Ask anyone what to read to stay informed, and 10/10 of people will tell you to read the WSJ (as you should) but what do you supplement it with? Personally, I subscribe to a few newsletters listed below. Are there any others you read that you recommend?
Dealbreaker
Pitchbook
Deal Book (rather than full NYT)
Briefings from GS (weekly not daily)
Fortune’s Term Sheet
The Market Mogul’s Breakfast Briefing
Finimize
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SB+1. Solid list, I am always looking to add to the morning commute.
I also listen to podcasts too: - TechStuff - FT Tech Tonic - Industry Focus - FT Banking Weekly - FT Money Times
These are short and do not get posted everyday - personally, I enjoy them.
Love the name. Ill check those out, this is my podcast line up: Planet Money Deal of the Week Masters in Business Marketplace wit hKai Ryssdal Wall & Broadcast The Vampire Squid.
delete
a16z, the Andreessen Horowitz podcast, has a ton of content and most of them are short enough for a morning commute
Coffee goes well with all these. Including scrambled eggs on wheat toast.
+1 SB
How many hours do you sleep OP? Are you pre or post B-school, if relevant?
appreciated, and I'm still undergrad
I just signed up for Briefings from GS. Thanks for the recommendation. Here is what I read when I get into the office in the morning:
Morning Brew on WSO Seeking Alpha's Wall Street Breakfast DealBook Dealbreaker Fortune's Term Sheet Dan Primack's blog on Axios ESPN
FT > WSJ
Great list. Also enjoy Money Stuff from Matt Levine (daily) https://www.bloomberg.com/view/topics/money-stuff
I stick to these three, but if something catches my eye on any of them I generally go down the rabbit hole/chase the dragon from a bunch of different sources:
I highly RECOMMEND reading THE ONION every morning. It's the perfect news source to stay informed about all of the events DISRUPTING our world.
There isn't enough time for me to read newsletters so I setup a news feed with specific sites and topics on Feedly these days;
Everything else I look up on my Bloomberg, I stick to these when I want a shortcut on modeling; FA GEO, FA PROD, MVP, RRG, CF, HH, ANR, EE.
Today I learned Dealbreaker is still around.
It's all podcasts on the morning train ride. Reading anything in that kind of cramped space would be awkward.
Daybreak. Out before I'm up, short, yet comprehensive. ETF Report keeps me up to date on industry specific news. The Daily from the NYT helps me round out my knowledge of what happened overnight.
I'm also with Bill on enjoying reading Matt Levine's column. I do that in the office every morning right after scanning TOP
My favorite thing to read is PLAYBOY. Every morning, it gets me ready to start the day! It also gets me off every day...
I have (had) Eddie Braverman 's Playboy edition back home. Told my parents I kept it because a friend's article was in it.
Now you may ask, "Why the fuck would you keep it at your parents' place?" Truth is, I had no other place to keep it then.
When I was moving to my current city, I frantically searched for that magazine, but couldn't find it. Naughty Daddy.....
Mine would go with the daily dairy with breakfast, in grilled sandwich along with The Vampire Squid. Pitchbook
PE HUB and Techcrunch.. I work in tech PE
Don't you read articles on GQ and Men's Health on how to bang your coworker?
I second Private Equity Funcast.......with Devin and Jim
I highly recommend the Adventures in Finance podcast. I look forward to it every week.
In addition to Fortune's Term Sheet, I'd add Data Sheet and CEO Daily.
I am a newsletter and politics fiend, and I will have to pare these down soon:
Disclaimer = I am politics obsessed and a college student so I have time on my hands.
The only person who thinks The Economist is a down the middle thing is Karl Marx. They very publicly and idiotically endorsed Shitlery Cunton for president.
Washington Compost and New York Slime are one-sided gibberish too.
The Economist is a UK-based centrist magazine which is widely regarded as a legitimate, factual, and informative news source respected by both sides of the aisle. Usually they support Tory candidates but that is mostly due to how the Tories in the UK are more progressive than the Democrats in the U.S (death penalty, criminal justice reform, universal health care, etc).
Regarding the endorsement of HRC, The Economist may have supported her. But so did widely respected CONSERVATIVE papers like the Wall Street Journal, Chicago Tribune, and the Los Angeles Times. The only semi legitimate paper that supported Trump was the Las Vegas Review-Journal which is owned by major RNC donor Sheldon Adelson.
I am not going to oppose the opinion that NYT and WaPo tilt left but to call it gibberish is a grossly exaggerated (and childish) position. The information provided is informative and based on fact and logic. In addition, both these papers hire conservative columnists to write Op-Eds, when is the last time that Fox News/Drudge/Breitbart/Alex Jones brought a legitimate dissenting opinion?
Economist and foreign affairs are my favorite.
Also read the New Yorker for the leftist perspective and National affairs for the conservative angle.
Wsj, nytimes are decent too, just fairly light on the analysis and can be tainted by stupid opinion pieces.
I can't believe the WSO podcasts is not at the top of all these lists!
Come one guys, show us some love, ha.
https://www.wallstreetoasis.com/podcasts
(honestly though, happy to take feedback on how we can get better...)
If it's you guys doing morning brew, put them on podcast for news.
it's not
I don't read the news like WSJ on a daily basis other than brief headline reads, but I do study these, they're all fantastic sources -
GA, JPM, MS Asset Management departments have great quarterly and yearly outlooks and predictions
Value walk
International Monetary Fund posts great publications as well
Quarterly HF letters on value walk are great as well
I suggest a little experiment. Try reading ZERO news, politics, market commentary, etc. for a week. Do anything else instead. See how it affects your mental state. Also see if not being "informed" has any impact on your work.
Interesting suggestion. Reading zero politics/news/mkt commentary for a week.
May be harder than fasting from food for a week.
ZeroHedge/ValuBit anyone?
Where do you guys find firm specific deal news? Especially to mention during ib interviews? Are there any sites that will list what deals each bank worked on in a given year?
I just signed up for Briefings from GS, thanks for the recommendation. I usually read:
Finimize Fortune CEO Daily Fortune Term Sheet FT Morning Brew Quartz Daily Brief Seeking Alpha Wall Street Breakfast TechCrunch Weekly Roundup WSJ
As silly as this may sound, I use Twitter to catch up on my news. I just add accounts that I find to be relevant (i.e. NYT, WSJ, Economist, Fox News, etc.) to a List and on my commute, I open up the List and it has all the news headlines condensed together, separate from my regular Twitter feed.
Morning: Axios Login Axios Pro Rata Nuzzel StrictlyVC Quick skim of Dealbook
Afternoon: CB Insights Daily Newsletters Mattermark Daily
Also, on a weekly basis... 25iq by Tren Griffin is a must read. He covers and writes in-depth pieces on famous investors, entrepreneurs, scientists/researchers, etc
Solid List! Here's what I read:
I've progressively turned to newsletters more than newspapers or websites...
Recently signed up for Harvard Business Review. Great stuff
...still waiting for their cover story on the psychology of mad swagger, with the cover picture being a chow chow dog
Section X or bust
FT Project Syndicate WSJ
What would you guys recommend for daily reading to someone if they were in coverage as opposed to being in a capital markets role and vice versa?
TheAutomaticEarth NotesFromUnderground Reuters's Commodity News FT View + Martin Wolf (sometimes) (+ tons of commodity-specific stuff that you probably shouldn't bother reading unless you're in the field).
FT, WSJ, check RSS feed for new and potentially interesting company filings.
However, I've recently got into reading the Lawfare Blog and while not really finance related related it's a new mainstay in my morning rotation.
FT and daily morning briefing from Research / Sales team
I have newsletters setup for high quality, factual sources of info... then use Gmail/work email inbox as a central place to read and/or pick out what to read and toss duplicate stories/columns on same subject.
Even in the good papers/info sources, I like to stick to the meat/objective/factual areas of eg. newspapers and mostly avoid opinion BS. Sometimes they'll be a few days when there's not so much to read, then they'll be a streak of a week or so when there's lots to keep tabs on.
FT WSJ NYT Economist Abnormal Returns ValueWalk Factset
>=Weekly Reads Global Macro Monitor Office National Stats (UK) 25iq Bronte Capital Investment Masterclass What I Learnt On Wall St Mega cap company magazines e.g. BP's energy/future subscriptions... ...best value type investing blogs (ppl can find from googling)
...sign up to newsletters when you find top people recommending something. def sign up if multiple ppl recommend something...
Zero Hedge WSJ Deal Book
OandaFX trading platform has a great news feed that circulates a lot of global news, as it is a currency trading platform. They have a practice account so you dont need to sign up for a real trading account, but by far the best aggregate news source I have found. Forexfactory.com is good too for weekly news releases, with links to the actual documents for easy access
I can't be the only one who sings along to the Private Equity FunCast Intro/Outro song. That shit is a banger.
thanks for sharing
I have these all in a folder in Google Chrome and browse them every morning:
Drudgereport Real Clear Politics - Markets - World - Defense WSJ BBC World News Instapundit NYT Dealbook fnlondon IB FT IB Dealbreaker Seeking Alpha Notes from the Underground Hussman funds weekly Fortune Term Sheet - CEO Daily
Other financial blogs I follow:
Financial Samurai Interfluidity Rockstar Finance Dividend Hawk The Points Guy Retire Before Dad MilesFeed
I'm glad to hear the rat race is still a thing
Recommendations for everyday reading content (Originally Posted: 01/07/2016)
Looking for some new content to read. I enjoy Farnam Street Blog and Brain Pickings, but was interested to see what other stuff people are reading. Thanks
FTalphaville is usually pretty good, when they aren't being extremely snarky. I enjoy Aswath Damodoran's blog. Salient Partners has a neat blog- Epsilon Theory. institutional investor/IIalpha papers from FRED and Federal Reserve Board. Soberlook twitter personalities Bond Vigilantes
Am I alone when I say that I'm a bit fed up with snarky blogs on the internet? Its a canned writing style that everyone uses now that's played out like the Jheri Curl.
Currently reading: On War - Clauswitz Capitalism, Socialism, and Democracy - Schumpeter Political Order and Political Decay - Fukuyama Escape From Balance Sheet Recession & The QE Trap - Koo
Interested in learning more about communism, but first I'm trying to make sense of the spectrum of ideas that comprise liberalism. I have a ton more on my bookshelf but the reality is that I can't focus on more than I already am. If you want my personal suggestion from this list, Escape from... is probably an interesting read (assuming you like reading about economics).
WEBSITES IN THE MORNING (Originally Posted: 07/23/2014)
What do you check 1st thing?
-Drudge -WSJ, Seeking Alpha, Dealbook, Real Clear Markets, Yahoo! Finance -WSO -Gmail & Yahoo! mail, Schwab account (around 8:30 central time) -Mediaite, Real Clear Politics, Huff Post -misc. Twitter (don't sign in, just bookmarks) -NYT, Dallas Morning News -repeat some, then start tinkering w/ sites like Buzzfeed etc. -no Facebook or any social media (rat hitting the cocaine button)
nydailynews, dailymail, autoblog, jalopnik, deadspin, gawker, bustedcoverage, dancing astronaut, realgm nba forums, rotoworld, reddit nba, blacksportsonline, espn, highsnobiety, zerohedge, dealbreaker, wso, curbed, uncrate, macrumors, vice, LAist
then i get on with my day
I need more cultural sites/sports/entertainment, not so much news & finance. Try Barstool Sports.
To my inbox: UBS daily roundup, Quartz daily brief, SA wall street breakfast, Barchart morning call, Dealbreaker opening bell, Dan Primack's term sheet, and any new SEC filings for companies I'm looking at
Then some combo of r/nba, twitter, techcrunch, recode, venturebeat, abnormal returns, market folly, sober look, and deal pipeline
Nice. I also like Josh Brown's Reformed Broker (& his twitter, + Jared Dillian's). But I need to branch out outside of market info.
RANsquawk. I don't have time to read much of anything in the morning.
At night, abovethelaw, techcrunch, financialsense and news outlets (reuters, cnn, bbc etc).
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