Notes
Chapter 1: ETFs—The Newfangled Mutual Funds
1 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
1 Dow Jones Indexes, http://www.djindexes.com/mdsidx/index.cfm?event=showavgstats#no4.
2 Bob Tull, managing director at MacroMarkets, in an interview with the author, July 2007.
3 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.
4 Donald Katz, “Wall Street Rocket Scientists,” Worth, February/March 1992. pp. 68-74.
5 Stuart Bruchey, Modernization of the American Stock Exchange, 1971-1989 (New York: Garland Publishing, 1991), p. 8.
6 Ibid.
7 Ibid, p. 15.
8 Ibid, p. 17.
9 FINRA, http://www.finra.org.
10 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.
11 Ibid.
12 Ibid.
13 Ibid.
14 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.
15 Pat Wechsler Keefe, “Pressure on the Amex: No. 2 Stock Exchange Fights Increasing Competition,” Newsday, 2 February 1986, p. 88.
16 Joe Stefanelli, Amex”s former executive vice president ...
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