Unexpected Returns, ISBN 978-1-879384-62-0
Probable Outcomes, ISBN 978-1-879384-82-8
Both of these are investment books and focus on the impact of secular stock market cycles on investment returns. The author also has a website where much of his material is available for free (
www.crestmontresearch.com). A short summary is that starting PEs have a powerful impact on the returns to be expected.
