Monday, July 4, 2011

Sites that you read for market information

I think today I'll share some of the sites I go to for information about the markets. I am all about reading brilliant thoughts and seeing how others are viewing the market. Some are daily reads, some are weekly reads, and some are quarterly and annual reads. Let's share resources so that we can all understand the market a lot better.

Daily:
  • Wall Street Breakfast: Must-Know News on Seeking Alpha. Great source of what's going down today and what happened last night while you were asleep.
  • Wall Street Journal. This one is self-explanatory.
  • Zero Hedge. More thoughtful, pessimistic, and angry commentary about the current and future conditions of the markets. The comments are the best.
  • Rolfe Winkler's Twitter Page. Followed him back when he was at Reuters. Now that he's at WSJ, it's nice seeing his articles come up in "Heard on the Street".
Weekly:
Quarterly/Annually/Whenever available:
  • Howard Marks (Oaktree Capital): One of the best distressed debt investors on the face of the earth.
  • James Montier (GMO): Great commentary, very easy to read.
  • Jeremy Grantham (GMO): One of those perma-bears, but you gotta love him for it.
  • Warren Buffet (Berkshire Hathaway): Shareholder letters. Read all of them. They all have great points worth noting.
  • Bill Gross (PIMCO): Anything he says you have to read; everyone else does.

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