[33] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[34] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[35] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[36] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[37] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[38] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[39] http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=1019610
[40] Financial Times, October 8, 2009
[41] Bernstein, Peter. Against the Gods.New York: Wiley, 1996. p.7.
[42] “Untangling Skill and Luck” – July 15, 2010.
[43] “Untangling Skill and Luck” – July 15, 2010
[44] “Untangling Skill and Luck” – July 15, 2010
[45] “Blaming the Rat” – Jan/Feb 2011
[46] 2001 letter to investors
[47] Acacia Capital letter to partners (October 8, 2010)
[48] “The Warren Buffett Portfolio” by Robert Hagstrom, p. 48
[49] Forbes, July 9, 1979
[50] Ibid
[51] Ibid
[52] Ibid
[53] Ibid
[54] Ibid
[55] Ibid
[56] Grant’s Interest Rate Observer, Feb. 2003
[57] Absolute Return, May 2010
[58] April 2010 letter
[59] Pavlov’s Bulls (Jan 2011)
[60] Pavlov’s Bulls (Jan 2011)
[61] August 22, 2010 article/interview in Chicago Tribune
[62] Interview on CNBC, 1-20-10
[63] Extraordinary Popular Delusions and the Madness of Crowds, 1852
[64] Devil Take the Hindmost p. 349
[65] Graham & Doddsvile, Issue XIII Fall 2011
[66] “Common Errors in Interpreting the Ideas of The Black Swan and Associated Papers,” N.N. Taleb, NYU Poly Institute, 10-18-09 (emphasis in the original)
[67] Baupost 2006 annual letter
[68] Testimony to the FCIC
[69] Testimony to the FCIC
[70] CNBC, March 2, 2011
[71] Graham and Doddsville, Winter 2010
[72] Ibid
[73] 2009 Baupost letter
[74] MIT Dept. of Economics World Economy Laboratory Conference,WashingtonD.C., April 26, 1994
[75] “Security in an Insecure World”
[76] Ibid
[77] The Rediscovered Benjamin Graham by Janet Lowe
[78] The Rediscovered Benjamin Graham by Janet Lowe
[79] The Rediscovered Benjamin Graham by Janet Lowe: Lecture Number Six
