Tuesday, March 10, 2009

這時勢,該看什麼書

金融海嘯講了大半年,至今,我們才感到切膚之痛。

此前,雷曼倒閉,你我都不是苦主,所以我們不痛。
AIG股價從最高70美元暴跌99.5%至33美仙,但它在千里之外,我們也不痛。
直到匯豐跌到「三字頭」,青姐淚灑人前...終於,我們痛了。

我發現這時勢讀The Black Swan,格外好看,禁不住飢渴起來:還有別的書更好看嗎?

聽說講Lazard Frères崩塌的The Last Tycoons很好看(作者且完成了新作House of Cards),於是在Amazon上瀏覽,並順著這線索找下去。
我在動手訂書前,還問過幾位朋友的意見,認為這兩本書絕對值得和諸君分享:

When Genius Failed: The Rise and Fall of Long-Term Capital Management
by Roger Lowenstein



當天才失敗。LTCM由世界上最聰明的人打點(包括兩位諾貝爾經濟學家),它為什麼會輸得一塌糊塗?
aNobii的書友SG是我發掘好書的明燈,他們其中一位推薦的書,都沒有不好看的。
本書他倆同時給予最高評分,一定信得過。

Liar's Poker: Rising Through the Wreckage on Wall Street
by Michael Lewis


前一本講的是LTCM的倒閉,本書講的則是Salomon Brothers的殞落,敝報金融版才子M說(雙手捂著頭,表現出歇斯底里的樣子):「好勁,真係好勁,Michael Lewis真係好厲害...幾乎最好看的書。」

我知道從Amazon訂書需時,所以於此空檔,推薦本地最佳經濟學家之一寫的文章(而且這是免費的):

博士管理層脫離現實 匯豐敗因


各位抹乾眼淚後,趁心情仍沉重,讀書特別記得牢,試試用新的眼光看這時勢,期望這會對人生有所得著,不必輸到貼地。
祝君好。

14 comments:

VC said...

這時勢,該看Bible.

s tsui said...

呢d書香港都周街有得賣呀!唔使益amazon.

交易廣場裡面嗰間kelly & welsh中間左手邊嗰張枱有好多好睇嘅finance書(好睇as in entertaining, enlightening, 有料到),明顯係有心揀過架,可以一目及.

barbarians at the gate都好睇。我買左michael lewis本 panic 但仲未開。

s tsui said...

仲有predictably irrational,我新年時去時代間page one問,竟然沽清。一本講rationality嘅英文書喺香港竟然沽清!!!好開心。 :>

Alex Cheng said...

Should check out a few good columns at Financial Times and 信報 for more updated articles.

癲狗 said...

呢個時勢...
我會一口氣睇哂之前想睇但冇睇嘅漫畫
反正睇咩都有樣架咩, 不如睇D開心嘅

癲狗 said...

反正睇咩都"一"樣架"啦"


我d typo好嚴重呢

Silver said...

或者重拾Rhonda Byrne的The Secret,應該有振奮作用,哈哈

Florence said...

可惜black swan在香港Hit唔起

加燦 said...

For some unknown reasons, I borrowed When Genius failed some years ago and never really liked it so I never finished it. Ah, same with Liar's Poker by Lewis.

But I do highly recommend Lewis' Dec 2008 Portfolio article "The End of Wall Street's Boom". Highly readable, fun and relevant. Miles better than many so-called financial columnists. Enjoy.

http://www.portfolio.com/news-markets/national-news/portfolio/2008/11/11/The-End-of-Wall-Streets-Boom

TL said...

I think "When genius failed" is another overrated bestseller. It gets kind of boring after the 1st chapter...

I would suggest "Traders, guns & money" by Satyajit Das, which is a good combination of technical knowledge and good sense of humor.

If you enjoy "Liar's poker" though, "The accidental investment banker" as an updated follow-up won't disappoint you.

TL

Leona said...

很想覆各位有趣的留言,可是下午忽然發起燒來,混身乏力
得提早下班回家休息

請稍等一會
抱歉!

Anonymous said...

保重身體! 成年人發燒特別辛苦的.

Leona said...

VC,Bible什麼時候看都合適嘛!

s tsui, 唉,女人買野衰心急囉。
好呀,你推薦的幾本書,我留在香港買呀。
我上amazon時也看到介紹Michael Lewis的新作Panic,你看了快告訴我們好不好。

Alex,你說得對。但好書更經得起時間考驗呢。

癲狗,細路,唔係我話,你有哪個時候看漫畫會不開心吖。
我問「這時勢,該看什麼書」,因為看這些金融書特別有mood

Silver,是啊,與聖經異曲同工。

Florence,Black Swan有點深,中譯本聽說更難讀。也難怪。

加燦,謝謝推薦!精神好些時我會上網看。

TL,你一口氣替我介紹這麼多書,你平時看書一定很多:)
對playboy來說是「女人太多,時間太少」,對我來說則是「好書太多,時間太少」。
欠一屁股的書債。

anon,謝謝。昨夜輾轉翻則了整晚。苦不堪言。

Anonymous said...

As far as I know Liar's Poker is one of the two most famous books about finances in the 80s - the other is Barbarians at the Gate: The Fall of RJR Nabisco. On the other hand, if you want to make some money rather than muse about economics, you should read The Intelligent Investor by Benajmin Graham.