Author Topic: Websites for those interested in the economy & markets  (Read 3819 times)

Huskie87

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Websites for those interested in the economy & markets
« on: May 03, 2016, 12:12:02 PM »
Since we all come from different backgrounds and can bring different things to the table, I thought I'd share something helpful from my background.  My full time job is in portfolio management/investment research and I hold the CFA designation.

Here are some websites for those that view investing as their hobby or who just want to broaden their sources of investment news and insights.  These websites deliver great information without all the advertising and fluff that you might get on a cnbc or bloomberg...

bearnobull.com - former hedge fund manager who provides daily commentary and is extremely knowledgeable
http://economistsview.typepad.com/timduy/ - great insight into the federal reserve and the implications of their activity
http://361capital.com/viewpoints/ - Blaine Rollins weekly briefing
http://www.oaktreecapital.com/memo.aspx - Howard Marks, not quite on Buffett's level of fame or status, but a very good read
http://www.spcapitaliq.com/our-thinking/insights.html - S&P CapIQ is a great research team and they offer free insights and research


Few other links:
http://disciplinedinvesting.blogspot.com/?_sm_au_=iVVJ4TDHW3SqNtNQ
http://scottgrannis.blogspot.com/?_sm_au_=iVVJ4TDHW3SqNtNQ
http://economistsview.typepad.com/economistsview/
https://sites.google.com/site/kocherlakota009/home/policy/thoughts-on-policy
http://www.salientpartners.com/epsilon-theory
https://www.fulcrumasset.com/Research/
http://seekingalpha.com/author/michael-pettis/articles#view=regular_articles









VaCPA

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Re: Websites for those interested in the economy & markets
« Reply #1 on: May 03, 2016, 02:40:22 PM »
I like this one if you're interested in mortgage rates. They have a daily write-up on the movement of rates and what could happen going forward based on the market strength/weakness

http://www.mortgagenewsdaily.com/consumer_rates/608178.aspx
« Last Edit: May 03, 2016, 02:41:56 PM by anorman79 »

Financial.Velociraptor

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Re: Websites for those interested in the economy & markets
« Reply #2 on: May 03, 2016, 03:27:21 PM »
Bill Bonner's "Diary Of A Rogue Economist" - http://www.bonnerandpartners.com/bill-bonners-diary-home/


« Last Edit: May 03, 2016, 03:40:38 PM by Financial.Velociraptor »

Indexer

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Re: Websites for those interested in the economy & markets
« Reply #3 on: May 03, 2016, 04:37:05 PM »
http://www.gurufocus.com/shiller-PE.php

This website has up to date Shiller PE10, regular PE, market cap/GDP, etc. They have a lot of other stuff(crap), but I do like the pages where I can see where different ratios are today all in one place.

PathtoFIRE

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Re: Websites for those interested in the economy & markets
« Reply #4 on: May 04, 2016, 10:26:20 AM »
Here's two blogs I follow and didn't see mentioned:

http://www.moslereconomics.com
http://www.pragcap.com (and http://www.monetaryrealism.com a different site by the same person)

rocketpj

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Re: Websites for those interested in the economy & markets
« Reply #5 on: May 04, 2016, 12:34:23 PM »
I was wondering if I'd see anyone recommend Martin Armstrong in here.  Something of an outsider, though he tends to nail a lot of predictions over the years.  Not an easy guy to read for the most part, but worth it if you dig deep and persevere.  Only marginally useful to indexers though.  I find myself hoping that a lot of his predictions are incorrect, but that doesn't mean they are.

https://www.armstrongeconomics.com/blog/


DavidAnnArbor

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Re: Websites for those interested in the economy & markets
« Reply #6 on: May 04, 2016, 08:10:14 PM »
I really like Paul Krugman's blog for understanding economics:
krugman.blogs.nytimes.com

Turkey Leg

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Re: Websites for those interested in the economy & markets
« Reply #7 on: May 05, 2016, 09:54:10 AM »
I really like the research by Fidelity which explains dead people make the best investors (which is why we shouldn't be reading these market-related websites).

Just having a bit of fun. :D

CowboyAndIndian

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Re: Websites for those interested in the economy & markets
« Reply #8 on: May 05, 2016, 10:44:57 AM »
I really like Paul Krugman's blog for understanding economics:
krugman.blogs.nytimes.com

I like his economics columns, but hate it when he goes into politics.

Livewell

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Re: Websites for those interested in the economy & markets
« Reply #9 on: May 05, 2016, 10:47:23 AM »
I really like Paul Krugman's blog for understanding economics:
krugman.blogs.nytimes.com

I'll second PK's blog, a good one for macro understanding.  I also like this one for tactical and strategic investing data (tactical to calm my nerves, strategic to check my direction)

http://humblestudentofthemarkets.com/category/free/

ToeInTheWater

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Re: Websites for those interested in the economy & markets
« Reply #10 on: May 05, 2016, 11:18:59 AM »
Cafe Hayek by a (couple?) profs at George Mason Univ  http://cafehayek.com/

Real Clear Markets - news aggregation  http://www.realclearmarkets.com/?state=nwa


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