New Reads In the Mail by Kahneman, Friedman, and Lewis

I was chatting with Antti Ilmanen the other day about some dividend papers and realized I had never read his recently published book Expected Returns .  Wow, big mistake.  While I am not finished yet (it is a loooong and dense 500 pages) it is a wonderful summary melding together historical asset returns with forecasting indicators and common sense.  A great read (with lots and lots of references for future reads in the source notes) for any practicioner in the financial markets.

Also in the mail or pre-ordered:

Thinking Fast and Slow – Daniel Kahneman

That Used to Be Us – Thomas Friedman

Boomerang, Travels in the New Third World – Michael Lewis

What Works on Wall St. (New edition) – O’Shaughnessy