Chapter 1: ETFs—The Newfangled Mutual Funds
John C. Bogle, “In Investing, You Get What You Don’t
Pay For,” The World Money Show, 2 February 2005, Orlando, Fla.
Chapter 2: ETF History Lesson
Bob Tull, managing director at MacroMarkets, in an interview with the author, July 2007.
Steven Bloom, senior vice president for financial products, The NASDAQ Stock Market, formerly of the American Stock Exchange, in an interview with the author, June 2007.
Donald Katz, “Wall Street Rocket Scientists,” Worth
, February/March 1992. pp. 68-74.
Stuart Bruchey, Modernization of the American Stock Exchange, 1971-1989
(New York: Garland Publishing, 1991), p. 8.
Scott McMurray, “At a Crossroads: Continued Survival of Amex Is Threatened as Its Listings Decline—Thriving Options Business Slows Exchange’s Slide; Merger with Big Board?—A Way to Meet with Reagan,” The Wall Street Journal
, 2 July 1985.
Anita Raghavan, “Curb Service: NASDAQ’s Parent Is in Negotiations to Take Control of the Amex—Deal Would Alter Trading on a Storied Exchange, Extend NASD’s Reach—Uncertainty for Floor Brokers,” The Wall Street Journal
, 12 March 1998, p. A1.
Pat Wechsler Keefe, “Pressure on the Amex: No. 2 Stock Exchange Fights Increasing Competition,” Newsday
, 2 February 1986, p. 88.
Joe Stefanelli, Amex”s former executive vice president ...