There is no endorsement for any product, corporation, strategy, goal or article of faith. This page displays books, research, articles, and math relevant to investing. If you make a million, I do not expect any benefit. If you lose a million, I do not expect any penalty. The information is here for you to use as you will.

Investing deals with money. Now the funny thing about money is that if you have it, everyone wants it. In this light, much of the material presented comes from resources designed to separate you from your money in one or more ways, some to your benefit. Institutions presented here include Fidelity, Vanguard, J.P. Morgan and others. Do not mistake the presentation of information from these resources as advocacy on my part for them. It is not.

I have a little document called “Pessimist’s Guide to Investing” which goes through some steps which I feel should be looked at as you go through life wondering what’s happening. It identifies some areas for concern and tries to put some semblance of order to them. Since this is mine, it will probably go through ‘continuous improvement’. Please, if you look at it, send me your thoughts. What should be in. What should be out. And what I spelled or said incorrectly.

The field is large and varied. This is just a sampling. As the girth grows I will seek to codify the results better by organizing them into related topics of interest.

Enjoy!

Investing
Applied Corporate Finance
Commodites for Dummies
Critical Market Crashes
Essentials of Investment
Foreign Direct Investment: Analysis of Aggregate Flows
How I Made $200,000,000
How to Build a Winning Mutual Fund Portfolio
How to Make Money in Stocks
Investing for Dummies
Investment Analysis
Investment Analysis and Portfolio Management
Investment Management: Portfolio Diversification and Timing
It’s Easy to Invest like Warren Buffett
Mastering Options Strategies
Portfolio Selection: Efficient Diversification of Investments
Sensible and Sound Lifetime Investing
Technical Analysis
The Art of Asset Allocation
The Art of Value Investing
The E-Book of Technical Market Indicators 2.0
The J.P. MOrgan Guide to Credit Derivatives
The Intelligent Investor
Trend Forecasting with Technical Analysis
Understanding Behavioural Biases in Finance & Investing
Research & Reports
A Study on Fundamental and Technical Analysis
Behavioral Finance: Its history and its future
Behavioral Finance: The Psychology of Investing
Evidence on the Financial Performance of Impact Investments
CourseEra: Behavioral Investing
Forecasting stock market prices: Lessons for forecasters
Foreign Direct Investement Theories
Handbook of Corporate Finance Volume 1
Investing 101: A Tutorial for Beginner Investors
Mathematical Analysis of Investment Systems
Momentum Investment Strategy
Portfolio Performance Evaluation
Profitable Momentum Trading Strategies for Individual Investors
Stock Basics Tutorial
Technical Analysis – Explained
Technical Analysis of Price Formations with Fibonacci Sequence on Warsaw Stock Exchange
The Good and the Bad of Value Investing
The Markowitz Portfolio Theory
The Theory of Investment Behavior
The Theory of Investment Value
Valuation Approaches and Metrics: A Survey of the Theory and Evidence
Understanding how the mind can help or hinder
investment success
Articles
A Guide to Mutual Fund Investing
A Short Guide to Impact Investing
A Study on Investors Behavior Towards Mutual Fund
Alternative Investments: Understanding tier role in a portfolio
Applying fundamental & technical analysis in stock investing
Are individual investors tax savvy? Evidence fromretail and discount brokerage accounts
Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance
Behavioral Patterns and Pitfalls of U.S. Investors
Equity Market Risk
Determinants of Portfolio Performance II: An Update
Differentiating Between a Fund’s NAV and Total Return
Foundations of Factor Investing
Hedge Fund Investing in Distressed Securities
How to Analyze Mutual Fund Performance
Inflation Protection Investment Strategies
Momentum investing with Sector ETFs
Role of Behavioural Finance In Investment Decisions
Technical Analysis Tutorial
Risk Controlled Investment Strategies
Saving and Investing
Tax-efficient equity investing
The Beginner’s Guide to Index Investing
The First Step Guide to Technical Analysis
The Five W’s Of Bad Investing Behavior
The Power of Dividends
Understanding Impact Investing
Unifying an Investment Portfolio within a Donor Advised Fund
Value Investing and Behavioral Finance
Value Investing Process
Which Factors Matter to Investors? Evidencefrom Mutual Fund Flows
Investing Math
Financial Ratio Analysis
Investment Valuation
Introduction to Financial Mathematics
Investing Money in Your Retirement
Mathematical Methods for Valuation and Risk Assessment of Investment Projects and Real Options
Real Estate Investment Analysis Formulas
Predicting Stock Prices Using Technical Analysis and Machine Learning
Technical Analysis from A to Z
Top 3 Theories of Investment – Discussed!