazine, February 19, 2001.

Bill and Warren Show, Brent Schlender, Fortune Magazine, July 20, 1998.

Synthesized Warren Buffett Lecture on Bonds, Bud Labitan pieced this together as a personal study on bonds.  It is composed of selected bond sections from Warren Buffett's letters to shareholders, and it is intended to highlight Warren Buffett's views on bond investing.

Warren Buffett's Still-Golden Touch:  The Wizard Of Omaha's Magic Is Alive And Well; Amazingly, Berkshire Hathaway's Best Days Might Still Lie Ahead, Andrew Bary, Barron’s, August 11, 2003.

 Waiting Game: Unable To Find Bargains, Warren Buffett Is Making A Pitch For Patience, Andrew Barry, Barron’s, October 27, 2003.

America's Growing Trade Deficit Is Selling the Nation Out From Under Us. Here's a Way to Fix the Problem—And We Need to Do It Now, Warren Buffett, Fortune, October 26, 2003.

Buffett Expects Markets to Get Worse, Jon Ashworth, The UK Times, September 26, 2002.

Notes on Mr. Buffett and Berkshire Hathaway (SBH)

Damn Right  (Charlie Munger)

Charlie Munger on Institutional Funds Management, Speech of Charles T. Munger, Vice Chair, Berkshire Hathaway, at Miramar Sheraton Hotel, Santa Monica, CA, on October 14, 1998, to a meeting of the Foundation Financial Officers Group sponsored by The Conrad Hilton Foundation.

Warren Buffett, Unplugged, Susan Pullman and Karen Richardson, The Wall Street Journal, November 12, 2006.

Questions and Answers with Buffett and Munger, (SBH - 113 Pages:  U of Kansas (2005), Harvard (2005), Notre Dame (1991), University of California (2003))

 [ C ]

Coxe, Donald

Basic Points: The ObamaMama Bear Market (BMO, 3/19/2009)

Basic Points: Homeicide - The Crime of the Century (BMO, 10/8/2008)

Basic Points: Goodbye, Global Savings Glut: Hello, Food & Fuel Inflation (BMO, 7/1/2008)

 [ D ]

 [ E ]

Einhorn, David

Fooling Some of the People All of the Time: A Long Short Story (Website)

The End of the Financial World as We Know It, Michael Lewis and David Einhorn, The New York Times, January 4, 2009.

David Einhorn, Greenlight Capital, Liquor before Beer… In the Clear, October 19, 2009.

David Einhorn's "Accounting Ingenuity", May 21, 2008.

David Einhorn's "Private Profits and Socialized Risk" April 8, 2008.  Grant's Spring Investment Conference

David Einhorn's Prepared Remarks, October 19, 2007.  17th Annual Graham & Dodd Breakfast

 [ F ]

Faber, Marc

Gloom, Boom & Doom Report:  The Gloom Boom & Doom Report is an economic and financial publication, which highlights unusual investment opportunities around the world. The guiding philosophy is that, as Horace already observed, "many shall be restored that are now fallen and many shall fall that are now in honor."

Tomorrow's Gold, Transcription of Interview, Marc Faber, Author Tomorrow’s Gold, February 22, 2003.  The Kondratieff Wave

Next Big Thing, Financial Sense Online, Jim Puplava Interviewing Marc Faber, November 2, 2002.

Fama, Eugene F.

Dimensional's Online Library:  Welcome to Dimensional's online library. This special section of our public-access site features articles written by Dimensional staff and leading financial researchers. It also profiles our many authors and conference speakers.

Equity Premium, Eugene F. Fama and Kenneth R. French, University of Chicago, April 2001.

Market Efficiency, Long-Term Returns, and Behavior Finance, Eugene F. Fama, University of Chicago, June 1997.

Value Versus Growth: The International Evidence, Eugene F. Fama and Kenneth R. French, University of Chicago, August 1997.

Farrell, Bob

10 Market Rules to Remember  (Bob Farrell)

 [ G ]

GaveKal

GaveKal:  GaveKal was started in the late 1990s in London by Charles Gave, Louis-Vincent Gave and Anatole Kaletsky. At first, GaveKal was a pure research firm, focusing on macro economics and tactical asset allocation for institutional clients around the world. As the number of research clients grew, and as GaveKal became more profitable, cash-flows were constantly re-invested to further future growth.

Grant, James

Grant's Online:  Grant's Interest Rate Observer is an independent, value-oriented and contrary-minded journal of the financial markets.

Grantham, Jeremy

GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment and foundation marketplaces. We currently manage $80 billion* in client assets using a blend of traditional judgments with innovative quantitative methods to find undervalued securities and markets. 

Grantham’s ‘Horrifically Early’ Calls Challenge GMO, Charles Stein, Business Week, February 28, 2010.

Stop the Presses!, Jeremy Grantham, GMO, January 2010.

Just Desserts and Markets Being Silly Again, Jeremy Grantham, GMO, October 2009.

Boring Fair Price,  Jeremy Grantham, GMO, July, 2009.

The Last Hurrah and Seven Lean Years, Jeremy Grantham, GMO, May 2009.

Reinvesting When Terrified, Jeremy Grantham, GMO, March 2009

Obama and the Teflon Men, and Other Short Stories, Jeremy Grantham, GMO, January 2009.

Debriefing Jeremy Grantham, David Serchuk, January 23, 2009

Bubbles and Career Risk, Jeremy Grantham, The Economist, October 21, 2008.

Reaping the Whirlwind, Jeremy Grantham, GMO, October 2008.

Long and Short of It, Jeremy Grantham, GMO, August 3, 2008.

Meltdown!  The Global Competence Crisis, Jeremy Grantham, GMO, July 2008.

The Bear Growls, Jeremy Grantham, GMO, June 17. 2008.

Immoral Hazard, Jeremy Grantham, GMO, April 2008

Its Everywhere In Everything The First Truly Global Bubble, Jeremy Grantham, GMO, April 2007.

Gross, Bill

Gross, Bill: Pacific Investment Management Company ("PIMCO") is one of the world's leading fixed income managers. We provide investors access to the highest standard of excellence. Our investment philosophy is based on service, value, stability and vision. Our commitment to superior client service and our record of outperforming the major bond indices in both bull and bear markets, has distinguished us as a leading institutional money manager.

 [ H ]

 [ I ]

Ibbotson, Roger R.

Ibbotson Associates:  The Ibbotson Associate’s Knowledge Center houses the most comprehensive collection of information resources available to the asset allocation industry. It is your one-stop resource to gather useful information for you and your clients. Access to invaluable tools such as Published Research, Education, Glossary of Terms, Software Tips and Frequently Asked Questions (FAQs) is made readily available to you and your company at no cost.

The Supply of Stock Market Returns, Roger G Ibbotson and Peng Chen, Ibbotson Associates, July 9, 2002.

Investing in Global Hard Assets: A Diversification Tool for Portfolios, Gary Baierl, Robert Cummisford and Mark W. Riepe, CFA, Ibbotson Associates, April 7 1999.

Does Asset Allocation Policy Explain 40%, 90%, or 100% of Performance?, Roger G. Ibbottson, Ibbotson Associates, 2000.

Role of Asset Allocation in Portfolio Management, Scott L. Lummer and Mark W. Riepe, Ibbotson Associates, 1994.

 [ J ]

 [ K ]

Katsenelson, Vitaliy

Home on the Range, Vitaliy N. Katsenelson, Septmeber 21, 2009

Active Value Investing in Range-Bound, Vitaliy N. Katsenelson

Kessler, Andy

Andy Kessler:  Andy Kessler is a former hedge fund manager who now writes on investment trends in technology and communications.  His first book Wall Street Meat: Jack Grubman, Frank Quattrone, Mary Meeker, Henry Blodget and me was published in March of 2003. His next book, Running Money: Hedge Fund Honchos, Monster Markets and My Hunt for the Big Score was published by HarperCollins oin September 14th of 2004. Running Money was added to the New York Times Business Bestseller list on November 7, 2004.

How We Got Here, Andy Kessler, Escape Velocity Press, 2004. 

 [ L ]

Levy, Leon

I Always Believed I Could Make Money With Money, Larry Connors, Trading Markets, January 3, 2003.

The Perils of Greed, Mysteries of the Market, Robert Lenzner, Forbes, November 5, 2002.

Leon Levy Says Sell on Strength, Robert Lenzer, Forbes, December 12, 2002.

 [ M ]

McCulley, Paul

McCulley, Paul: Pacific Investment Management Company ("PIMCO") is one of the world's leading fixed income managers. We provide investors access to the highest standard of excellence. Our investment philosophy is based on service, value, stability and vision. Our commitment to superior client service and our record of outperforming the major bond indices in both bull and bear markets, has distinguished us as a leading institutional money manager.

Mises, Ludwig Von

Mises Institute: The Ludwig von Mises Institute is the research and educational center of classical liberalism, libertarian political theory, and the Austrian School of economics. Working in the intellectual tradition of Ludwig von Mises (1881-1973) and Murray N. Rothbard (1926-1995), with a vast array of publications, programs, and fellowships, the Mises Institute seeks a radical shift in the intellectual climate as the foundation for a renewal of the free and prosperous commonwealth.

Montier, James

The Tao of Investing: The Ten Tenets of My Investment Creed, James Montier, Societe Generale, February 24, 2009.

The Trinity of Risk, James Montier, Societe Generale, January 27, 2009.

Process Not Outcome, James Montier, Societe Generale, September 1, 2008.

I'm Lying When I Say Trust Me!, James Montier, Societe Generale, March 11, 2008.

Beware of Action Man, James Montier, Societe Generale, January 7, 2008

Mynsky, Hyman P.

Finance and Stability, Hyman P. Mynsky, Presented at a Conference on "The Structure of Capitalism and the Firm in Contemporary Society" in Milan, Italy, May 18-20, 1993.

Financial Crises: Systemic or Idiosyncratic, Hyman P. Mynsky, Prepared for Presentation  at "The Crisis in Finance" (Bard College), April 1991.

Financial Instability Hypothesis, Hyman P. Mynsky, Radical Political Economy, May 1992.

 [ N ]

Noland, Doug

Prudent Bear: One Stop Shop for the Bear Case.

Structure Finance & The Bifurcated Financial System, Transcription of Interview, Doug Noland, January 25, 2003.

 [ O ]

 [ P ]

Prechter, Robert (Bob)

Elliot Wave International:  Founded in 1979 by Robert R. Prechter Jr., Elliott Wave International (EWI) is one of the world's largest providers of market research and technical analysis. Its staff of full-time analysts provides global market analysis via electronic on-line services to institutional investors 24 hours a day. EWI also provides educational services that include periodic conferences, intensive workshops, video tapes, special reports and books.

Bear-Market Genius: Bob Prechter Called the Market Top in 1987 -- And Has Continued to Ever Since, Jonathon R. Laing, Barron’s,  November 4, 2002.

Conquer the Crash: You Can Prosper and Survive the Coming Deflationary Depression, Transcription of Interview, Robert R. Prechter, Jr., Author and CEO of Elliott Wave International, June 1, 2002.

Bob Prechter Interview About "Conquer The Crash, Bearmarketcentral.com Interview, 2002.

Kondratieff Winter: Transcription of Interview, Ian Gordon, Editor, The Long Wave Analyst, July 27, 2002.  The Chart

 [ Q ]

 [ R ]

Roach, Stephen

Roach, Stephen: Morgan Stanley Global Economic Strategist

Rothbard, Murray

Mises Institute: The Ludwig von Mises Institute is the research and educational center of classical liberalism and the Austrian School of economics. Working in the intellectual tradition of Ludwig von Mises (1881–1973) and Murray N. Rothbard (1926–1995), with a vast array of publications, programs, and fellowships, the Mises Institute seeks a radical shift in the intellectual climate.  It is the mission of the Mises Institute to restore a high place for theory in the social sciences, encourage a revival of critical historical research, draw attention to neglected traditions in Western philosophy, and promote the free and enterprising commonwealth.

America's Great Depression, Murray N. Rothbard, Mises Institute, 5th Edition (1962). 

Mystery of Banking, Murray N. Rothbard, Mises Institute, 5th Edition (1962).

Panic of 1819: Reactions and Policies, Murray N. Rothbard, Mises Institute, 1962.

 [ S ]

Shiller, Robert

Robert J. Shiller, Stanley B. Resor Professor of Economics, Yale University.

Cowles Foundation: Yale University: The Cowles Foundation for Research at Yale University, established as an activity of the Department of Economics in 1955, has as its purpose the conduct and encouragement of research in economics, finance, commerce, industry, and technology, including problems of the organization of these activities. The Cowles Foundation seeks to foster the development of logical, mathematical, statistical methods of analysis for application in economics and related social sciences. The Professional research staff are, as a rule, faculty members with appointments and teaching responsibilities in the Department of Economics and other departments.

Safe As Houses?, Robert J. Shiller, The Wall Street Journal, December 17, 2002.

Bubbles, Human Judgment, and Expert Opinion, Robert J. Shiller, Cowles Foundation Discussion Paper (Yale University), May 2001.

One Simple Test of Samuelson’s Dictum for the Stock Market, Jeeman Jung and Robert J. Shiller, Cowles Foundation Discussion Paper, October 2002.

Valuations Ratios and the Long-Run Stock Market Outlook, Robert J. Shiller and John Y. Campbell , The Journal of Portfolio Management, Winter 1999.

Valuations Ratios and the Long-Run Stock Market Outlook: An Update, Robert J. Shiller, Cowles Foundation Discussion Paper (Yale University), Summer 2001.

Human Behavior and the Efficiency of the Financial System, Robert J. Shiller, Handbook of Macroeconomics, 1997.

Siegel, Jeremy J.

Siegel, Jeremy: Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976.

Silver Bullets for the Bear?, Jeremy J. Siegel, The Wall Street Journal Opinion, December 31, 2002.

Swenson, David

Keep It Simple, Says Yale’s Top Investor (David Swensen)

Yale's Money Guru Shares Wisdom with Masses  (David Swensen)

David Swensen's Guide to Sleeping Soundly  ((David Swensen)

Yale's Investor Keeps Playbook  (David Swensen)

For Yale’s Money Man, a Higher Calling (David Swensen)

Yale Manager Blasts Industry (David Swensen)

 [ T ]

Taleb, Nassim Nicholas

Nassim Nicholas Taleb:  Fooled By Randomness Website

Birth of Stochastic Science

Black Swans and the Domains of Statistics

Blowing Up

Flight of the Black Swan

How the Finance Gurus Get Risk All Wrong

History is Written by the Losers - A Forward to Panlo Triana's Lecturing Birds How to Fly, Nassim Taleb, 2009.

Mastering Uncertainty

Nassim Nicholas Taleb, Tim Morrison, Time, October 24, 2008.

Nassim Taleb's Rules of Trading

October Pain Was 'Black Swan' Gain

On the Plumage of Birds

Pseudo-Science Hurting Markets

Risks of Severe Infrequent Events

You Can't Predict Who Will Change the World

Birth of Stochastic Science

Pseudo-Science Hurting Markets

World According to Nassim Nicholas Taleb, Lloyd Grove, Portfolio, 2008.

You Can't Predict Who Will Change the World

An Example of White Swan - Mystery Solved: How Bleach Kills Germs, Reuters, 2008

Tice, David

Prudent Bear: One Stop Shop for the Bear Case.

David Tice Makes the Bear Case, The Wall Street Journal, April 25, 2003.

 [ U ]

 [ V ]

 [ W ]

 [ X ]

 [ Y ]

 [ Z ]