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

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Market Commentaries

Firm Name Author Title
Raymond James Jeffrey Saut Episodic Volatility
F.A.S.T. Graphs Chuck Carnevale Suffering Stock Market Stress?
CMG Capital Management Group Steve Blumenthal On My Radar: QE Has Not Worked – Period!
AllianceBernstein James Tierney, Jr. Will Oil Prices and Equities Stay Hitched?
Columbia Threadneedle Investments Adam Scully-Power Mitigating the Financial and Emotional Impact of Market Volatility
GaveKal Capital Bryce Coward What Investing Factors Have Worked the Best for Equities Over the Last Year?
Franklin Templeton Investments Mark Mobius Exploring Culture and Companies in Changsha, China
Johnson Bank Brian Andrew Learning from Taylor
RevSD Ted Kavadas Recession Probability Models - February 2016
The Fat Pitch Urban Carmel Weekly Market Summary
SBTCapital Clube de Investimento Sebastiao Buck Tocalino Misadventures of Real Economy in Central Banks’ Neoclassical Wonderland
Envestnet Zachary Karabell Markets Are a Mess, but Don't Jump to Conclusions Yet
Tata Asset Management Ritesh Jain, Abhishek Sonthalia Charts That Matter, February 2016 Avi Gilburt Have the Miners Bottomed?
Charles Schwab Liz Ann Sonders, Brad Sorensen and Jeffrey Kleintop Watching and Waiting
Northern Trust Carl Tannenbaum In Search of Solutions to Four Puzzles
Matthews Asia Henry Zhang Pollution and China's Economic Transformation
U.S. Global Investors Frank Holmes 10 Numbers to Know for the Chinese New Year
Mauldin Economics John Mauldin $100 Trillion Up in Smoke
Osterweis Capital Management Carl Kaufman, Simon Lee, Bradley Kane No Place to Hide or No Place to Go?
Osterweis Capital Management John Osterweis, Matt Berler Deflation Rears Its Ugly Head
Arete Asset Management David Robertson The Super Hole: Taking on the Competition of Entitlements
GMO Ben Inker, Jeremy Grantham GMO Quarterly Letter
U.S. Global Investors Frank Holmes Muni Bonds Have Performed Well in Volatile Times
AllianceBernstein Kent Hargis, Sammy Suzuki, Chris Marx Riding Out Wild Equity Markets
Raymond James Jeffrey Saut Rich Man, Poor Man
Project Syndicate Nouriel Roubini The Global Economy’s New Abnormal
Grey Owl Capital Management Team Quarterly Letter
Milliman Financial Risk Management Joe Becker, Adam Schenck, Jeff Greco Investors to Governments: We'll pay you to Hold Our Money
Russell Investments Jeff Hussey 2016: The Year of Multi-Asset Investing (again)
HiddenLevers Jeffrey Baker Crude Awakening
Milliman, Inc. Stephen Conwill The Folly of Negative Interest Rates as Public Policy
Smead Capital Management William Smead Revenge of the Nerds
Commonwealth Financial Network Brad McMillan Negative on Japan’s Negative Interest Rates
Heartland Advisors Eric Miller Mind the Gap
Money Metals Exchange Stefan Gleason The Dethroning of Cash: Discouraged, Penalized, Even Banned?
The Forecasting Advisor Robert Lamy January Data Point to a Modest Decline in U.S. Real GDP in the First Quarter of 2016
Columbia Threadneedle Investments David King 5 Reasons to Consider Convertible Securities Today
LPL Financial John Canally Groundhog Day?
Thornburg Investment Management Inbok Song China's Retail-driven Equity Market a Wild Ride
BlackRock Rick Rieder What Investors Need to Know About Returns in 2016
LPL Financial Burt White Fear February After Jittery January?
Janus Capital Group Bill Gross Increasingly Addled
Mauldin Economics John Mauldin A Little Chaos Is a Good Thing
Commonwealth Financial Network Brad McMillan A Look Back at 2015: Lessons Learned
Merk Investments Axel Merk Gold to Beat Stocks?
Money Metals Exchange Clint Siegner Bizarre Gold & Silver Movements Occurring Behind-the-Scenes…
The Washington Update Andrew Friedman Iowa
Halbert Wealth Management Gary Halbert Sub-3% GDP Growth: A Lost Decade For The US Economy
Loomis Sayles Laura Sarlo Global Growth Forecast - Q1 (Infographic)