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What David Is Reading

America on Trial:

A Defense of the Founding
Robert Reilly

In a day and age where the true historicity of the American founding, and particularly the philosophical commitments that underlie it, is perverted by the establishment press and secular academy, Reilly’s book digs deep into the epistemological and moral-intellectual commitments that serve as the foundation for the American experiment.

Divided We Fall

David French

It would take a special kind of blindness to not see how divided our nation is right now – politically, culturally, ideologically, socially. David’s book maintains a commitment to the classical liberal order on which our country was founded, but suggests tangible and thoughtful ways to cope with our current divides, for the sake of preserving the union.

Blood and Oil

Bradley Hope and Justin Scheck

The last book I read by Bradley Hope I practically read cover to cover (on the infamous 1MDB scandal) – I just couldn’t put it down. Here, we get an equally gripping tale of Mohammed bin Salman’s grip on power in Saudi Arabia, his determination to secularize Saudi society, and the tension between his embrace of much of western culture, all the while relying on the status quo tools of violence and authoritarianism to enact his agenda. A no-miss book for those wanting to better understand world oil markets

The Upswing

Robert Putnam

A historical run through past periods of cultural and economic divide in America, and past periods of cohesion and reunification. It turns out, the values of community and institutions are a huge part of the prescription historically, and are sure to be a part of the prescription in the future.

Always A Good Idea

THE CASE FOR DIVIDEND GROWTH

INVESTING IN A POST-CRISIS WORLD
David L. Bahnsen

It wouldn’t make sense for me to have a recommended investing book list and not include the book that serves as the core investing philosophy of The Bahnsen Group!

THE INTELIGENT INVESTOR

Benjamin Graham

The grandfather of value investing, Warren Buffett’s mentor, and the best explainer in history of buying a risk asset at a discount to the sum of its future cash flows!  Reading is believing …

FOOLED BY RANDOMNESS

Nassim Taleb

Not just in the investing world but in all of life, human nature causes us to mentally construct reasons and patterns for success, and allows us to be fooled by randomness, often to our own demise.  Chance, therefore, favors preparation.  And the quality of a choice can not be judged by the result – not if you care about the next time.

STOCKS FOR THE LONG RUN

Jeremy Siegel

More historical data than you may have signed up for, but this is a perfectly comprehensible book about the long-term reality of equity returns vs. other asset classes, and why that may be (i.e. the nature of the equity risk premium).  By long term, I mean, over 200 years of research is laid bare to make the case for a long-term equity bias.

ECONOMICS IN ONE LESSON

Henry Hazlitt

I can’t tell you how useful this book was to me at a very, very young age, in forming basic economic principles and understandings that would shape the foundation of what I believe about economic law and reality.

THE ESSAYS OF WARREN BUFFETT

LESSONS FOR CORPORATE AMERICA
Warren Buffett

This collection of essays from the oracle of Omaha, written over many decades, has become a vital addition to the libraries of not just investment advisors but corporate managers and business entrepreneurs.  Tremendous insights proven true over the test of time.

EXTRAORDINARY POPULAR DELUSIONS AND THE MADNESS OF CROWDS

Charles Mackay

If you are not a contrarian investor before you read this book, you will be after you read this book.  A historical instructive through the realities of human psychology and group think, and the disastrous investment results that can come about from those realities.

HUMAN ACTION

Ludwig Von Mises

It may be more philosophical than it is investment-application, but so much of my understanding of capital markets comes from my understanding of basic economics.  And this book many years ago taught me to understand human action as the core to understanding economics.  The calculations that serve at the core of human reasoning ultimately drive prosperity (and the preservation of civilization itself).  A few sentences can’t do justice to the richness of wisdom and profundity in this book.

David's Book Archive
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