ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Market Commentaries

Firm Name Author Title
Smead Capital Management William Smead China’s Command Economy: The Gift That Keeps on Giving
GaveKal Capital Eric Bush Is This A Defensive-Led Market? Or A Knowledge-Led Market?
Raymond James Jeffrey Saut It’s What You Learn After You Know It All That Counts
Franklin Templeton Investments Rafael Costas, Sheila Amoroso Update on Puerto Rico as Aug. 1 Debt Deadline Missed
BlackRock Russ Koesterich Why to Expect More Volatility Ahead
Thomas White International Team China: Are You Missing The Opportunities In The Market Noise?
PIMCO Jerome Schneider The B-Side of Capital Preservation
CMG Capital Management Group Steve Blumenthal On My Radar: The Fed – Between a Rock and a Hard Place
Project Syndicate Kenneth Rogoff A New Deal for Debt Overhangs?
First Trust Advisors Brian Wesbury, Robert Stein Even Garth Can't Argue About Liftoff
Nuveen Asset Management Robert Doll Reasons to Stay with an Equity-Focused Investment Stance
NewArc Investments, Inc. Jeff Miller Weighing the Week Ahead: Will Soft Economic Data Confirm the Commodity Price Message?
Allianz Global Investors Kristina Hooper 5 Reasons August May Take Investors for a Ride
Larkin Point Investment Advisors LLC Michael Winchell The End of U.S. Sovereign Debt as a Near Perfect Protection Asset
Invesco Blog Darin Turner Bridging the Gap in Global Infrastructure Funding, Part 1
Hussman Funds John Hussman A Bad Equilibrium & How Speculative Distortion Ends
F.A.S.T. Graphs Chuck Carnevale Retired Investors Don’t Buy Bonds Until?
Charles Schwab Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop Schwab Market Perspective: The Calm Between the Storms
Raymond James Scott Brown GDP, the ECI, and the FOMC
AllianceBernstein Michael Canter, Matthew Bass Mortgages: Don’t Be Fooled by the Averages
GaveKal Capital Jennifer Thomson A Look at Reported Results, and Subsequent Price Performance
Hale Stewart Hale Stewart US Equity and Economic Review: Weaker Breadth Indicators, Edition
Mauldin Economics John Mauldin When China Stopped Acting Chinese
Franklin Templeton Investments Philippe Brugere-Trelat Europe: Back to Business
GaveKal Capital Bryce Coward More Evidence of China Slowing Permeating Asia – 7/31/2015
The Leuthold Group Doug Ramsey What’s Next For The Dollar?
Guggenheim Partners Scott Minerd China's Dilemma: Is it 1987 or 1929?
Northern Trust Carl Tannenbaum, Asha Bangalore, Ben Trinder Fear of the Fed Is Rising
Matthews Asia Andy Rothman Is Now the Time to be Bearish on China?
Hale Stewart Hale Stewart International Economic Week in Review: Emerging Market Exodus, Edition
U.S. Global Investors Frank Holmes Gold on Sale, Says the Rational Investor
BlackRock Russ Koesterich Why the Dollar’s Strength Can Continue
GaveKal Capital Eric Bush Is The Fed Now looking At A December Lift Off?
Commonwealth Financial Network Brad McMillan China’s Stock Market Plunges Again (But Not to Worry)
First Trust Advisors Brian Wesbury, Robert Stein September Hike Still on the Table
BPG & Associates Adam Butler, Michael Philbrick, Rodrigo Gordillo 3 Questions to Check Yourself Before You Wreck Yourself
Janus Capital Group Bill Gross Say A Little Prayer
Research Affiliates John West, Brandon Kunz, Amie Ko The Danger in "Debalancing"
Russell Investments John Greves Aligning Beliefs: 7 Tenets of Russell Investments Target Date Funds
Wells Fargo Asset Management Jeff Moser When the Fed Begins to Tighten, Quality Stocks Matter
Project Syndicate Martin Feldstein Are US Middle-Class Incomes Really Stagnating?
BlackRock Russ Koesterich Is it Time to Buy Commodities?
Eaton Vance Eric Stein, Andrew Szczurowski Rising Rates: Threat or Opportunity
LPL Financial Burt White U.S. Dollar Still Stands Tall
Neosho Capital Chris Richey Greece and China: The New Not Ready For Primetime Players
AllianceBernstein James Tierney, Jr. Minimum Wage Hikes: Fast Food for Thought
Ivy Investment Management Company Ivy Global Real Estate Team A Midyear Look at Global Real Estate
PIMCO Jerome Schneider Money Market Reform: Reflections on This Critical Inflection Point for Cash Liquidity Investing
Saturna Capital Tyler Howard How Hemlines Affect The Market
Smead Capital Management William Smead Solomon's Long Duration Investment Wisdom