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   These are links we use quite often.  We hope they are of use to you.  Please contact us with your thoughts and suggestions as we continually attempt to update this page with meaningful links.           

               

       

E-NEWSLETTERS, PERIODICALS, AND INVESTMENT COMMENTARY SITES:       

Gloom Boom and Doom Report   We suggest that one of the most important folks to be listening to at the moment is Marc Faber.  Why?  Not only for Marc's long tenured experience, but also because of the fact that Marc has been living in Asia for decades now.  And we consider Asia to be the locus of some of the most important change that is sure to shape the global economy moving forward.  Although the Gloom, Boom and Doom report requires a subscription, you can check in on Marc's free comments at this link.

Northern Trust Daily Economic Commentary   We like the job Paul Kasriel is currently doing at Northern.   Although Northern's investment research and management seems "closet index-ish" at the moment, the commentary coming from Kasriel is grounded in numbers reality.

Financial Sense   Jim and Mary Puplava have put together a very comprehensive site including contributions from many different folks with many different specialties and takes on the financial markets.  Jim's weekly Financial Sense Online broadcasts are always worth a listen.

John Hussman Commentary  You may or not be familiar with John Hussman and the Hussman Funds.  We suggest giving John a listen with each weekly commentary.

Prudent Bear  Dave Tice runs the Prudent Bear fund.  The weekly market commentary at the site provided by Doug Noland and Marshall Auerbach is well worth reading.  The daily links to thinking person's financial news is another good feature.  Be sure to check in on the chat board as it is regularly populated by some very smart and insightful folks.  Also, make sure you take a look at their Safe Harbor Fund, especially as the dollar continues to show signs of wear.   

Safe Haven   Safehaven is an Internet magazine that presents independent articles and noteworthy links.  Luckily proprietor Ed Bugos contributes his own excellent and well documented work along with those of others.  Make sure you read the thorough and thoughtful articles Ed has graciously provided. 

Gold Eagle  Don't let the name fool you.  It's not exclusively about gold.  The proprietors of Gold Eagle have put together a site publishing informed market commentary from many varied sources.  Importantly the commentary is largely from thoughtful non-mainstream sources, as opposed to being a link page to WSJ, NY Times, Washington Post articles, etc.  The breadth of subject matter covered makes site use a regular check in exercise.     

Yardeni.com  This is Ed Yardeni's incredibly information filled web site.  For bear and bull alike, Yardeni.com is a fantastic resource on too many subjects to list or describe.  Be sure you have a copy of Adobe's Acrobat loaded before checking into the fine chart work and qualitative material available.  For any serious student of the markets, Yardeni's site is a library of information.     

Comstock Partners   Labeled as "perma-bears", the Comstock folks continue to point out the cracks in the current "new era" logic.  Remember, a broken clock is right twice a day.   Check out Charlie Minter's commentary.

MarketViews.tv   Ike Iossif has put together a great site offering investors the ability to hear interviews with some of who we believe are today's "to be trusted" voices.

Ludwig Von Mises Institute  No need to travel to Europe to think like an Austrian economist.  Just check in on the articulate articles at the Von Mises Institute.  New age credit junkies and New Era thinkers need not apply.  Yes, Larry Kudlow, this means you.

FiendBear Page   The FiendBear page is an excellent page of links to "The Dark Side".  From the thoughtful to the outer edge, you'll find it here.  A real plus are the current financial "articles" updated by the Fiend on a daily basis.  The site is bookmark material.

FORBES.com   This is still one of the "old era" periodicals we read religiously.  A good many articles (including archives) are published on this site.  We suggest you check out some of our favorite contributors such as Steve Hanke and Dave Dreman in addition to the mainline articles.

We have a few favorite columnists from Forbes.  Rather than linking each of their separate articles, we suggest you spend some time browsing their archived pieces (including the current issue).  Thank you Forbes.

                                    Steve Hanke

                                    David Dreman

                                    Gary Shilling

                                    Jim Grant

The Financial Times   You do have to register (free) to access the Financial Times, but it is worth the effort.  Excellent coverage of international news events that clearly never make it to our local newspapers/sources, let alone the WSJ or the NY Times.

Pictures of a Stock Market Mania   Alan Newman, editor of the "Crosscurrents" publication does an excellent job of characterizing the current macro technical market environment.  Alan is currently updating monthly.   We strongly recommend checking in.

Silicon Investor   Despite the name, it's not all about tech (although sometimes it seems that way).  There are a good number of bulletin boards here worth a check in now and again.  It takes a good amount of digging, but there is informed participation.  Don't be put off by the plethora of participants who've recently graduated from RagingBull.com (after all, they're just consuming valuable server space).

The Daily Reckoning  Bill Bonner and friends provide topical and off-Wall Street commentary daily.


MARKET DATA, FUNDAMENTAL AND TECHNICAL INFORMATION:

Dismal Scientist   The dismal scientist is one of the better economic stats and commentary sites on the web.  They have gone to a subscription model and are worth the fee in terms of timely information and analysis.

AMG DATA   Bob Adler and company have been publishing weekly (updated Thursday night) mutual fund flow data for a good many years.  These numbers are very good approximations of what is flowing into the various "sectors" of the mutual fund complex.  Here you can witness the actions of "Main Street". 

Economagic   Don't let the name throw you off.  This is simply one of the best economic data collections available in one place.  You'll save literally hours (if not years) combing government statistic sites by simply using this service.  There is a ton of data here.  And we mean it.  For those who know what they are looking for, you've struck the Motherlode of economic data.  We're subscribers.

Stock Charts.com  A first rate charting site plus educational resource.  As you know, we use StockCharts charts in our work extensively.  We strongly recommend a visit.  We have the feeling you'll be back again and again.

Quote.com    Also a good charting site.  Also look for good macro source of headlines, upgrades/downgrades, economic releases, and generic index quotes.   

Decision Point Charts    Decision Point has put together an excellent set of historical charts looking at macro market characteristics.  Decision Point charges for its excellent work and is well worth it.

World Market Quotes and Charts   Thanks to our friends at Yahoo for a comprehensive global markets quote/update page.  In a world of global uncertainty, don't you be.

Daily Advance, Decline and Volume Numbers    Daily major market totals of advancers, decliners, the unchanged and volume.   For McClellan Oscillator fans (no, these will not cool you down in summer), you have arrived. 

GLOBEX Quotes   Now you too can amaze your friends with S&P futures quotes all night long.  For the investment insomniac, the Chicago Merc has provided overnight futures and currency quotes updated every five minutes.  In the current period of consistent heavy global volatility, our advice is simple.  When the globe is a rockin', don't bother knockin' (unless you want to scare yourself silly half the night). 

Moore Research Overnight Futures Quotes  One of the best pages we have seen yet for "overnight action".  This page has the major US equity index, bond, foreign currency, energy, metals and grain futures.

Options  The Chicago Board Options Exchange has provided the definitive source for options information.

SEC Documents    It's tough enough knowing just who or what to believe in a world of instantaneous information overload these days.  We have a suggestion.  Trust yourself.  For those who are investing without taking the time to read company specific SEC documents, shame on you.  SEC documents are as close to having a company tell the truth as possible.  We've caught many a company in discrepancies between "press releases" and subsequent SEC filings.  To the Maria Bartiromo cheerleading squad, we're sorry.  It's time to fess up guys.

Zack's Investment Research   There's a lot of good information here.  Insider trade reports, information on brokerage report releases, earnings surprises, etc.  Worth exploring to find out if it's right for you.

Investorguide.com    A great set of market related links.

 


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