The Investor's Shelf — one book
Rational Expectations: Asset Allocation for 
Rational Expectations: Asset Allocation for Investing Adults
About William J. Bernstein
Neurologist turned investment theorist; principal, Efficient Frontier Advisors; author and financial historian
Serious, widely cited writing on asset allocation plus economic histories that outlived their news cycle, though he has no public money-management record.
Where it sits in the reference 1
Investors
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