Each year, Stifel Nicolaus ETF Trading Director Dave Lutz publishes a “Spring Break Reading” survey of all books his buy-side clients recommend reading.
They send in their picks, and then he sends back out the whole list.
The list is incredibly instructive for gauging the Street's current mindset.
"I would ask you to do your own homework, to determine if the material is appropriate...I plan on buying dozens of these listed – some sound really great," Lutz writes in his note accompanying the list.
We put together the titles that had three-or-more recommendations.
The numbers in parentheses represent how many respondents listed that book.
A Confederacy of Dunces
Author: John Kennedy Toole
Description: The Pulitzer Prize-winning swan song from Toole, who committed suicide in 1969, "Dunces" is the story of Ignatius J. Reilly, the voluble Dr. Faustus of New Orleans' French Quarter.
No. of recs: 3
The Success Equation: Untangling Skill and Luck in Business, Sports and Investing
Author: Michael J. Mauboussin
Amazon Description: In this provocative book, Michael Mauboussin helps to untangle these intricate strands to offer the structure needed to analyze the relative importance of skill and luck. He offers concrete suggestions for making these insights work to your advantage. Once we understand the extent to which skill and luck contribute to our achievements, we can learn to deal with them in making decisions
No. of recs: 3
11/22/63
Author: Stephen King
Amazon Description:"Life can turn on a dime—or stumble into the extraordinary, as it does for Jake Epping, a high school English teacher in a Maine town. While grading essays by his GED students, Jake reads a gruesome, enthralling piece penned by janitor Harry Dunning: fifty years ago, Harry somehow survived his father’s sledgehammer slaughter of his entire family. Jake is blown away . . . but an even more bizarre secret comes to light when Jake’s friend Al, owner of the local diner, enlists Jake to take over the mission that has become his obsession—to prevent the Kennedy assassination. How? By stepping through a portal in the diner’s storeroom, and into the era of Ike and Elvis, of big American cars, sock hops, and cigarette smoke. . . . Finding himself in warmhearted Jodie, Texas, Jake begins a new life. But all turns in the road lead to a troubled loner named Lee Harvey Oswald. The course of history is about to be rewritten . . . and become heart-stoppingly suspenseful."
No. of recs: 3
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