备忘录时间线

本附录把精读覆盖的备忘录按年排开，观察方法如何随不同市场环境形成、修正与复用。年份为 digest 依正文核对后的实际写作年份（非文件头元数据）；每年列出篇数与代表篇目（举隅，至多三篇）。

• 1990（1 篇）：The Complete Collection
• 1991（1 篇）：First Quarter Performance
• 1992（4 篇）：Clients；The Value of Predictions, or Where’d All This Rain Come From?；Oaktree Clients and Friends 等
• 1997（2 篇）：Are You An Investor or a Speculator?；Who Knew?
• 1998（1 篇）：Genius Isn’t Enough (and Other Lessons from Long-Term Capital Management)
• 1999（1 篇）：How’s the Market?
• 2000（4 篇）：bubble.com；Irrational Exuberance；Investment Miscellany 等
• 2001（5 篇）：Safety First . . . But Where?；What’s It All About, Alpha?；Notes from New York 等
• 2002（5 篇）：Learning From Enron；The Realist’s Creed；Quo Vadis? 等
• 2003（4 篇）：Whad’Ya Know?；What’s Going On?；The Most Important Thing 等
• 2004（7 篇）：Hey, Steward!!；Us and Them；The Happy Medium 等
• 2005（2 篇）：A Case in Point；Hindsight First, Please (or, What Were They Thinking?)
• 2006（7 篇）：Risk；It Is What It Is；Returns, Absolute Returns and Risk 等
• 2007（6 篇）：The Race to the Bottom；Everyone Knows；It’s All Good 等
• 2008（12 篇）：Now What?；Whodunit；The Tide Goes Out 等
• 2009（4 篇）：The Long View；Will It Work?；So Much That’s False and Nutty 等
• 2010（5 篇）：Warning Flags；It’s Greek to Me；Hemlines 等
• 2011（7 篇）：On Regulation；How Quickly They Forget；Down to the Wire 等
• 2012（4 篇）：Déjà Vu All Over Again；It’s All a Big Mistake；On Uncertain Ground 等
• 2013（5 篇）：Ditto；High Yield Bonds Today；The Outlook for Equities 等
• 2014（4 篇）：Getting Lucky；Dare to Be Great II；Risk Revisited 等
• 2015（4 篇）：Liquidity；Risk Revisited Again；It’s Not Easy 等
• 2016（6 篇）：On the Couch；What Does the Market Know?；Economic Reality 等
• 2017（4 篇）：Expert Opinion；Lines in the Sand；There They Go Again . . . Again 等
• 2018（4 篇）：Latest Thinking；Investing Without People；The Seven Worst Words in the World 等
• 2019（5 篇）：Growing the Pie；This Time It’s Different；On the Other Hand 等
• 2020（14 篇）：You Bet!；Nobody Knows II；Latest Update 等
• 2021（2 篇）：2020 in Review；Thinking About Macro
• 2022（7 篇）：The Pendulum in International Affairs；Bull Market Rhymes；Conversation at Panmure House 等
• 2023（6 篇）：Lessons from Silicon Valley Bank；Taking the Temperature；Fewer Losers, or More Winners? 等
• 2024（5 篇）：The Indispensability of Risk；The Impact of Debt；The Folly of Certainty 等
• 2025（9 篇）：The Complete Collection (anthology preface)；On Bubble Watch；Gimme Credit 等

逐篇编目与年份推断标注见全书证据附录； 完整时间线见人物档案的材料时间线。

本站正文为基于公开材料的独立编辑与研究归纳，不替代原始资料，也不构成投资建议。