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 


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

Stock Pickers

Adventures in Capitalism (Harris Kupperman)

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