 |  |
)就是好幾本書都共同提到的線索。藏寶圖就像電玩遊戲的關卡，有大有小，印象比較深刻，值得探玩的有《未來在等待的人才》(A Whole New Mind: Why Right-Brainers Will Rule the Future
)、《隱藏的邏輯》(The Social Atom: Why the Rich Get Richer, Cheaters Get Caught, and Your Neighbor Usually Looks Like You
)。
這次就試著邊看書邊畫Behavioral Finance藏寶圖，好方便之後挖寶獲得經驗值。
page 4
《葛林史班的非理性繁榮：金融危機的挽救行動》
原文書：
page 5
葛林斯潘(Alan Greenspan)1996年12月5日演講詞
http://www.federalreserve.gov/boarddocs/speeches/1996/19961205.htm
《Beyond Greed And Fear: Understanding Behavioral Finance And the Psychology of Investing》
page 6
《Inefficient Markets: An Introduction to Behavioral Finance》
《隱藏的邏輯》(The Social Atom: Why the Rich Get Richer, Cheaters Get Caught, and Your Neighbor Usually Looks Like You
)一書中也有特別提起這本討論「效率市場假說」必看的書。Meir Statman, "Behavioral Finance: Past Battles and Future Engagements",Financial Analysts Journal, November/December 1999
http://www.scu.edu/business/finance/research/statman_research.cfm
Daniel Kahneman和Vernon L. Smith獲頒2002年諾貝爾獎經濟學獎項的理由
http://nobelprize.org/nobel_prizes/economics/laureates/2002/
page 10
Jon E. Hilsenrath, "Belief in Efficient Valuation Yields Ground to Role Of Irrational Investors: Mr. Thaler Takes On Mr. Fama", Wall Street Journal, Oct. 18, 2004.
http://www.google.com/search?hl=en&q=%22belief+in+efficient+valuation+yields+ground+to+role+of+irrational+investors%22
Eugene Fama是「效率市場假說」的倡立者。
page 12
Eugene Fama and Kenneth French, "The Cross-Section of Expected Stock Returns", Journal of Finance, 1992.
http://www.google.com/search?hl=en&q=%22the+cross-section+of+expected+stock+returns%22
Dream Value Management網站
http://www.dreman.com/
page 13
《What Works On Wall Street》
Robert Haugen and Philippe Jorion, "The January Effect: Still There after All These Years", Financial Analysts. Journal 52.
http://www.google.com/search?hl=en&q=%22the+january+effect%3A+still+there+after+all+these+years%22
page 14
Russell Investment Group網站
http://www.russell.com/us/education_center/
Chris R. Hensel; William T. Ziemba, "Investment Results from Exploiting Turn-of-the-Month Effects", The Journal of Portfolio Management, Spring 1996.
http://www.iijournals.com/JPM/default.asp?Page=2&ISS=10103&SID=409556
第二章
page 21
《The Theory of Moral Sentiments》
page 22
《An Introduction to the Principles of Morals and Legislation》
《The Theory of Political Economy》
http://www.econlib.org/LIBRARY/YPDBooks/Jevons/jvnPE.html
《Principles of Economics》
http://www.mises.org/etexts/menger/principles.asp
《Elements of Pure Economics》
page 24
《The General Theory of Employment, Interest, and Money》
page 25
Roth, A.E., "On the Early History of Experimental Economics", Journal of the History of Economic Thought, 15, Fall, 1993, 184-209.
http://kuznets.fas.harvard.edu/~aroth/history.html
page 30
Decision Analysis: Introductory Lectures on Choices under Uncertainty
"Aspects of Investor Psychology: Beliefs, preferences, and biases investment advisors should know about" by Daniel Kahneman and Mark Riepe. From the Summer 1998 issue of the Journal of Portfolio Management.
http://corporate.morningstar.com/ib/html/pdf.htm?../documents/MethodologyDocuments/IBBAssociates/InvestorPsychology.pdf
《Judgment Under Uncertainty: Heuristics and Biases》
page 31
Kahneman和Tversky在Current Contents的訪問中談論他們有關投資大眾思考判斷的發現http://www.garfield.library.upenn.edu/classics1983/A1983QG78800001.pdf
Daniel Kahneman, Amos Tversky, "Prospect Theory: An Analysis of Decision under Risk", Econometrica, Vol. 47, No. 2 (Mar., 1979), pp. 263-292
http://links.jstor.org/sici?sici=0012-9682(197903)47%3A2%3C263%3APTAAOD%3E2.0.CO%3B2-3
page 36
Personal Money Management
第三章
page 40
Michael M. Pompian and John M. Longo, "Incorporating Behavioral Finance into Your Practice", Journal of Financial Planning, March 2005.
http://www.fpanet.org/journal/articles/2005_Issues/jfp0305-art7.cfm
page 41
Richard D. Glass, "Investment Education or Advice? That's the Wrong Question to Ask!", Employee Benefits Journal, June 2000, Volume 25, Number 2, Internation Foundation of Employee Benefit.
http://www.investmenthorizons.com/papers_education_or_advice.htm
相關文章：
如何克服投資上的心理偏誤（非理性行為）
行為財務學的奇怪矛盾？
效率市場假說(EMH)的矛盾
投資心理學(Psychology of Investing)第1、2章參考資料
投資心理學(Psychology of Investing)3~6章參考資料
投資心理學(Psychology of Investing)7~9章參考資料與專有名詞
Behavioral Finance And Wealth Management(行為財務學與財富管理)第四部份參考資料
常見的投資心理偏誤(psychological biases)及其影響
0 意見:
張貼留言