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

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Market Commentaries

Firm Name Author Title
AllianceBernstein Guy Bruten G7 Gives Green Light for New Stimulus Steps in Japan
Hussman Funds John Hussman Choose Your Weapon
NewArc Investments, Inc. Jeff Miller Weighing the Week Ahead: What is the Risk/Reward for Stocks?
Project Syndicate Carmen Reinhart Argentina’s Eternal Debt Problem
Project Syndicate Anatole Kaletsky The Limits of Oil’s Rebound
Project Syndicate Michael Spence Reigniting Emerging-Economy Growth
Money Metals Exchange Mike Gleason Energy and Debt Crisis Point to Much Higher Metals Prices
Invesco Walter Davis 2016 Alternatives Performance: How Are They Doing So Far?
Mauldin Economics John Mauldin Life on the Edge, Continued
Matthews Asia Patricia Huang Couture Chinois
Matthews Asia Michael J. Oh Creating Value via Innovation
Northern Trust Carl Tannenbaum Compared With Other Countries, U.S. Health Care Looks Sick
U.S. Global Investors Frank Holmes Can the TPP Save the Global Economy?
Charles Schwab Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop Stocks Stuck in the Muck
Advisor Perspectives (dshort.com) Jill Mislinski ECRI Weekly Leading Index: WLI Up 1.0, YoY at 1.29%
Russell Investments Michael Thomas Are You a Return Seeker or a Risk Manager?
LPL Financial Anthony Valeri The Great Bond Sell-Off of 2015: Repeating in 2016?
The Royce Funds Charlie Dreifus The Economy's Journey into Uncharted Waters
Commonwealth Financial Network Brad McMillan Wage Growth and Spending: A Big-Picture Look
Blackstone Byron Wien Mentorship and The Smartest Man
Evensky & Katz / Foldes Financial Wealth Management Harold Evensky Newsletter, Volume 9, No. 3 - May 2016
F.A.S.T. Graphs Chuck Carnevale Emerson Electric: High-yield, Sound Valuation and 59 Consecutive Years of Dividend Increases, Part 2
Raymond James Scott Brown On the Other Hand…
BlackRock Russ Koesterich Keep Calm and Add More Carry
U.S. Global Investors Frank Holmes Top 10 Countries with Largest Gold Reserves
Franklin Templeton Investments Brooks Ritchey The Intangible Art of Operational Due Diligence
GaveKal Capital Eric Bush Fishing in a Stocked Pond: 87% Of Consumer Staples Stocks Have Outperformed Over The Past Year
Allianz Global Investors Kristina Hooper Will the Fed Drive With Both Feet on the Pedals?
Confluence Investment Management Kaisa Stucke Sykes-Picot: 100 Years Later
Halbert Wealth Management Gary Halbert Fed Eager To Raise Rates In June, But Is It Serious This Time?
Money Metals Exchange Clint Siegner Northwest Territorial Mint Scandal: Investors Had Fair Warning on This Blowup As Well
LPL Financial Burt White Spinning Our Wheels
AdvisorShares Roger Nusbaum Great (But Wrong) Expectations
Leuthold Weeden Capital Management Greg Swenson Factors Continue To Underperform
Wells Fargo Asset Management John Manley, CFA The Health Care Sector Doesn't Seem Sick to Me
Litman Gregory Team Evaluating the Current Credit Cycle
Research Affiliates Michael Aked The Dirty Little Secret of Passive Investing
Smead Capital Management William Smead Billy Joel and the Art of Investing
361 Capital Blaine Rollins The Hawks Are Leaning in…
Commonwealth Financial Network Brad McMillan The Real Story Behind a Fed Rate Increase
GaveKal Capital Eric Bush Investors are Paying Historically High Multiples for Sales
Franklin Templeton Investments Don Taylor Dividend “Achievers”: Most Likely to Yield?
PIMCO Rene Martel Liquidity Management and Arbitrage: An Opportunity for Defined Benefit Plans
AllianceBernstein James MacGregor, Bruce Aronow, Samantha Lau, Shri Singhvi Steer Toward Small-Caps with Hands on the Wheel
Charles Schwab Liz Ann Sonders Sympathy for the Devil in the Details of Wage Growth
Raymond James Jeffrey Saut Market Bubbles
The Econtrarian Paul Kasriel A June Fed Funds Rate Hike Risks a September Economic Stall
Real Investment Advice Lance Roberts Rosengren Likely Mistaken About Hiking Rates
Project Syndicate Stephen Roach America’s Saving Perils
First Trust Advisors Brian Wesbury, Robert Stein Fed Teeing Up Rate Hike