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No longer updated; formerly the blog of a VP at a MM PE firm.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 (83)

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

Hedge Fund Interview Course

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

Forgot one!

Mark Mobius' Invetsment Adventures in Emerging Markets
http://mobius.blog.franklintempleton.com/

12/23/10

greenbackd is good if you like value investing topics: http://greenbackd.com/

12/23/10

seekingalpha.com

12/23/10

jim cramer blog

12/23/10

No no no. I'm not looking for investing blogs at all. I want to refresh my knowledge (or expand on) what i learned in my college accounting and finance courses.

12/23/10

Damodaran's blog on Valuation.

12/23/10

don't forget the motley fool. they really know what they are talking about.

12/23/10

people of walmart

fat chicks in party hats

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wheninfinance

"Every man should lose a battle in his youth, so he does not lose a war when he is old"

12/23/10
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http://www.foxnews.com/

^^ not quite as good as leveragedsellout but still pretty solid

12/23/10

DealBreaker

I didn't say it was your fault, I said I was blaming you.

12/23/10

Hhahahahah krugman and fox got me laughing :)

"Every man should lose a battle in his youth, so he does not lose a war when he is old"

12/23/10

Hedge Fund Interview Course

12/23/10

Some other sites I frequent are Sober Look, Market Folly, Quartz, Re/Code, and TechCrunch

12/23/10

Epicureandealmaker.blogspot.com

Written by a MD

12/23/10

5ways2doit:

Epicureandealmaker.blogspot.com

Written by a MD

Great read. I thought I had an impressive vocabulary but I've had to break out the dictionary a few times while reading his blog. It's quite well written though I'll give him that.

12/23/10

Yes, he breaks the industry down as a whole really well. Even though it is a few years old, allot of his predictions from 2007-09 are true to date.

12/23/10

While we are on the subject, Slashdot.com is the favored news source among my software dev friends.

"I saw Warren Buffett last week and he said, 'John, I like to invest in companies with business models so simple, even an idiot could run them." - John Stumpf

12/23/10

Probably goes without saying but Seeking Alpha has to be one of the best finance related.

12/23/10

When I was in school our investment group / finance brethren thought seeking alpha was shit. I guess that was over two years ago, though. Seems like they've stepped up their game.

12/23/10

Theres definitely a lot of junk on there and people just writing to be able to say they were published, but Wall Street breakfast should give you a pretty good overview of the major happenings. Definitely do have to wade through a lot of crap though.

12/23/10

FT.com alphavile. If any of you boys read this reg.. & can speak intelligently on what they cover, I guarantee you'll get offers. Brilliant stuff

12/23/10

blackthorne:

FT.com alphavile. If any of you boys read this reg.. & can speak intelligently on what they cover, I guarantee you'll get offers. Brilliant stuff


+1 for Alphaville. Nice blend of humour sometimes too, the comments are usually gold.
12/23/10

Thanks for the list, I will look into some of them. I generally read Bloomberg View, Seeking Alpha, and Epicurean Dealmaker apart from the obvious news sources like Bloomberg, WSJ, Dealbook, etc..

12/23/10

John Mauldin's two free subscriptions weekly, one of his own thoughts and one of some work(s) he has found thought provoking, almost always an interesting/relevant read, tries to cover everything but there might be a small bias towards issues in the US.

12/23/10

Pragmatic Capitalism, run by Cullen Roche, is where it's at. One of the few guys over the past half decade who has understood exactly what's going on. He's explained the realities of QE, what happened with the government debt debate (Hint: The USA doesn't run out of money), why interest rates are low and why the bond vigilantes never came to drive up interest rates despite record deficits (Think about it for a second, why does the USA need to borrow the currency its a monopoly supplier of, to spend? The answer is it doesn't!). He also explains what has been happening in Europe, why Japanese interest rates never seem to rise despite the highest debt in the world and terrible fundamentals (Hint: The monetary systems of Japan, USA, and the UK are NOT the same as that of Greece and Spain) etc etc.

Not your thing? Well, if you want nonsense and bullshit go read Zerohedge and listen to Peter Thiel.

12/23/10

Zerohedge is good for breaking news/info - biased as hell but it's good to balance out the overly positive news sources you get. Just don't get sucked in to the whole world will end idea.

12/23/10

I agree, I like to go there for some contrarian-style news. Don't bother posting there unless your portolfio composition is 50% gold bars 50% ammunition

12/23/10

Always thought macro-man.blogspot.com offered very good commentary/insight.

12/23/10

I like acrossthecurve.com

12/23/10

schmooze or lose

12/23/10

Some of my favorites (especially Long or Short Cap):
http://longorshortcapital.com/

http://ultimibarbarorum.wordpress.com/

http://scottlocklin.wordpress.com/

http://brontecapital.blogspot.com/

The EDM actually has a list of blogs and further reading on his own page.

People demand freedom of speech as a compensation for freedom of thought which they seldom use.

12/23/10

I want to know what @"BlackHat" and @"Simple As..." are reading

Buy fear, sell cheer

12/23/10

A favorite not mentioned is Benedict Evans blog - fantastic reading if you are tech focused

Reformed Broker will always be my favorite for being both relevant and funny

Also:
House of Debt - Atif Mian and Amir Sufi put out pieces of their research from upcoming book
Market Folly - good links on HF manager related topics
Stratechery - Ben Thompson site - good for tech related articles

12/23/10

BuzzFeed

12/23/10

interesting list, I was not expecting blogs but I've subscribed to 3 of those to give them a try. here's my weekly reading regimen

1. daily WSJ: headlines, marketplace, money & investing, CFO journal, grand central, wealth adviser
2. local business journal (daily)
3. bloomberg first word (daily, up at 5:30 most days and can't listen to surveillance at work, so this is the best I can do) on iphone
4. John Mauldin: thoughts from frontline & outside the box. he's decidedly more bearish than I ever will be but it's always good to read someone with a different viewpoint, and he's quite smart
5. John Hussman: same as Mauldin, only a bit more arrogant.
6. internal fixed income commentary (daily, weekly & monthly). my BB has a great FI team so I get about all I can stand from them
7. updates on companies I own & follow
8. economic updates: ad hoc, from my firm's economist

as for ad hoc stuff that's less often:

1. everything by Howard Marks
2. GMO white papers
3. Tweedy Browne commentary
4. Bill Gross commentary
5. Chris Davis commentary
6. Byron Wein commentary

I also occasionally read stuff from BCG, HBS, and John Mihaljevic, all good stuff.

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

"The investor's chief problem - and even his worst enemy - is likely to be himself." - Benjamin Graham

12/23/10

I casually read this opinion page about world's economics, politics, science, and culture. It's called Project Syndicate: http://www.project-syndicate.org/

Money never sleeps.

12/23/10

@TheProfessor Change WSJ for FT from that list and you have got more or less what I read.

I also read VOXEU (the best economists often write here about their current research) and Nada es Gratis, a spanish-speaking economics blog, I definitely recommend it if you speak spanish.

12/23/10

My friend started a finance blog to go along with the book he's writing. I think its really good.

Www.millennialinvest.com

Also damadarans blog, brontecapital, and the corner of berkshire and fairfax forum as well.

12/23/10

I can't post links BC I'm so new to these forums (they think its spam). PM me. Understanding what's worth reading and what isn't is absolutely what I'm good at. I know it sounds egotistic, but hey, this is finance.

12/23/10

I like zerohedge and motleyfool.

pehub too but that is not a blog.

Also finviz.com is pretty great for keeping up on the market along with google finance.

You're born, you take shit. You get out in the world, you take more shit. You climb a little higher, you take less shit. Till one day you're up in the rarefied atmosphere and you've forgotten what shit even looks like. Welcome to the layer cake, son.

12/23/10

Thanks for the overview, great

Rien a prouver.. neuf quatre

12/23/10

Second on Zerohedge. Too much and you're going to need a prescription for anti-depressants though.

12/23/10

Hi guys - I found some great resources i.e. Free Tutorials on how to get a job on Wall Street at [www] insideinvestmentbanking [dot] com. Best part, all the tutorials are written by bankers who've been there, done that, so the advice is really solid. Disclosure: I'm actually a current student of IIB and I do get help from them with recruiting (eg resume review) in exchange for letting other students know about it.

Let me know what you think about them. Cheers

12/23/10

His are great. I also recommend Philosophical Economics, Abnormal Returns and Value Walk.

12/23/10

rigzone.com
offshoreenergytoday.com
oilandgas360.com
ogfj.com
fuelfix.com
upstreamonline.com
rbnenergy.com
energyindepth.com
gcaptain.com
worldoil.com

12/23/10

arner23:

rbnenergy.com

Solid list, this one in particular.

12/23/10

what i read:

zerohedge.com
abnormalreturns.com
bespokeinvest.com
pragcap.com
scottgrannis.blogspot.com

  • vanillathunder12
  •  12/23/10

Dealbook
globaleconomicanalysis.com

12/23/10
12/23/10

I am working on an energy focused one

12/23/10

rubuynsell.com

its the best one out there

12/23/10

Thanks Nouveau for the listings, have most of them but def found two good ones to add to my collection.

12/23/10

Econtalk podcasts are great.

fdba Emory Blaine and BBA or otherwise trying to find the perfect pseudonym.

12/23/10

Stuff from my feed, aside from the blogs above:
seekingalpha (its more of a compilation of blogs)
nobrainertrades
Infectious Greed
Greg Manikw [epic harvard prof]
Truth on the market
Trend Macro

monty09:

I am working on an energy focused one

Sick. I'll be sure to add it to my feed.

I win here, I win there...

12/23/10

"The power of accurate observation is commonly called cynicism by those who have not got it." - George Bernard Shaw

12/23/10

http://www.ritholtz.com/blog/

Best in the business, no question.

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