Contents
Chapter 1 : Lead Us Not into Temptation
The Dean of Wall Street Revisited
Chapter 2 : Techno Babble, Techno Bubble
Warren Buffett on the Stock Market
What’s a Long-Term Investor to Do?
Risk: No Longer an Afterthought
Investment Strategy: Is It Time for Technology?
Is There a Snowball Rolling Our Way, Gathering Mass and Speed?
The Art/Science of Managing Risk
Baby Boomers: Whither Goest Thou?
Chapter 4 : Swimming against the Current
Prelude to Our Investment “Strategy”
Interest Rates: It Had Better Be Uphill from Here
The Power of Popular Delusions
Investment Consultants: The Great Middleman Myth
Chapter 5 : The “Greenspan Put”. . . Again
Waiting Patiently for Those Hanging Curves
Chapter 6 : Only Fools Rush In
The Rogues Gallery, 2003 Vintage
Making Progress in the Post-Bubble Environment
How Did We Get Here in the First Place?
The Apogee of the Mutual-Fund Boom
The Great Abdication of Fiduciary Responsibility: The Defined-Contribution Plan
