Adaptive asset allocation : dynamic global portfolios to profit in good times - and bad

Intro -- Title Page -- Copyright -- Table of Contents -- Dedication -- Acknowledgments -- Part I: The Philosophy of Successful Investing -- Chapter 1: The Most Important Concepts in Wealth Management -- Chapter 2: The Narrative Is Reality -- Chapter 3: Tightly Grouped Arrows Nowhere Near the Bull's-eye -- Chapter 4: What Is Gestalt? -- Chapter 5: Measuring the Relative Value of Portfolios -- Chapter 6: The Whole Is Greater than the Sum of Its Parts -- Chapter 7: Our Process Is a Financial Gestalt -- Part II: Saving and Withdrawing from Portfolios -- Chapter 8: Beware of Those Pesky "Volatility Gremlins" -- Chapter 9: It's Not Just the Destination, It's Also the Journey -- Chapter 10: In a Perfect World -- Chapter 11: Home on the Range -- Chapter 12: Timing Is Everything -- Chapter 13: Longevity Risk -- Chapter 14: Plan for the Worst, Hope for the Best -- Chapter 15: Sequence of Returns for Savers -- Chapter 16: Individual Rate of Return for Savers -- Chapter 17: Sequence of Returns for Retirees -- Chapter 18: Do You Feel Lucky? -- Part III: Current High Valuations Mean Lower Future Returns -- Chapter 19: A Simple Model to Forecast Equity Market Returns -- Chapter 20: Implied Future Returns over the Next 20 Years -- Chapter 21: How Do We Do It? -- Chapter 22: Forecasts 80 Percent More Accurate than Always Assuming Long-Term Averages -- Chapter 23: Roller Coasters Are for Amusement Parks -- Chapter 24: The Last Five Years Have Been a Triumph for the Ostriches -- Part IV: An Investment Framework for Stability, Growth, and Maximum Income -- Chapter 25: A Word about Asset Allocation -- Chapter 26: The Optimization Machine -- Chapter 27: Garbage In, Garbage Out -- Volatility -- Correlations -- Returns -- The Flaw of Averages -- Chapter 28: All We Know Is That We Know Nothing -- Chapter 29: If We Know How Assets Should Behave.