http://www.scribd.com/doc/17758850/James-Montier-Summer-09-Reading-List
The classics
- Security Analysis by Ben Graham and David Dodd (The sixth edition)
- Chapter 12 of The General Theory of Employment, Interest and Money by John Maynard Keynes
- Theory of Investment Value by John Burr Williams
Modern wonders
- Contrarian Investment Strategies by David Dreman
- Speculative Contagion by Frank Martin
Psychological musts
- Robots Rebellion by Keith Stanovich
- How We Know What Isn’t So by Tom Gilovich
- The Psychology of Intelligence Analysis by Richard Heuer Jnr
Hidden gems
- The Inefficient Stock Market by Robert Haugen
Finance
- Creative Cash Flow Reporting by Charles Mulford and Eugene Comiskey
Hidden gems
- Why Smart Executives Fail by Sydney Finkelstein
Nomura List
- Butterfly Economics, Paul Ormerod (feedback loops and Lorenz economics)
- Deflation, Gary Shilling
- Balance Sheet Recession, Richard Koo (Japan’s deflationary experience)
- Cash Nexus, Niall Ferguson (inflation)
- The Prize, Daniel Yergin (oil and power)
- Metals In The Service of Man, Alexander Street (base metals)
- Barriers To Riches, Stephen Parente & Edward Prescott (machinery investment in emerging markets)
- Seeds Of Change, Henry Hobhouse (soft commodities)
- Guns, Germs And Steel, Jared Diamond (migration, urbanisation and infectious diseases)
- Collapse, Jared Diamond (the destruction of societies)
- Does IT matter? Nicholas Carr (low returns from technology)
- Diffusion Of Innovations, Rogers (low returns from technology
- Blown To Bits, Evans & Warster (low returns from technology)
- Why Things Bite Back, Edward Tenner (feedback loops in economics and technology)
