送交者: skipper3 于 2005-3-08, 23:47:54:
1。 “Against the Gods. The Remarkable Story of Risk" by Peter Bernstein. Very easy to read. Recommend for bed time reading. Uncertainty and the quantity/quality of information are the primary focus of this book.
2. "When Genius Failed, The Rise And Fall Of Long-term Capital Management" by Roger Lowenstein. It tells a story how a COLLECTION of world's brightest brains (including 2 NB prize winners) can not beat market uncertainty through poor judgment.