A Quantitative Approach to Tactical Asset Allocation
M Faber
This Time Is Different
Carmen M. Reinhart & Kenneth S. Rogoff
Adam Smith in Beijing
Giovanni Arrigh
Amazon Shareholder Letters
Jeff Bezos
Stocks for the Long Run
Jeremy J. Siegel
Memo to Oaktree Clients, from Howard Marks
Howard Marks
Value Investing And Behavioral Finance
by Parag Parikh