Goetzmann, from Victor Niederhoffer
There is an amazingly good set of articles by William Goetzmann including articles estimating the expected return on stocks, a framework for analyzing returns, the drift in earnings after announcements, and innovative Dutch Securities to capture land value in the US in the late 18th century.
The book with Ibbotson, The Equity Risk Premium, is one of the best books on markets I have read and will bring you up to date with all modern portfolio theory. A must read for all serious investors who wish to be brought up to date on how economists analyze markets these days.