Blogs & Newsletters

 

Asset Allocation / Investment Philosophy:

Ben Hunt's Epsilon Theory
Ben Hunt is one of my favorite writers and observers of the market landscape. His focus has been on the market narrative and the impact of the Fed's communication policy.

Must reads:
5/12/2017: Westworld - on cultural division, political volatility and the market narrative

 

 

Philosophical Economics
Terrific blog analyzing markets and risk-reward from anonymous writer Jesse Livermore.
You can follow him on Twitter (highly recommended) Jesse Livermore 

 

A Wealth of Common Sense
7/6/2017: Ben Carlson: Soundbite Investing

 

Technology / Venture Capital:

Ben Thompson's Stratechery
Ben is one of the sharpest minds in the technology and media space.
Also check out his talk about tech and digital media on youtube
6/28/2017: stratechery: Ends, Means, and Antitrust (on Google's EU antitrust fine)

 

Collaborative Fund Blog by Morgan Housel
7/11/2017: Bad Experiences, on risk preferences and personal experience

 

Stock Pickers

Adventures in Capitalism (Harris Kupperman)
Mall Tour 2017 (Part 1)
Mall Tour 2017 (Part 2)
Interview with Harris Kupperman (2010)

Value Seeker (on Twitter: @Find_Me_Value)
 

 

Short Sellers:

John Hempton: Bronte Capital Blog

 

Scott Fearon: Dead Companies Walking
Dead Companies Walking Blog / Dead Companies Walking Tumblr
4/20/2017: A Short Guide to Short Selling