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

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Market Commentaries

Firm Name Author Title
Project Syndicate Carmen Reinhart The Hidden Debt Burden of Emerging Markets
Research Affiliates Chris Brightman Investing versus Flipping
Northern Trust Carl Tannenbaum, Asha Bangalore Facts and Fear
LPL Financial Burt White Earnings Preview
Columbia Threadneedle Investments Jeffrey Knight Q3 — a Stark Reminder Why Portfolio Resilience Matters
PIMCO Felix Blomenkamp The ECB’s ABS Purchases – Catalyst or Dud?
AllianceBernstein Daniel Loewy, Christopher Nikolich Happily Ever After: Lifetime Income in DC Plans Shouldn’t Be a Fairy Tale
Franklin Templeton Investments Michael Hasenstab Hasenstab Sees Once-in-a-Multi-Decade Opportunities
GaveKal Capital Eric Bush Unemployment Claims Pointing To Further Economic Expansion
Franklin Templeton Investments Mark Mobius A Lens on Latin America
Russell Investments Rob Balkema Global Market Outlook: Potential Currency Opportunities for Investors
PIMCO Mike Amey A Very British Recovery
BlackRock Russ Koesterich Can Central Banks Help Push Stocks Higher?
Raymond James Jeffrey Saut Why Are You So Angry?
Oak Associates Robert Stimpson Dot-Communism
Halbert Wealth Management Gary Halbert September Jobs & Manufacturing Reports Disappoint Again
Streettalk Live Lance Roberts Technically Speaking: The Real Correction Is Still Coming
Tillar-Wenstrup Advisors Jim Tillar, Steve Wenstrup Third Quarter 2015 Newsletter - Corrected Market!
Loomis Sayles Richard Skaggs, Craig Burelle Chart of the Week: Is It Time to Enjoy High Equity Risk Premiums?
AdvisorShares Roger Nusbaum Done in By Biases?
Lear Investment Management Rick Lear Rainmakers
New Frontier Advisors Dr. Richard Michaud China and the Fed
Project Syndicate Kenneth Rogoff The French Exception?
Columbia Threadneedle Investments Robert McConnaughey Innovation and Investment in “short-termist” America
Flexible Plan Investments Jerry Wagner Mom and Investment Underdogs
Laureate Wealth Management Jeremy Boynton A Brief Interpretation/Psycho-Analysis of the Market's Action Friday and Today
BlackRock Russ Koesterich As Growth Slows, Markets Seek Comfort in Old Friends
StratX, LLC Ted Kavadas Recession Probability Models - October 2015
CMG Capital Management Group Steve Blumenthal On My Radar: Defaults Will Breach the Historical High Next Year – The Fed is the “Wild Card”
NewArc Investments, Inc. Jeff Miller Weighing the Week Ahead: What is Behind the Recent Market Volatility?
Lord Abbett Milton Ezrati Where's the Capital Spending Recovery?
Confluence Investment Management Bill O’Grady Putin and Syria
Calamos Investments John Calamos, Sr. Investing Through Volatility: Finding Opportunities in a Slow-Growth Environment
Neuberger Berman Neuberger Berman Asset Allocation Committee Equity Outlook Fourth Quarter 2015
Charles Schwab Liz Ann Sonders Under Pressure: Earnings Recession Warning; Economic Recession Watch
Euro Pacific Capital Peter Schiff Failure to Launch
Raymond James Scott Brown Employment, GDP, and the Fed
PIMCO Joachim Fels Money Glut: More to Come, Still Effective
AllianceBernstein Scott DiMaggio, Alison Martier Global Bonds: To Hedge or Not to Hedge?
GaveKal Capital Eric Busch US Corporate Bond Spreads Continue To Widen
Calamos Investments Nick Niziolek Green Shoots in China?
Nuveen Asset Management Robert Doll Key Themes for the Fourth Quarter and 2016
The Forecasting Advisor Robert Lamy U.S. Economic Growth Slowed Sharply in 2015 Q3
Brouwer & Janachowski Christian Thwaites Jobs Down, Bonds Up
Hale Stewart Hale Stewart US Bond Market Week in Review; Did the Window Close, Edition?
First Trust Advisors Brian Wesbury, Robert Stein The Bull Market Still Lives
Milliman Financial Risk Management Joe Becker, Adam Schenck, Jeff Greco September 2015 Market Commentary
Invesco Blog William Yuen An All-Market Approach to Investing in China
Hussman Funds John Hussman A Growing Risk of Recession
AllianceBernstein Hayden Briscoe China: Policy and Fundamentals Converge