Just finished reading Ed Easterling's Unexpected Returns: Understanding Secular Stock Market Cycles.
Easterling is President of Crestmont Research. The book is a compilation of his research, some of which can be found on his web site.
This is good book for reference regarding market returns over long time periods. Like most books that are heavy on numbers, it can get a bit dry, but Easterling injects anecdotes of brevity to relate the market to every day life. He gives us the long view, and what we can expect the market to do over the next several years (most likely disappoint). Easterling introduces us to his concept he calls "financial physics" which relates the market to the economy to interest rates and to financial market returns. It is a great book for historical reference.
I give it
The book is included in my Investment Book Log.
Best quote: "Financial markets are an efficiency process, not an efficient condition."