Rocking Wall Street

Gary Marks is highly regarded in the securities industry for  his unique ability to synthesize his research to form risk-averse, multi-manager strategies that have been successful in both bull and bear markets. Within seven years from its inception, Marks's asset management company-a firm known for its alliances with other companies and managers around the world-grew to almost $300 million under management. Marks is also a prominent songwriter currently working on his tenth recording of original music.

• Foreword by John Mauldin. Preface.Acknowledgments.Part One:The Emotional Controls.1: The Beginning, and the End Game.Inside the Box Won’t Get You There.The Craft versus the Art.The End Game.You and Tim.2: Investing for Your Life versus Spending Your Life Investing.What Do You Really Want?Cows.What Would Actually Make You Feel Rich?The Bottom-Line Question.3: The Power of Hedging:Always Hedge Your Bets.Hedging Step 1: Giving Up the Windfall to Avoid the Big Fall.How Can You Avoid Serious Losses? Emotional Hedges.Hedging Step 2: Diversification.Endeavor Not to Invest More Than You Are Emotionally and Financially Able to Lose in Any Single Investment.Hedging Step 3: Logic of the Mind Is Not the Only Kind.The Gambler’s Catch-22.Part Two: Knowing the Difference between Market Stats and Market Hype.4: Just the Facts, Ma’am.Market Forecasting and Timing.Higher Risk Too Often Equals Less Reward.What Is True Diversification?The Two Great Myths of Traditional Investing.Tax Confounding:A Story.Contrarian View of the Future of the U.S. Stock Market.Hedge Funds:The Dark Side.Hedge Fund and Mutual Fund Taxes—Buyers Beware.5: Addressing Investors’ Questions from Part One.6: The Right Stuff (and the Wrong Stuff).Venture Capital Investing: Zero in a Million.Real Estate: Live in It.The Rest Is Investing.Tale of Two Bubbles.The View from a Family Office.What Does the Fed Really Want?The Diary of an Intuitive Investor.A Theory Stephen Hawking Has Yet to Discover:Parallel Investment Universes.Investment Gods Say:“Do the Right Thing”.Part Three: Hedging Wall Street: Hedged Portfolio Construction.7: Successful Investments:Where Are They?Putting Together a Portfolio.Are You a Conservative Investor or an Aggressive Investor? Oh, Shut Up.Thumbnail Sketch of Prudent Portfolio Construction.Portfolio 1: For Future Millionaires—Diversification and Dollar Cost Averaging.Brokerage Firms, Money Management Firms, and Financial Planning Firms with Time.Portfolio 2: For Millionaires Who Do Not Wish to Become Ex-Millionaires.8: Hedge Fund Mind-Set.Addressing Investors’ Questions from Part Two.Using Etiquette, Receiving Respect:The General Partner/Limited Partner Relationship.Part Four: Planning for the Future and Seeking the End Game.9: The Financial Planning Maze.How to Plan for the Future:A Simple Three-Step Program.Family Budgeting: Securing Present Assets While Having Fun.Seeing Life, Business, and Investing as One Portfolio.10: The Game Beyond the End Game.Downsizing the American Dream.Relative Downsizing.Investing in the Twenty-First Century.Transcending the Centuries:Whom Do You Serve?Appendix: Specific Due Diligence Notes and Fund of Funds Questionnaire.About the Author.Index.