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

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Market Commentaries

Firm Name Author Title
GaveKal Capital Team The Right Tool For The Job of Active Management
Matthews Asia Teresa Kong China's First SOE Default: More to Come?
PIMCO David Braun, Scott Millimet Global Divergence, the Federal Reserve and the Impact on U.S. Insurers
Willingdon Wealth Management Michael Kayes Going Fast or Going Far
Streettalk Live Lance Roberts BofA Is Confusing Liquidity Fueled And Secular Bull Markets
Osterweis Capital Management Carl Kaufman, Simon Lee, Bradley Kane Searching for Clarity Among the Dots
Invesco Stephanie Larosiliere Lower Oil Prices Have Varied Effect on Municipal Bond Market
AdvisorShares Treesdale Partners To Hedge or Not To Hedge
Loomis Sayles Jackie Lafferty Emerging Markets Winners and Losers: Q1 2015
GaveKal Capital Team Where Banks Are Performing Well In The World Avi Gilburt Meandering Continues for Silver & Gold
Smead Capital Management William Smead Could Aflac’s Contentiousness Spell Wealth Creation?
STA Wealth Management Lance Roberts Tax Receipts Flash Economic Warning Sign
Osterweis Capital Management John Osterweis, Matt Berler U.S. Consumers Gaining Ground
Charles Schwab Liz Ann Sonders House of the Rising Sun: Is Housing Staging a Turn for the Better?
Raymond James Jeffrey Saut Activity Versus Inactivity
Raymond James Scott Brown Uncertainty
BlackRock Russ Koesterich One Silver Lining of Slower Global Growth
AllianceBernstein Darren Williams Is Greece Nearing the End of the Road?
GaveKal Capital Team Is Volatility Making a Comeback in Europe?
Clark Capital Management Group Patty Quinn McAuley How Organization Promotes Successful Outcomes
Research Affiliates Michele Mazzoleni Gimme Shelter: The U.S. Dollar Trade and Its Risks
Dynamika Capital L.L.C. Alexander Giryavets Bill’s “Short of a Lifetime”
LPL Financial Burt White Sizing Up Small Caps
Halbert Wealth Management Gary D. Halbert Has The US Dollar Topped Out, Or Headed Much Higher?
Euro Pacific Capital John Browne GE's Restructuring Pleases Investors and Avoids Other Risks
Neosho Capital Chris Richey The Charge Of The Monetary Light Brigade - Neosho Capital On The European Central Bank And Negative
Cleary Gull Brian Andrew Good Things To Life
GaveKal Capital Team Something To Keep In Mind During Earnings Season...
Eaton Vance Kathleen Gaffney and Matt Hildebrandt Stay Patient Against the Consensus Trade of 2015
Confluence Investment Management Bill O’Grady The AIIB
BlackRock Russ Koesterich QE: The Silver Lining of Slower Growth
PIMCO Adam Bowe and Robert Mead Pregnant Pause
Lord Abbett Milton Ezrati U.S. Budget: The Fiscal and Political Calculations
Flexible Plan Investments Jerry Wagner Can Lumber Be Worth It's Weight in Gold?
AdvisorShares Roger Nusbaum Social Security & Portfolio Withdrawals; It’s Complicated
First Trust Advisors Brian S. Wesbury and Robert Stein Rear-View Mirror Shows Ugly Q1
Tillar-Wenstrup Advisors Jim Tillar and Steve Wenstrup Roller Coaster Quarter
Hussman Funds John Hussman Profit Margins - Is the Ladder Starting to Snap?
Mauldin Economics John Mauldin Thoughts from the Frontline: Half a Bubble Off Dead Center
Thomas White International Team Emerging Europe: Economy Trends Update – April 2015
Nuveen Asset Management Robert Doll Drags on the Economy and Earnings Should Slowly Fade
Robert W. Baird & Co. Chaitanya Yaramada Picking Stocks in the Tech Sector
Charter Trust Company Mark Ungewitter Market Rules to Remember
CMG Capital Management Group Steve Blumenthal On My Radar: The Speech at Lost Tree Club
BlackRock Russ Koesterich Pockets of Value in the Stock Market
AllianceBernstein Ashish Shah and Ivan Rudolph-Shabinsky Afraid of Rising Rates? Don’t Be.
GaveKal Capital Team Is Brazil The Next BRIC To Ride EM Equity Wave?
Invesco Walter Davis Alternative Investing: Why Manager Skill is Crucial to Results
New Arc Investments Jeff Miller Weighing the Week Ahead: A Geopolitical Risk to U.S. Stocks?