Friday, April 07, 2006

The sites I frequent

Some of you have asked me to list my regular reads. I will save the full list for another day, but the most important/useful ones are here.
  • Mish's Global Economic Trend Analysis - good coverage of macro issues. Has been a housing bear for a long time, but with solid reasoning to back his stand. Indepth analysis - not something you find on the idiot box.
  • Daily Reckoning - a number of regular contributions by various commentators, including the unbeatable Mogambo Guru! Most features here are very original.
  • Safe Haven - More macro views. Mostly independent-minded contributors.
  • Jeff Matthews' blog - No particular pattern to link the posts here, but that is what makes it interesting. Thankfully, the earlier obsession with Overstock seems to be over!
  • Footnoted - shining some light on those SEC filings that companies don't want you to read. I wrote about this one earlier.
  • Angry Bear - occasional great posts on deficits, medicare, social security, pension obligations etc. Unfortunately, too many posts here are political in nature - not my cup of tea.
  • Daily Speculations - Victor Niederhoffer and Laurel Kenner write on rational analysis of patterns in the stock market and elsewhere. Must read if you want to understand how to keep emotion out of investing. I also recommend their book, Practical Speculation - noted in one of my reading updates post.
  • Two regular columns on Marketwatch - Mark Hulbert and Peter Brimelow. These two columns are along the same lines as Niederhoffer's writings.


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