In Context: How the Challenger Disaster, Black Swans, and Collapsing Sand-Piles (Among Other Phenomena) Are Connected and What They Tell Us About the Stock Market
by Nathan Polackwich CFA (first ed. 2011)
Less a book than a step-by-step guide to the philosophical models underpinning investment success, In Context explains the mental mindset needed to achieve superior returns as well as how other investors' failure to manage their emotions creates opportunities.
Chapter One: Two Lessons
Chapter Two: Deliberate Practice and Stock Picking
Chapter Three: Know Thyself
Chapter Four: Execution and Icarus
Chapter Five: Unraveling the Mystery
Chapter Six: The Loophole (Where to Look)
Chapter Seven: The Hedgehog and the Fox
Chapter Eight: Super-Signals
Chapter Nine: Humane But Not Human
Chapter Ten: The Collective Error
Chapter Eleven: Failing Conventionally
Chapter Twelve: The Burden of Thought
Chapter Thirteen: The Sand-pile
Appendix: The Loser’s Game


