Recommended Reading
Books - General
The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History, Harry S. Dent, 2009
Too Big To Fail, Andrew Ross Sorkin, 2009
The Holy Grail of Macroeconomics: Lessons from Japan's Great Recession, Richard Koo, 2009
The Subprime Solution: How Today's Global Financial Crisis Happened, and What to Do About It, Robert Shiller, 2008
The Ascent of Money: The Financial History of the World, Niall Ferguson, 2008
The Black Swan, Nassim Taleb, 2007
The Age of Turbulence, Allan Greenspan, 2007
Irrational Exuberance: Second Edition, Robert J. Schiller, 2005
The Coming Generational Storm: What You Need to Know about America’s Economic Future, Laurence J. Kotlikoff, 2005
Misbehavior of Markets, Benoît Mandelbrot, 2004
Conquer the Crash: You Can Survive and Prosper in a Deflationary Depression, Robert R. Prechter, 2003
When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lowenstein, 2001
One Up On Wall Street: How To Use What You Already Know To Make Money In The Market, Peter Lynch, 2000
Stock Market Logic: A Sophisticated Approach To Profits on Wall Street, Norman G. Fosback, 1998
The Richest Man In Babylon, George S. Clason, 1991
Books - Energy
The New Great Game: Blook and Oil in Central Asia, Lutz Kleveman, 2003
The Long Emergency, James Howard Kunstler, 2005
Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy, 2005, Matthew R. Simmons, 2005
Beyond Oil: The View from Hubbert’s Peak, 2005, Kenneth S. Deffeyes, 2005
The Coming Oil Crisis, C. J. Campbell, 2004
Sleeping with the Devil: How Washington Sold Our Soul for Saudi Crude, Robert Baer, 2003
The Party’s Over: Oil, War and the Fate of Industrial Societies, Richard Heinberg, 2003
Hubbert’s Peak: The Impending World Oil Shortage, Kenneth S. Deffeyes, 2003
The Oil Factor: How Oil Controls the Economy and Your Financial Future, Stephen Leeb and Donna Leeb, 2004
Out of Gas: The End of the Age of Oil, David Goodstein, 2004
Books - Gold & Precious Minerals
Gold Wars: The Battle Against Sound Money as Seen From a Swiss Perspective, Ferdinand Lips, 2002
What Has Government Done To Our Money?, Murray N. Rothbard, 1990
The Dollar Crisis: Causes, Consequences, Cures, Revised and Updated, Richard Duncan, 2003
Financial Reckoning Day: Surviving The Soft Depression of the 21st Century, William Bonner, 2003
The Coming Collapse of the Dollar and How to Profit From it: Make a Fortune by Investing in Gold and Other Hard Assets, James Turk and John Rubino, 2004
Tomorrow’s Gold: Asia’s Age of Discovery, Marc Faber, 2002
Reports
"On the Industry Concentration of Actively Managed Mutual Funds", M. Kacperczyk, C. Sialm & L. Zheng, August 2005.
"Structural Changes In Molybdenum Demand", Dennis Battrum, March 27, 2007.