12/11/10

Blogs I read on a regular basis, tell me what I'm missing:

Abnormal Returns, Tadas Viskanta
Data aggregation
http://classic.abnormalreturns.com/

China Financial Markets, Michael Pettis
China/Asia, Economics
Author is a professor of economics at Peking University
http://mpettis.com/

China First Capital Blog, Peter Furman
China/Asia, Private Equity
Author is CEO of a boutique SME investment bank in China
http://www.chinafirstcapital.com/blog

Condor Options
Options and other derivatives
http://www.condoroptions.com/

CXO Advisory Blogs (Partial pay-wall)
Technical Information
Quantitative analysis of ETFs, efficient market theorems, etc.
http://www.cxoadvisory.com/

Daily Options Report
Options and other derivatives
http://www.dailyoptionsreport.com

Dealbreaker, Bess Levin
Data aggregation and Humor
If you don't read Dealbreaker, I don't want to know you.
http://dealbreaker.com/

Distressed Debt Investing Blog
Distressed Debt, Interviews
http://www.distressed-debt-investing.com/

Epicurean Dealmaker
Anecdotes and Philosophy
Literate thoughts from an executive-level banker at a boutique-funny, insightful, sometimes rambling
http://epicureandealmaker.blogspot.com/

Empirical Finance Research Blog (Partially behind a pay-wall)
Technical information
Tests and develops trading strategies based on historical data
http://empiricalfinancellc.com/

Going Private (Defunct)
Private Equity and Anecdotes
No longer updated; formerly the blog of a VP at a MM PE firm. The author is now Marla Singer of Zerohedge and some of the stuff got a little wingnut towards the end.
http://equityprivate.typepad.com/

Leveraged Sellout (Defunct)
Humor, Banking and PE
The gold standard.
http://leveragedsellout.com/

Long or Short Capital (Semi-defunct)
Humor and Trading Ideas
"At Long or Short Capital LLC, we leverage our superior intellect and extensive investing experience to recommend explicit Long or Short positions and related abstract trades, which may or may not be possible with real world financial derivatives. We use science to improve the lives of the rich."
http://longorshortcapital.com/

Naked Capitalism, Yves Smith
Data Aggregation, Editorials
http://www.nakedcapitalism.com/

Ultimi Barbarom
Philosophy
Markets and rationality, infrequently updated
http://ultimibarbarorum.com/

Comments (12)

12/11/10

Much love for LSO and Epicurean Dealmaker. Seriously, I wish I could send that guy a gift or a puppy or something.

"Dude, not trying to be a dick here, but your shop looks like a frontrunner for the cover of Better Boilerrooms & Chophouses or Bucketshop Quarterly."

-Uncle Eddie

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12/11/10

Dude, do you really have time for another blog haha

If I had asked people what they wanted, they would have said faster horses - Henry Ford

12/11/10

I like some of the ones you have listed. I also follow these:

Felix Salmon
http://blogs.reuters.com/felix-salmon/

The Big Picture
http://www.ritholtz.com/blog/

12/11/10

Awesome links guys, definitely gonna check some of these new (to me, at least) ones out. Thanks!

[Thread bookmarked]

12/12/10

I win here, I win there...

12/12/10

Some good ones OP, thanks.

I like
http://www.businessinsider.com/clusterstock

as well as Denninger's blog from time to time:
http://market-ticker.org/

12/13/10

I'll second The Big Picture and Abnormal Returns and add:

Market Folly: http://www.marketfolly.com/
Word Beta: http://www.mebanefaber.com/

12/13/10

Thanks for the suggestions, all, they're going on my iGoogle page.
A few more I forgot:
The Accounting Onion, Tom Selling
Accounting, Fair Value
Accounting professor's blog about IFRS/GAAP and accounting/FV/FMV issues.
http://accountingonion.typepad.com/theaccountingon...

The 10-Q Detective, David Phillips
Accounting, Filings, Research
Former research analyst points out interesting things from company filings. Unfortunately he's been getting a little political lately (I have other blogs for that) but he still finds some interesting stuff and his style has informed who I look for details in 10-Qs and Ks.
http://10qdetective.blogspot.com/

Footnoted, Michelle Leder
Filings, Research
Like 10-Q detective pulls interesting stuff from company filings, with a big emphasis on compensation info. Now owned by Morningstar.
http://www.footnoted.com/

There have been many great comebacks throughout history. Jesus was dead but then came back as an all-powerful God-Zombie.

12/13/10

Going Private was one of my favorites. Very well-written.

12/13/10

Notes from the underground, Yra Harris
http://yrah53.wordpress.com/

People like Coldplay and voted for the Nazis, you can't trust people Jeremy

12/23/10

Aswath Damodaran's Musings on Markets
http://aswathdamodaran.blogspot.com/

Eric Jackson's BreakOut Performance
http://breakoutperformance.blogspot.com/

HedgeTracker's Top Hedge Fund Reports
http://www.hedgetracker.com/

Simon Kerr's Hedge Fund Blog
http://simonkerrhfblog.blogspot.com/

Hedge Fund Blogger
http://hedgefundinvestornews.blogspot.com/

12/23/10

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