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猫年该看什么书?(连载)作者:新花花猪
#0 序
在猫年元宵之际,借长阳这块地方,抛个石头,希望大家畅所欲言,把好书挖出来。
偶看书的心得:
第一 不要浮躁 靠看一两本书的快速致富神话是不会有的。
第二 知己知彼 想去赌场玩,一定要弄清楚 “谁在玩?”,“怎样玩?” 的。
总之,在市场里混,读书总是成本最低,收益最高的。
接下来,偶会借长阳之地,做个连载,胡言乱语一番,把偶认为的好书列出来。
#1 主线
把自己归零,通过两条主线把好书找出来:
第一 谁在玩?
在市场里,兴风作浪的主要是对冲基金经理和共同基金经理。以人为线索,列出这些大师们的故事。
第二 以史为鉴
以历史为线索,列出主要的历史事件和人物
总之,先设三个类别:
类别一 对冲基金经理, 比如索罗斯
类别二 共同基金经理和其他大师,比如巴菲特
类别三 历史经典,比如次贷危机,JL
#2 部分对冲基金经理列表
The Hedge Fund Hall of Fame - http://www.absolutereturn-alpha. ... d-Hall-of-Fame.html
Louis Bacon
Steven Cohen
Kenneth Griffin
Paul Tudor Jones
Alfred Winslow Jones
Bruce Kovner
Seth Klarman
Leon Levy
Jack Nash
Julian Robertson
James Simons
George Soros
Michael Steinhardt
David Swensen
Forbes 2009-10 http://www.forbes.com/lists/2009 ... ;Source=hedge+funds
RANK NAME NET WORTH ($BIL) AGE RESIDENCE SOURCE
29 George Soros 11.0 78 United States hedge funds
55 James Simons 8.0 71 United States hedge funds
76 John Paulson 6.0 53 United States hedge funds
87 Steven Cohen 5.5 53 United States hedge funds
164 Robert Ziff 3.5 42 United States inheritance, hedge funds
164 Dirk Ziff 3.5 44 United States inheritance, hedge funds
164 Daniel Ziff 3.5 37 United States inheritance, hedge funds
164 Stanley Druckenmiller 3.5 55 United States hedge funds
164 Bruce Kovner 3.5 64 United States hedge funds
224 Paul Tudor Jones II 2.8 54 United States hedge funds
234 John Arnold 2.7 35 United States hedge funds
261 Ray Dalio 2.5 59 United States hedge funds
296 Philip Falcone 2.3 45 United States hedge funds
334 Daniel Och 2.0 48 United States hedge funds
450 David Shaw 1.6 58 United States hedge funds
468 Kenneth Griffin 1.5 40 United States hedge funds
468 Israel Englander 1.5 60 United States hedge funds
468 Louis Bacon 1.5 50 United Kingdom hedge funds
559 Raj Rajaratnam 1.3 51 United States hedge funds
559 Julian Robertson Jr 1.3 77 United States hedge funds, wine
601 David Tepper 1.2 50 United States hedge funds
601 Stephen Mandel Jr 1.2 53 United States hedge funds, wine
647 Marc Lasry 1.1 48 United States hedge funds
701 Henry Swieca 1.0 51 United States hedge funds
701 Leon G Cooperman 1.0 65 United States hedge funds
701 James Dinan 1.0 49 United States hedge funds
701 Glenn Dubin 1.0 51 United States hedge funds
Top 25 Highest-Earning Hedge Fund Managers of 2008
1 James Simons, Renaissance Technologies Corp., $2.5 billion
2 John Paulson, Paulson & Co., $2 billion
3 John Arnold, Centaurus Energy, $1.5 billion
4 George Soros, Soros Fund Management, $1.1 billion
5 Raymond Dalio, Bridgewater Associates, $780 million
6 Bruce Kovner, Caxton Associates, $640 million
7 David Shaw, D.E. Shaw & Co., $275 million
8 Stanley Druckenmiller, Duquesne Capital Management, $260 million
9 (tie) David Harding, Winton Capital Management , $250 million
9 (tie) Alan Howard, Brevan Howard Asset Management, $250 million
9 (tie) John Taylor Jr., FX Concepts, $250 million
12 James Chanos, Kynikos Associates, $225 million
13 Michael Platt, BlueCrest Capital Management, $210 million
14 Roy Niederhoffer, R.G. Niederhoffer Capital Management, $200 million
15 John Horseman, Horseman Capital Management, $180 million
16 Paul Touradji, Touradji Capital Management, $140 million
17 Henry Laufer, Renaissance Technologies Corp., $125 million
18 Kenneth Tropin, Graham Capital Management, $120 million
19 (tie) Pierre Andurand and Dennis Crema, BlueGold Capital Management, $90 million
19 (tie) Christopher Rokos, Brevan Howard Asset Management, $90 million
22 (tie) Christian Baha, Superfund, $85 million
22 (tie) Christian Levett, Clive Capital, $85 million
24 William Dunn, Dunn Capital Management, $80 million
25 Andrew Hoine, Paulson & Co., $75 million
The best paid fund managers in 2007
Manager's Name, City, Firm, Estimated Income
1. John Paulson, New York, Paulson & Co. $3bn
2. Phil Falcone, New York, Harbinger Capital Partners. $1.5bn-2bn
3. Jim Simons, New York, Renaissance Technologies. $1.5bn-$2bn
4. Steve Cohen, Connecticut, SAC Capital Advisors. $1bn-$1.5bn
5. Ken Griffin, Chicago, Citadel Investment Group. $1bn-$1.5bn
6. Chris Hohn, London, The Children's Investment Fund. $800m-$900m
7. Noam Gottesman, London, GLG Partners. $700m-$800m
8. Alan Howard, London, Brevan Howard Asset Management. $700m-$800m
9. Pierre Lagrange, London, GLG Partners. $700m-$800m
10. Paul Tudor Jones, Connecticut, Tudor Investment. $600m-$700m
Highest Paid Hedge Fund Managers in 2006
Name Company 2006 Earnings
1. James Simons Renaissance Technologies $1,500,000,000
2. Steven Cohen SAC Capital $1,200,000,000
3. Kenneth Griffin Citadel Investment Group $1,200,000,000
4. T Boone Pickens BP Capital $1,100,000,000
5. George Soros Soros Fund Management $950,000,000
6. Stephen Schwarzman Blackstone Group $940,000,000
7. Edward Lampert ESL Investments $940,000,000
8. John Arnold Centaurus Energy $760,000,000
9. Bruce Kovner Caxton Associates $590,000,000
10. Henry Kravis Kohlberg Kravis & Roberts $450,000,000
11. George Roberts Kohlberg Kravis & Roberts $450,000,000
12. David Shaw DE Shaw & Co. $430,000,000
13. Paul Tudor Jones Tudor Investment $430,000,000
14. Carl Icahn Icahn Partners $350,000,000
15. Stephen Feinberg Cerberus Capital $330,000,000
16. Wesley Edens Fortress Investment Group $330,000,000
17. Michael Novogartz Fortress Investment Group $320,000,000
18. Peter Briger Fortress Investment Group $320,000,000
19. Daniel Och Och-Ziff Capital Management $300,000,000
20. David Rubenstein Carlyle Group $260,000,000
Highest Paid Hedge Fund Managers in 2005
Top Ten:
1. James Simons $1.5 billion Renaissance Technologies
2. Boone Pickens $1.4 billion BP Capital Management
3. George Soros $840 million Soros Fund Management
4. Steven Cohen $550 million SAC Capital Advisors
5. Paul Tudor Jones $500 million Tudor Investment
6. Edward Lampert $425 million ESL Investment
7. Bruce Kovner $400 million Caxton Associates
David Tepper $400 million Appaloosa Management
9. David Shaw $340 million D.E. Shaw
10. Stephen Mandel $275 million Lone Pine Capital
The top ten earners in the hedge fund industry for 2004 were:
1 $1.02 billion Edward Lampert ESL INVESTMENTS
2 $670 million James Simons RENAISSANCE TECHNOLOGIES CORP.
3 $550 million Bruce Kovner CAXTON ASSOCIATES
4 $450 million Steven Cohen SAC CAPITAL ADVISORS
5 $420 million David Tepper APPALOOSA MANAGEMENT
6 $305 million George Soros SOROS FUND MANAGEMENT
7 $300 million Paul Tudor Jones II TUDOR INVESTMENT CORP.
8 $240 million Kenneth Griffin CITADEL INVESTMENT GROUP
9 $225 million Raymond Dalio BRIDGEWATER ASSOCIATES
10 $205 million Israel Englander MILLENNIUM PARTNERS
#3 再增加几份供参考的书单
# 高盛大学推荐书目 (附件)
# 富达推荐书目 (附件)
# 摩根斯坦利 (附件)
# Wiley Investment Classics (威利投资经典) http://as.wiley.com/WileyCDA/Sec ... mp;sortField=author
#4 书目01 【郎咸平】
中国现在很悲哀,只有一个睁眼看世界的人,就是郎咸平。
看完这一套郎咸平说,在中国股市应该是游刃有余的。
* 郎咸平说:谁都逃不掉的金融危机
* 郎咸平说:公司的秘密
* 郎咸平说:金融超限战
* 郎咸平说:热点的背后
* 郎咸平说:谁在谋杀中国经济
* 郎咸平说:谁在拯救中国经济
* 郎咸平说:新帝国主义在中国
注释:
- 书目01 【郎咸平】 为 书目编号(01),方括号内为标签(郎咸平)
- * 代表国内正在发行的书,e 代表绝版,可以找到电子版,x 代表绝版 |
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