Bookshelf

Investing

The Intelligent Investor by Ben Graham
You Can Be a Stock Market Genius by Joel Greenblatt (also The Little Book that Beats the Market)
Moneyball by Lewis (noteworthy that Beane’s “edge”, once discovered, ebbed away)
Quality of Earnings by O’Glove (excellent primer on basic forensic accounting)
Financial Shenanigans by Schilit (more of the above)
The Art of Short Selling by Staley
Buffett’s Partnership letters
Trading Bases: How a Wall Street Trader Made a Fortune Betting on Baseball by Peta

Financial Biography & History

The Confidence Game by Richards
Fooling Some of the People all of the Time by Einhorn
Buffett: The Making of an American Capitalist by Lowenstein
The Outsiders by Thorndike
Den of Thieves by Stewart
The Fish That Ate the Whale by Cohen
The Prize by Yergin
The Big Short by Lewis (also Boomerang and Liar’s Poker)
Devil Take the Hindmost by Chancellor
The Smartest Guys in the Room by McLean
Reminiscences of a Stock Operator by Lefevre
Against the Gods by Bernstein
Digital Gold by Popper

Financial Theory and Thought

The Black Swan by Taleb (also Antifragile and Fooled by Randomness)
The Crisis of Crowding by Chincarini
The Alchemy of Finance by Soros
Mr. Market Miscalculates by Grant
Fortune’s Formula by Poundstone
The Winner’s Curse by Thaler
The Undoing Project by Lewis

Thrift
Possum Living by Dolly Freed
The Richest Man in Babylon by Clason

Articles We Like/People We Read

Is the Value Premium Disappearing?
Peyto’s Monthly Report
Investing in the Unknown/Unknowable
Simple Sabotage Field Manual (aka how to prevent things from getting done)
Howard Marks Memos
John Mauldin Insight

Government Finances Reading

 

Social Security: Historical Ratio of Workers to Covered Beneficiaries (Yikes!)
CBO Budget and Economic Outlook, 4 April 2018