This Is What I Read Every Morning.

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

 

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.

'I'm jacked... JACKED TO THE TITS!!'
 
Best Response

FT > WSJ

"Some things are believed because they are demonstrably true. But many other things are believed simply because they have been asserted repeatedly—and repetition has been accepted as a substitute for evidence." - Thomas Sowell
 

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;

  • PEHUB
  • FinSME
  • The Deal
  • WSJ/FT/NYT/Fortune
  • SEC Edgar new 10-12's but also recent filings by keyword
  • keywords for everything under our coverage

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.

 

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

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

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.....

GoldenCinderblock: "I keep spending all my money on exotic fish so my armor sucks. Is it possible to romance multiple females? I got with the blue chick so far but I am also interested in the electronic chick and the face mask chick."
 

Don't you read articles on GQ and Men's Health on how to bang your coworker?

GoldenCinderblock: "I keep spending all my money on exotic fish so my armor sucks. Is it possible to romance multiple females? I got with the blue chick so far but I am also interested in the electronic chick and the face mask chick."
 

I am a newsletter and politics fiend, and I will have to pare these down soon:

  • TheSkimm
  • Pro Rata by Dan Primack
  • Mike Allen's AxiosAM
  • Politico Playbook
  • Morning Brew
  • The Hustle
  • Need2Know
  • FiveThirtyEight Significant Digits
  • Seeking Alpha
  • The 10 Point from WSJ
  • Quartz Daily Brief
Array
 

Disclaimer = I am politics obsessed and a college student so I have time on my hands.

  1. The heavyweights = Wall Street Journal / Washington Post / New York Times
  2. Smart Conservative = Los Angeles Times / Chicago Tribune / The Telegraph
  3. Smart Progressive= The New Yorker / The Atlantic / Politico
  4. Middle = Bloomberg / The Economist / The Hill / BBC
  5. Sports = The Ringer
  6. Ignore at all costs = Huffington Post / The Guardian / Jzebel / Fox News / Breitbart / Drudge Report
 
  1. 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).

  2. 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.

  3. 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?

 

If it's you guys doing morning brew, put them on podcast for news.

GoldenCinderblock: "I keep spending all my money on exotic fish so my armor sucks. Is it possible to romance multiple females? I got with the blue chick so far but I am also interested in the electronic chick and the face mask chick."
 

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.

 

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.

 

I've progressively turned to newsletters more than newspapers or websites...

  • Economist Espresso
  • FT Daily
  • FT Due Diligence (surprised nobody mentioned it)
  • FT Tech
  • FT Energy Source (weekly)
  • NYT Open Thread (weekly)
  • 2/3 local newsletters from quality papers
 

Section X or bust

GoldenCinderblock: "I keep spending all my money on exotic fish so my armor sucks. Is it possible to romance multiple females? I got with the blue chick so far but I am also interested in the electronic chick and the face mask chick."
 

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.

"That was basically college for me, just ya know, fuckin' tourin' with Widespread Panic over the USA."

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...

TG
 

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 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

Array
 

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).

 
kmzz:

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.

"Where is Knight?"
 
goblan:

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.

"Where is Knight?"
 

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