Introduction.

1. Signposts in the Fog (Andy Kessler).

2. The “Not-So-Simple” (But Really Utterly So) Rules of Trading (Dennis Gartman).

3. The Triumph of Hope over Long-Run Experience: Using Past Returns to Predict Future Performance of a Money Manager (Mark T. Finn and Jonathan Finn, CFA).

4. The Long Bond (A. Gary Shilling, Ph.D.).

5. Risk Is Not a Knob (Ed Easterling).

6. Psychology Matters: An Investors’ Guide to Thinking about Thinking (James Montier).

7. The Means Are the Ends (Bill Bonner).

8. The 2 Percent Solution (Rob Arnott).

9. The Outsider Trading Scandal (George Gilder).

10. The Winner’s Rule (Michael Masterson).

11. Rich Man, Poor Man (Richard Russell).

12. The Millennium Wave (John Mauldin).

Notes.

Index.

John Mauldin is widely recognized as a leading expert on investment issues. As President of Millennium Wave Investments, he is primarily involved in private money management, financial services, and investments. A prolific author, his books include the Wiley bestseller, Bull’s Eye Investing. His financial e-letter, Thoughts from the Frontline, goes to over 1, 500, 000 readers weekly. He is also a frequent contributor to other financial publications, including the Financial Times and the Daily Reckoning. In addition, he is the author of a free letter on hedge funds and private offerings for accredited investors. A sought-after speaker on financial matters, Mauldin addresses numerous investment conferences and seminars throughout the year.