THE ECONOMIST
Published weekly, The Economist is an invaluable source of financial news. Highly recommended by many of the Investment Masters, The Economist provides insight into world events, interesting industry news and macro developments. I recall reading The Economist in late 2007 when their proprietary R-Word Index [‘Recession’] was flashing warning signals. The Economist was well ahead of the curve in relation to the escalation in credit derivatives prior to the Financial Crisis and provided an imminent warning on the dangers residing in the US housing market. Highly recommended reading.
BARRON’S
Barron’s is published weekly and provides interesting insights into companies, economic events and investor interviews. While it tends to be US centric its worth checking out weekly.
VALUE INVESTOR INSIGHT
Value Investor Insight is published monthly and contains a collection of interviews with high quality investors with solid track records. I’ve found it an invaluable resource enabling me to identify industry trends early and improve my thought process around companies, industries and investing generally. Many of the Investment Masters have featured in the newsletter including Bruce Berkowitz, Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslee, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I’d much prefer to listen to a real money manager with skin in the game than a Wall Street analyst any day of the week.
GRAHAM & DODDESVILLE
The student-run Graham and Doddsville newsletter gets released three times per year. Similar to the Value Investor Insight newsletter, G&D contains interviews with many of the world’s greatest investors. An excellent source of ideas, investment wisdom and insights into some of the world’s best investors. Past editions have included interviews with Howard Marks, Bill Ackman, Frank Martin, Leon Cooperman, Bruce Berkowitz, Larry Robbins, Jim Chanos etc. Highly recommended reading.
BLOOMBERG
Bloomberg is my go to source for market data and news. If you’ve got a Bloomberg subscription there isn’t a lot it can’t do. A powerhouse source of analysis, news and insights.
VALUE INVESTING WORLD
Value Investing World is a great source of information on investing, successful investors and human psychology. Its updated daily with useful links. A great resource.
VALUE WALK
Value Walk is an excellent source of investment information with a particular focus on hedge funds and long-only investor updates, letters and interviews. Updated daily, this site should be on your bookmark list. Contains a wealth of information.
MARKET FOLLY
The Market Folly website is focussed on hedge fund letters, presentations and interviews. It’s updated regularly and is an excellent resource. Make sure this one is on your bookmark list.
CALCULATED RISK
I’ve followed Bill McBride from Calculatedrisk since before the Financial Crisis. His insights into the US housing market and US economy is second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.
FARNHAM STREET BLOG
A interesting website which covers a range of topics like human misjudgment, decision making, strategy, and philosophy.
ABNORMAL RETURNS
Abnormal Returns is another great resource with a daily update of links to useful information covering a broad range of topics. Worth checking out the daily updates.
BESPOKE INVEST
The Bespoke Invest blog provides interesting analysis of US economic data and market data. There is always something new and interesting on the site so it’s worthwhile checking this site out on a daily basis.
BASE-HIT INVESTING
This is a great website with insightful analysis and lessons on different aspects of investing. I always find you learn something reading this blog by John Huber.
ERIC CINNAMOND
Eric Cinnamond provides insightful analysis into the economy and the corporate landscape. Some good anecdotal analysis and insights.
STRATECHERY
This blog contains great articles on the disruption of businesses via technology. Insightful analysis.
COLLABORATIVE FUND BLOG
A great collection of posts on investing and psychology by Morgan Housel. Highly recommended reading.
CROSSING WALL STREET – EDDY ELFENBEIN
Crossing Wall Street is a useful source of market information and analysis. Updated daily it often has some interesting and unique perspectives on markets, the economy and individual stocks.
THE CAPITAL SPECTATOR
The Capital Spectator focusses on US economics and provides some insightful economic analysis. It’s a worthy addition to your economic website links.
CHARLIE ROSE
Charlie Rose is one of the great interviewers. He gets a world class line-up of guest speakers who have included many of the Investment Masters such as Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt, Peter Lynch etc. A great resource to learn from the Investment Masters.
WEALTHTRACK – CONSUELO MACK
WealthTrack contains a good collection of interviews with some high profile investors such as Chris Davis, Bill Miller and Charlie Dreifus. Updated weekly, it’s worth keeping an eye on.
INVESTORS FIELD GUIDE – PATRICK O’SHAUGNESSY
Investors Field Guide provides interesting analysis on markets, investing and investor psychology. A good resource.
25IQ
This is one of my favourite websites. The website is run by Tren Griffin who recently released the excellent book “Charlie Munger – The Complete Investor”. The articles tend to be in the format “A dozen things I’ve learnt from …xxx”. While many of the Investment Masters feature in past posts there is also an interesting array of other famous people from different industries which provide useful analogies to the investing process. Thought provoking and highly recommended.
CHINA FINANCIAL MARKETS – MICHAEL PETTIS
Mr Pettis’s blog focusses primarily on the Chinese economy. Mr Pettis is a professor at Peking University. I’ve followed his blog since the Financial Crisis and his understanding of the Chinese economy, its growth model and the implications for hard commodities and the world economy has been second to none. His prescient calls on the slowing China economy, his insights in the European crisis and his 2012 piece “By 2015 Hard Commodities will have collapsed” means he’s worth listening too. Not an easy read but worth the effort.
THE MANUAL OF IDEAS
The Manual of Ideas often provide excellent interviews with some of the world’s greatest investors.
MATT RIDLEY BLOG
Matt Ridley, author of ‘The Rational Optimist’ provides relevant and interesting analysis into society, technology and economics.
