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.
5/12/2017: Westworld - on cultural division, political volatility and the market narrative
Terrific blog analyzing markets and risk-reward from anonymous writer Jesse Livermore.
You can follow him on Twitter (highly recommended) Jesse Livermore
Technology (often 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
Collaborative Fund Blog