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

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Market Commentaries

Firm Name Author Title
F.A.S.T. Graphs Chuck Carnevale The Great Beta Hoax: Not an Accurate Measure of Risk After All
AllianceBernstein Hayden Briscoe China Bonds Still Offer Opportunities
GaveKal Capital Team Longer Term Trends Have Reasserted Itself In May
AdvisorShares Heather Rupp Time to Go Active
Paul R. Ried Financial Group Adam Jordan Our May 2015 Market Commentary
Research Affiliates Shane Shepherd Slow Growth: A Tale of Two Theories
Allianz Global Investors Glenn Dial The 3 R's of a Winning Retirement Plan
AllianceBernstein Dianne Lob Is an Index Impassive?
GaveKal Capital Team Smart Money Most Committed to Falling Rates Since The Last Peak in Long Bond Yields
BlackRock Russ Koesterich What a Rate Hike May Mean for Stocks
Matthews Asia Robert Harvey Factoring in Politics when Investing
AdvisorShares Roger Nusbaum The (Investment) World Is Changing And You Need To Get On Board
Franklin Templeton Investments Roger Michaud The Student Debt Dilemma and the Role of 529 Plans
PIMCO Mike Amey Forward Guidance Is Back at the Bank of England
Heartland Advisors Adam Peck Quality on Sale
Thomas White International Team Global Review and Equity Commentary: April 2015
Lord Abbett Milton Ezrati China: A Great Wall of Worry
Milliman Financial Risk Management Joe Becker Reducing Inflation Risk During Retirement: The Compelling Case for Stocks
GaveKal Capital Team Breakdowns in the Health Care Sector
F.A.S.T. Graphs Chuck Carnevale Can We Really Trust Nike’s Stock Price?
Raymond James Scott Brown Back to the drawing board
Halbert Wealth Management Gary Halbert Why US Economic Growth May Disappoint Again In 2015
Streettalk Live Lance Roberts Recession Check: Updating The Indicators
Loomis Sayles Joseph Taylor China is Choking on its Own Debt
BlackRock Russ Koesterich Economy is "Good Enough" for Stocks
Project Syndicate Niall Ferguson The Economic Consequences of Mr. Osborne
GMO James Montier The Idolatry of Interest Rates Part I: Chasing Will-o’-the-Wisp
Confluence Investment Management Bill O’Grady The U.K. Elections
Lord Abbett Milton Ezrati U.S. Economy: A Variable-Speed Recovery
The Royce Funds Charlie Dreifus On the Road to Normal
First Trust Advisors Brian Wesbury, Robert Stein Taxes Culprit Behind Slow Sales
AdvisorShares Heather Rupp Rates and Returns, 2013 versus 2015
Nuveen Asset Management Robert Doll Equities Push Ahead Despite Softening Economic Growth
CMG Capital Management Group Steve Blumenthal On My Radar: Valuations and Forward Return
Charles Schwab Liz Ann Sonders Devil Inside: Dissecting the Most Popular Valuation Metrics
Raymond James Jeffrey Saut Crescendo or Consolidation?
AllianceBernstein Kent Hargis, Chris Marx Active Equities Don’t Have to Be Riskier
GaveKal Capital Team Monetary Movements & Economic Mirage
F.A.S.T. Graphs Chuck Carnevale Warning: Don’t Let Market Hype Cause You to Miss This Total Return Opportunity
Hedgeye Risk Management Keith McCullough Constructively Dissatisfied
Project Syndicate Robert Shiller Inspiring Economic Growth
New Arc Investments Jeff Miller Weighing the Week Ahead: Will the Interest Rate Spike Threaten Stock Prices?
ProVise Management Group Ray Ferrara ProVise Bullets
PIMCO Jelle Brons, David Linton Security Selection and Liquidity Management Are Key in the Steadily Growing Credit Market
AllianceBernstein Joseph Rosenblum Chicago Faces Critical—but Not Insurmountable—Financial Problems
Franklin Templeton Investments Mark Mobius Investor Sentiment Around the World
Hussman Funds John Hussman The "New Era" is an Old Story
Loomis Sayles Janet Sung Two Blows to Broadband: 4 Implications of Tougher Regulation
Hale Stewart Hale Stewart US Equity and Economic Review For the Week of May 11-15; A Really Unimpressive New High, Edition
Northern Trust Carl Tannenbaum Explaining the Rise in Long-Term Interest Rates