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

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Market Commentaries

Firm Name Author Title
Project Syndicate Stephen Roach Global Growth – Still Made in China
Project Syndicate Mohamed El-Erian An Opportunity for Egypt and the IMF
Raymond James Jeffrey Saut Zebras?!
BlackRock Russ Koesterich Once Again, It's Too Quiet out There
AllianceBernstein John Taylor Rising Above Europe's Sinking Bond Yields
PIMCO Christian Stracke, Tom Collier Disruptive Regulation: A Secular Investment Opportunity
Halbert Wealth Management Gary Halbert Average Household Debt: $132,000 - Not Counting Mortgage
Smead Capital Management William Smead The Shot Heard Around The World
Money Metals Exchange Clint Siegner Awareness of Fed Credibility Problems Going Mainstream
LPL Financial Burt White Corporate Beige Book: Q2 Offers Few Signs of Improvement
361 Capital Blaine Rollins It Looks Like a Hike…
Heartland Advisors Colin McWey Creating a Nightmare on Wall Street?
Confluence Investment Management Bill O’Grady What’s Putin up to?
The Washington Update Andy Friedman Government Funding Deadline Approaches amid Election Turmoil
Nuveen Asset Management Robert Doll Investor Confidence Is Slowly Improving
First Trust Advisors Brian Wesbury, Robert Stein Bull Market Has Further to Run
Raymond James Scott Brown Yellen’s Jackson Hole Speech
AllianceBernstein Martin Atkin Take the Blinders Off Your Risk-Management Strategy
Franklin Templeton Investments Wilson Magee Real Estate Breaks New Ground
GaveKal Capital Eric Bush Did Uber Really Lose $1.2 Billion In The First Half of 2016? Probably Not
Mauldin Economics John Mauldin Six Ways NIRP Is Economically Negative
Charles Schwab Liz Ann Sonders All Summer Long: Will the Extreme Lull in Volatility Persist?
Thornburg Investment Management Charles Roth Colombia’s Raw Peace Could Open New Era of Higher Growth
CMG Capital Management Group Steve Blumenthal On My Radar: The Little Engine That Could
AllianceBernstein Team Why Global Bonds? This.
GaveKal Capital Jennifer Thomson Hunting for Diamonds in the Rough
Columbia Threadneedle Investments James Dearborn Can Muni Bonds Keep Outperforming?
Real Investment Advice Lance Roberts Bulls, Bears & The Broken Clock Syndrome
NewArc Investments, Inc. Jeff Miller Weighing the Week Ahead: Will the Fed Get the Signal for a September Rate Hike?
Invesco Duy Nguyen Designing an Investment Plan Specifically for College Savers
F.A.S.T. Graphs Chuck Carnevale A Comprehensive Look at Dividend Growth Stock Valuations Sector by Sector: Part 2
Franklin Templeton Investments Ed Perks Politics, Policies and Market Resiliency
GaveKal Capital Jennifer Thomson A Leveling of the Playing Field?
Northern Trust Carl Tannenbaum, Asha Bangalore, Ankit Mital Looking Past the Olympic Carnival
U.S. Global Investors Frank Holmes 11 Reasons Why Everyone Wants to Move to Texas
Research Affiliates Michael Aked, Jim Masturzo Next Season's Meager Harvest in Commercial Real Estate
AllianceBernstein Joseph Carson Yellen's Jackson Hole Remarks Make US Rate Hike More Likely
Advisor Perspectives (dshort.com) Jill Mislinski ECRI Weekly Leading Index: WLI Inches Up
Arete Asset Management David Robertson Picks and Shovels: The Changing Tools of Investment Research
BMO Global Asset Management Jon Adams, Michael Dowdall, Alan Schwartz, Lowell Yura Are stocks expensive? Perhaps, but so what...
GaveKal Capital Eric Bush Focus On Where Outperformance Is Occurring
Franklin Templeton Investments Mark Mobius Emerging-Market Small Caps: A Distinct Growth Opportunity
PIMCO Mark Kiesel Credit Markets Still Supported By Global Trends
LPL Financial Anthony Valeri Is Foreign Demand Fading?
Paul R. Ried Financial Group Adam Jordan August 2016 Market Commentary
Russell Investments Van Luu Emerging Markets: Is Now the Right Time?
GaveKal Capital Jennifer Thomson So, You Think European Industrials Have Bottomed…
Wells Fargo Asset Management Dr. Brian Jacobsen, CFA, CFP Fact: 32% of Our past 60 Rate Hikes Were in Election Years
Project Syndicate Carmen Reinhart The Easy Money Contagion
Guggenheim Partners Scott Minerd A New Policy Orthodoxy Is Emerging