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像欧奈尔信徒一样交易 · 中文精要版 / 附录 K 博士的华尔街 50 本推荐书单

附录 K 博士的华尔街 50 本推荐书单

下面这份清单里的书,或帮助我拓宽、加深了对市场如何运作的理解,或帮助我理解自己作为交易者应有的个人投资心理,或帮助我进一步发展并微调自己的投资方法。每个书名前的数字是它在质量与相关性上的评分(满分 10 分)。非投资类的书单,则是帮助我对齐个人心理、从而为成功铺路的书。

1960 年以前出版的书写出了版权年份。读完全不同时代写的书很有意思:你会看到人性从未改变。这也是一个健全的方法论能延续数十年甚至数百年的原因。

原书标题称"Top 50",其正文实收 49 本,另设“其余佳作”26 本与“非投资类”16 本。下表将全部书目合并列出,并以“分类”列保留原书的三类划分。

序号书名(英文原名)作者评分分类
1How to Make Money in StocksWilliam O'Neil9.9投资·顶尖50
2How to Make Money Selling Stocks ShortWilliam O'Neil and Gil Morales9.9投资·顶尖50
3Trend FollowingMichael Covel9.9投资·顶尖50
4The Battle for Investment Survival(1935)Gerald Loeb9.8投资·顶尖50
5Reminiscences of a Stock Operator(1923)Edwin Lefèvre9.8投资·顶尖50
6Lessons from the Greatest Stock Traders of All TimeJohn Boik9.7投资·顶尖50
7The Best: Tradingmarkets.com Conversations with Top TradersKevin Marder9.7投资·顶尖50
8The New Market WizardsJack Schwager9.7投资·顶尖50
9Market WizardsJack Schwager9.7投资·顶尖50
10Bulls Bears & MillionairesRobert Koppel9.7投资·顶尖50
11The Mind of a TraderAlpesh B. Patel9.7投资·顶尖50
12How to Trade in Stocks(1940)Jesse Livermore9.7投资·顶尖50
13The Winning EdgeJake Bernstein and Nancy Toghraie9.7投资·顶尖50
14Zen in the MarketsEdward Allen Toppel9.6投资·顶尖50
15Stock Market LogicNorman Fosback9.6投资·顶尖50
16The Art of Contrary Thinking(1954)Humphrey B. Neill9.5投资·顶尖50
17Wall Street Ventures and Adventures(1930)Richard Wyckoff9.5投资·顶尖50
18The Wall Street WaltzKenneth Fisher9.5投资·顶尖50
19The Momentum-Gap MethodRobert Cable9.5投资·顶尖50
20How I Made $2 Million in the Stock Market(1960)Nicolas Darvas9.5投资·顶尖50
21Money TalksRobert Koppel9.5投资·顶尖50
22The Roaring 2000sHarry Dent, Jr.9.5投资·顶尖50
23Tape Reading and Market Timing(1931)Humphrey B. Neill9投资·顶尖50
24Only Yesterday: An Informal History of the 1920s(1931)Frederick Allen9投资·顶尖50
25Liar's PokerMichael Lewis9投资·顶尖50
26The Amazing Life of Jesse LivermoreRichard Smitten9投资·顶尖50
27Jesse Livermore Speculator KingPaul Sarnoff9投资·顶尖50
28How to Be a BillionaireMartin Fridson9投资·顶尖50
29One-Way Pockets: The Book of Books on Wall Street Speculation(1917)Don Guyon9投资·顶尖50
30Twenty-Eight Years in Wall Street(1888)Henry Clews9投资·顶尖50
31Secrets of the Investment All-StarsKenneth Stern9投资·顶尖50
32Causes of the 1929 Stock Market CrashHarold Biermann, Jr.8.8投资·顶尖50
33Trader Vic: Methods of a Wall Street MasterVictor Sperandeo8投资·顶尖50
34Trader Vic II: Principles of Professional SpeculationVictor Sperandeo8投资·顶尖50
35Winning on Wall StreetMartin Zweig8投资·顶尖50
36Trading for a Living(附学习指南)Dr. Alexander Elder8投资·顶尖50
37The Ups and Downs of a Wall St. Trader during the Depths of the Great Depression of the 1930sDavid Feldman8投资·顶尖50
38Statistical ReasoningGary Smith8投资·顶尖50
39Wall Street: A Pictorial HistoryLeonard Levinson8投资·顶尖50
40Oh Yeah?(1931)Edward Angly8投资·顶尖50
41Market Timing for the NinetiesStephen Leeb8投资·顶尖50
42Intermarket Technical AnalysisJohn Murphy8投资·顶尖50
43Extraordinary Popular Delusions & the Madness of Crowds(1841)Charles Mackay8投资·顶尖50
44Encyclopedia of Technical Market IndicatorsRobert Colby & Tom Meyers8投资·顶尖50
45The New Money MastersJohn Train8投资·顶尖50
46The Technical Analysis CourseThomas Meyers7投资·顶尖50
47The Tao Jones AveragesBennett Goodspeed7投资·顶尖50
48The Money CultureMichael Lewis7投资·顶尖50
49The Hulbert Guide to Financial NewslettersMark Hulbert7投资·顶尖50
50The Education of a Speculator(1997年10月崩盘)Victor Niederhoffer7投资·其余佳作
51Secrets of Profiting in Bull and Bear MarketsStan Weinstein7投资·其余佳作
52One Up on Wall StreetPeter Lynch7投资·其余佳作
53Investments(加州大学伯克利分校 MBA Investments 233 课程教材)未注明7投资·其余佳作
54Inside Wall Street(1920—1942)S. Marshall Kemper7投资·其余佳作
55Dun & Bradstreet's Guide To Your Investments 1991Nancy Dunnan7投资·其余佳作
56Confusion de Confusiones(1800年代)Joseph de La Vega7投资·其余佳作
57Confessions of a Stock BrokerAndrew Lanyi7投资·其余佳作
58Classics IICharles D. Ellis7投资·其余佳作
59Bernard Baruch: My Own StoryBernard Baruch7投资·其余佳作
60What Works on Wall StreetJames O'Shaunessy7投资·其余佳作
61The Super TradersAlan Rubenfeld7投资·其余佳作
62The Nature of RiskJustin Mamis7投资·其余佳作
63The Mathematics of Money ManagementRalph Vince6投资·其余佳作
64Men and Mysteries of Wall Street(1878)James Medbery6投资·其余佳作
65Market MoversNancy Dunnan and Jay Pack6投资·其余佳作
66Economics(教材)Paul Samuelson and William Nordhaus6投资·其余佳作
67The New Technical TraderTushar Chande and Stanley Kroll5投资·其余佳作
68The Merchant BankersJoseph Wechsberg5投资·其余佳作
69The Five-Day Momentum MethodJeff Cooper5投资·其余佳作
70The New Stock MarketDiana Harrington, Frank Fabozzi, and H. Russell Fogler5投资·其余佳作
71How to Buy Stocks, 7th editionLouis Engel and Brendan Boyd5投资·其余佳作
72Handbook of Financial MarketsFrank Fabozzi5投资·其余佳作
73The Corporate AlchemistsLee Davis5投资·其余佳作
74Portfolio Management FormulasRalph Vince5投资·其余佳作
75Hit and Run TradingJeff Cooper5投资·其余佳作
76The Power of NowEckhart Tolle非投资类
77A New EarthEckhart Tolle非投资类
78The Science of Getting RichWallace D. Wattles非投资类
79Ask and It Is GivenEsther Hicks非投资类
80The Law of AttractionEsther Hicks非投资类
81Chicken Soup for the SoulJack Canfield非投资类
82Sacred HoopsPhil Jackson非投资类
83Narrative of the Life of Frederick DouglasFrederick Douglas非投资类
84The World As I See ItAlbert Einstein非投资类
85WoodenJohn Wooden非投资类
86AutobiographyBenjamin Franklin非投资类
87Right ReasonWilliam F. Buckley, Jr.非投资类
88The Art of the DealDonald Trump非投资类
89LeadersRichard Nixon非投资类
90Malcolm Forbes: The Man Who Had EverythingChristopher Winans非投资类
91The Elements Beyond UraniumGlenn Seaborg非投资类
要点
  1. 这张清单按质量与相关性打分(1 至 10 分),评分越高越值得优先阅读。
  2. 书单覆盖三个方向:理解市场如何运作、理解自己的投资心理、发展并微调自己的投资方法。非投资类的书用于对齐个人心理,为成功铺路。
  3. 多读不同时代、尤其是 1960 年以前出版的书,能看到人性从未改变,这正是健全的方法论能穿越数十年甚至数百年的原因。
  4. 要真正受益,关键是读书之后把所学付诸实践,而非只买、只读、只听讲。