READING · SHELF · v6.0CURRENTLY · QUEUE · REFERENCE SHELF

Reading. Re-reading. Reference shelf.

The re-reads matter more than the first reads.

A dated, opinionated list of what I'm reading and re-reading. Public-data only. no proprietary data sources, no NDA-protected materials. Inspired by Derek Sivers's/book shelf and the institutional library conventions at AQR / Jane Street.

CHRISTIAN.T.MACIONUTC+8SHELF · v6.0PUBLIC DATAOWNER-VERIFIED

currently · 2026-08-09

On the desk right now.

  1. reference2018

    Advances in Financial Machine Learning

    Marcos López de Prado

    The textbook that names everything I've built a backtest around: deflated Sharpe, PBO, CSCV, fractional differentiation. Re-read twice a year.

  2. reference2014

    The Deflated Sharpe Ratio

    Bailey & López de Prado

    The 12-page paper that started it. Every multi-trial strategy I ship gets the DSR test before deploy.

  3. re-read2008

    Algorithmic Trading

    Ernest Chan

    The textbook that taught me how to write a backtest that doesn't lie. Re-read every time I touch a new cost model.

  4. re-read2002

    Trading and Exchanges

    Larry Harris

    Market microstructure for the practitioner. The chapter on order types is the only correct one I have ever read.

  5. re-read1603

    Hamlet

    William Shakespeare

    Not finance. But: 'There is nothing either good or bad, but thinking makes it so.' Worth re-reading between every drawdown.

  6. reference2017

    A Man for All Markets

    Edward O. Thorp

    The autobiographical proof that an academic with a card-counting edge can survive translation to a hedge fund. The chapter on Kelly sizing is the reason I cap every vol-target at 0.5× Kelly.

in queue

In the queue.

  1. reading1995

    The Mathematics of Financial Derivatives

    Paul Wilmott

    Re-deriving the Greeks by hand. Slow, deliberate. The only way the math actually sticks.

  2. reading2008

    Heard on the Street

    Timothy Falcon Crack

    Quantitative interview prep, but the chapters on Brownian motion are a clean refresher before each new factor model.

  3. re-read2012

    Antifragile

    Nassim Taleb

    Optionality, convexity, and the difference between 'robust' and 'antifragile'. Useful for sizing.

reference shelf · permanent

Permanent reference.

  1. reference2007

    Numerical Recipes

    Press et al.

    Open the relevant chapter before using any optimizer. Saves hours of debugging local-minima surprises.

  2. reference2003

    Information Theory, Inference, and Learning Algorithms

    David MacKay

    The KL-divergence chapter is the cleanest derivation I know. The RAG eval gate borrows the cross-entropy framing.

  3. reference2018

    Reinforcement Learning

    Sutton & Barto

    The reference. The reflect-revise agent is a degenerate policy-gradient loop over a single trajectory.

policy

What is and isn't here.

  • Public data only. Every book listed is either a public-domain text, a publicly-sold textbook, or an open-access paper.
  • No proprietary material. I do not list strategy-specific books from NDA-protected desks. If you saw it referenced there, that's the only category I'd ask you not to ask about.
  • Updated quarterly. This page refreshes with the queue when a book finishes its turn on the desk. Last refresh: 2026-08-09.