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

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Firm Name Author Title Date
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Advisor Perspectives (dshort.com)Doug ShortIs the Stock Market Cheap?2014-09-02
Nuveen Asset ManagementRobert DollStronger Growth Should Push Equities Higher2014-09-02
AllianceBernsteinStuart Rae, John LinChina’s Reforms Open New Path to Equities2014-09-02
Franklin Templeton InvestmentsMark MobiusBanking on BRICS2014-09-02
GaveKal CapitalTeamUS Home Prices Rise In July2014-09-02
PIMCOJoshua Anderson, Emmanuel Sharef, Jason Mandinach Late, Not Lost: The Economic Drag From the Millennial Generation2014-09-02
Project SyndicateKenneth RogoffThe Exaggerated Death of Inflation2014-09-02
Project SyndicateJoseph StiglitzDemocracy in the Twenty-First Century2014-09-01
Mauldin EconomicsJohn MauldinGrowth2014-09-01
Project SyndicateNouriel RoubiniAbenomics, European Style2014-08-31
Charles SchwabLiz Ann Sonders, Brad Sorensen & Michelle GibleySound Familiar?2014-08-30
U.S. Global InvestorsFrank HolmesAnticipate Before You Participate: Patterns in Trading2014-08-30
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-08-29
Sungarden Investment ResearchRobert IsbittsWhy 2K?2014-08-29
U.S. Global InvestorsFrank HolmesLucara Diamond Stock Sparkles, Reports Another Strong Quarter2014-08-29
BlackRockRuss KoesterichThree Investing Lessons from the Napa Earthquake2014-08-29
GaveKal CapitalTeamThe Modern Day Widow Maker Trade is to Short Treasuries2014-08-29
The Royce FundsChuck RoyceThe Long-Term Value of Active Management in the Small-Cap Space2014-08-29
LPL FinancialAnthony ValeriBond Yields Around a First Rate Hike2014-08-29
Leuthold Weeden Capital ManagementDoug RamseyMarket Internals—Breadth Weakness Troubling But Not Dire2014-08-28
The Royce FundsJim Harvey, Dilip BadlaniBrazil: A Ripe Market for Bottom-Up Stock Pickers2014-08-28
EnvestnetZachary Karabell The World is in Crisis…the Markets Are Not2014-08-28
Project SyndicateSimon JohnsonWashington Recaptured2014-08-28
Anderson GriggsKendall AndersonFrustrations of a Frugal Investor2014-08-28
Andres Capital ManagementBob AndresI Can’t Save Europe Alone – Mario Draghi at Jackson Hole2014-08-28
LPL FinancialJohn CanallyData Dilemma: When Final Isn't Final2014-08-28
U.S. Global InvestorsFrank HolmesGold Jewelry Demand in India Improves2014-08-27
Project SyndicateStephen RoachThe Stall-Speed Syndrome2014-08-27
AdvisorSharesAde OdunsiGold: Keeping Calm And Carrying On2014-08-27
Halbert Wealth ManagementGary HalbertFed's Getting Anxious About Interest Rate "Liftoff"2014-08-27
Chelsea Global AdvisorsEdward Talisse The Price is Right - The S&P 500 Index Deconstructed2014-08-27
Cleary GullBrian AndrewFrom the Alps to the Tetons2014-08-27
Smead Capital ManagementWilliam SmeadThe Demise of Active Management is Greatly Exaggerated2014-08-27
Calamos InvestmentsNick Niziolek, Paul RyndakEM Growth Provides Tailwind for Automation Companies2014-08-27
Confluence Investment ManagementBill O'GradyRepublic or Empire? An Update, Part 22014-08-26
Columbia ManagementZach PandlYellen at Jackson Hole2014-08-26
Flexible Plan InvestmentsJerry WagnerHow Do You Anticipate the Unexpected?2014-08-26
Mauldin EconomicsJohn MauldinA Nation of Shopkeepers2014-08-26
Allianz Global InvestorsKristina HooperMarkets Want a Date, Fed Wants More Data2014-08-26
FortigentChris Maxey, Brian PayneEvent Driven Managers Encounter a Short-Term Hiccup2014-08-26
Thomas White InternationalTeamGlobal Economic Overview: July 20142014-08-26
Invesco BlogWalter DavisCorrecting a Common Misconception about Alternative Investments2014-08-25
AllianceBernsteinJeff Skoglund, Shrut VakilNew US Bank Rules a Boon for Bond Investors2014-08-25
BlackRockRuss KoesterichActive or Passive? How to Blend Aspects of Both2014-08-25
GaveKal CapitalTeamCatching Up On Performance2014-08-25
Advisors Asset ManagementMatt LloydConsumer Spending & Economic Recoveries: What They Mean Going Forward2014-08-25
Hussman FundsJohn HussmanBroken Links: Fed Policy and the Growing Gap Betweeen Wall Street and Main Street 2014-08-25
Nuveen Asset ManagementRobert DollEquities Climb as Investors Focus on Fundamentals2014-08-25
Muhlenkamp & CompanyRon MuhlenkampQuarterly Letter2014-08-23
Advisor Perspectives (dshort.com)Doug ShortECRI Recession Watch: Weekly Update2014-08-23
Guggenheim PartnersScott MinerdOne-Handed Guidance for Investors2014-08-23
Franklin Templeton InvestmentsEric TakahaAn Unconstrained View of Corporate Credit Amid the Rate Debate2014-08-23
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-08-23
U.S. Global InvestorsFrank HolmesManaging Expectations 2014-08-23
AllianceBernsteinAnne BucciarelliWhat Your Parents Didn’t Tell You About Saving for Retirement2014-08-22
GaveKal CapitalTeamStock Indexes Break to New Highs on Less Participation from Individual Stocks (Again)2014-08-22
Matthews AsiaSatya PatelAssessing Corporate Credit Risk in Asia 2014-08-22
Broadleaf PartnersDoug MacKay, Bill HooverOur Take on the Fed Minutes2014-08-22
Research AffiliatesRob Arnott, Engin KoseWhat "Smart Beta" Means to Us2014-08-22
Diamond Hill Capital Management, Inc.Kyle SchneiderHospitals: No Longer in the ICU2014-08-21
WisdomTreeChristopher GannattiInspiring Economic Dynamism within Japan2014-08-21
TCW Asset ManagementHarrison Choi, Brian RosenlundThe TCW Advantage: Constructing Proprietary RMBS Collateral Benchmarks2014-08-21
Charles SchwabLiz Ann Sonders, Brad Sorensen, Michelle GibleySkittishness2014-08-21
Raymond JamesScott BrownA Roadmap, Not a Timetable2014-08-21
Raymond JamesJeffrey SautLucid Dreaming!2014-08-21
Franklin Templeton InvestmentsMark MobiusTouring the Investment Landscape in the Czech Republic2014-08-21
GaveKal CapitalTeamFed Revises Down Potential GDP In More Hawkish Minutes2014-08-21
AdvisorSharesTim GramatovichAn Inefficient Asset Class2014-08-21
Manning & NapierTeamClarity in Emerging Markets: Indonesian Election Outcome2014-08-20
AllianceBernsteinVadim ZlotnikovIs a Big Equity Correction Imminent? Not Yet2014-08-20
WisdomTreeRick HarperA Peak at Yellen’s Labor Market Dashboard Highlights Fed Concerns2014-08-20
GaveKal CapitalTeam5 Charts Showing The Taper Effect2014-08-20
U.S. Global InvestorsFrank HolmesDiversification and Discipline Are Key to Investing in Gold2014-08-20
Columbia ManagementTy SchobackDetroit bankruptcy — One year later2014-08-20
Merk InvestmentsAxel MerkWhat's Your Exit?2014-08-20
Thomas White InternationalTeamAmericas: Regional Economic Review - Q2 20142014-08-20
Franklin Templeton InvestmentsCindy SweetingEuropean Bank Stocks: Time to Buy, or Bail?2014-08-19
BlackRockRuss Koesterich“Bad News is Good” – A Hard Habit for Investors to Kick2014-08-19
GaveKal CapitalTeamNot A Single Developed Sector Is Trading Below 22x P/E2014-08-19
AdvisorSharesAde OdunsiGold – Keeping it Real2014-08-19
PIMCORichard ClaridaShare and Share Alike??2014-08-19
Confluence Investment ManagementBill O'GradyRepublic or Empire? An Update, Part 12014-08-19
FortigentChris Maxey, Ryan DavisEurope Taking a Negative Turn2014-08-19
Guinness Atkinson Asset ManagementMatthew PageTo Meet Or Not to Meet2014-08-19
Allianz Global InvestorsKristina HooperStrange Days Indeed2014-08-19
Nuveen Asset ManagementRobert DollTug of War Continues Between Fundamentals and Geopolitics2014-08-18
Eaton VanceEaton Vance Municipal Insight CommitteeDon’t Ignore Higher Taxes Until Tax Day2014-08-18
PIMCOTracy Chin, Aaditya ThakurAustralia’s Terms of Trade: Implications For Credit Investors2014-08-18
Franklin Templeton InvestmentsFranklin Templeton Fixed Income Group®Global Economic Perspective: August2014-08-18
AllianceBernsteinChris MarxDon’t Be Passive About Rising Rates2014-08-18
F.A.S.T. GraphsTeamWhy Gilead Is The Most Exciting Growth Opportunity In 20142014-08-18
Invesco BlogIdo CohenDynamic and Durable Growth Part 4: The Coming Mobile Advertising Boom2014-08-18
Hussman FundsJohn HussmanDimes on Black and Dynamite on Red 2014-08-18
Mauldin EconomicsJohn MauldinBubbles, Bubbles Everywhere2014-08-16
U.S. Global InvestorsFrank HolmesManaging Expectations - Part III2014-08-16
Sungarden Investment ResearchRobert Isbitts7 Phrases Investment Professionals Should Never Say2014-08-16
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-08-16
Andres Capital ManagementBob AndresThe “Unfortunate” Truth About the Bond Market?2014-08-16
Dynamika Capital L.L.C.Alexander GiryavetsLifted by Germany and China2014-08-15
GaveKal CapitalTeam Small Cap Performance Suggests Another Leg Of Counter-Cyclical Leadership2014-08-15
Matthews AsiaHenry ZhangReady to Board the "Through Train?"2014-08-15
BlackRockRuss KoesterichWhat Middle East Tensions Mean for Oil Prices & Equity Portfolios2014-08-15
Project SyndicateMohamed El-ErianThe Fragmentation of Bretton Woods2014-08-15
Euro Pacific CapitalPeter SchiffNeighborhood Bully - America Recklessly Throws its Weight Around2014-08-15
Broadleaf PartnersDoug MacKayQuick Thoughts 22014-08-15
Franklin Templeton InvestmentsMark MobiusWinds of Change in Saudi Arabia’s Investment Climate2014-08-14
GaveKal CapitalTeamA Change In Consumer Behavior?2014-08-14
Merk InvestmentsAxel MerkGlobal Policy Divergence - Really?? 2014-08-14
Raymond JamesJeffrey SautA New York State of Mind2014-08-14
Raymond JamesScott BrownHow Much Slack Is There In the Job Market?2014-08-14
Halbert Wealth ManagementGary HalbertThe Border Crisis: Why Is It Happening & Why Now?2014-08-13
Bronfman E.L. RothschildBruce LaningAugust Economic Update and Trends2014-08-13
WisdomTreeJeremy SchwartzTime to Consider Korea Hedged Equities2014-08-13
Richard Bernstein AdvisorsRichard BernsteinToward the Sounds of Chaos2014-08-13
SMC Fixed Income ManagementPortfolio TeamMunicipal Market Perspectives2014-08-13
Flexible Plan InvestmentsJerry WagnerHow Are Tigers Like Bears?2014-08-13
Heartland AdvisorsBradford EvansBanking on Banks2014-08-13
Smead Capital ManagementWilliam SmeadThere’s No Place Like Home2014-08-13
Chelsea Global AdvisorsEdward TalisseTiming the Bond Market2014-08-13
FortigentBrian PayneLong/Short Funds Go 'Unhedged' in Energy2014-08-12
WisdomTreeBradley Krom Federal Reserve Tapering Part II: Emerging Market Local Debt Performance2014-08-12
Thomas White InternationalTeamMiddle East/Africa: Regional Economic Review - Q3 20142014-08-12
Thomas White InternationalTeamGlobal Economic Overview: June 20142014-08-12
Thomas White InternationalTeamInternational Equity Commentary: June-20142014-08-12
Thomas White InternationalTeamDeveloped Asia Pacific: Regional Economic Review - Q2 20142014-08-12
Columbia ManagementDave KingFlexible Income Strategies - Avoiding Side Effects from the Fed’s Medicine2014-08-12
Confluence Investment ManagementBill O'GradyReflections on WWI: Geopolitics and Markets2014-08-12
Willingdon Wealth ManagementMichael KayesBaseball, Hot Dogs, and Apple Pie2014-08-12
Allianz Global InvestorsKristina HooperWhat a Credit-Shy Consumer Means for Growth2014-08-12
Castleton PartnersTeamWeekly Market Update2014-08-12
Eaton VanceTom Metzold, Jim Evans, Lew Piantedosi, Peter CrowleyConfronting the Tax Drag2014-08-12
Eaton VancePayson SwaffieldFinding Value in a Challenging Bond Market2014-08-12
The Royce FundsChuck Royce, Chris Clark, Francis GannonIs the Improving Economy a Good Sign for Active Managers?2014-08-11
Franklin Templeton InvestmentsDavid ZahnA Strengthening Case for European Bonds2014-08-11
Accuvest Global AdvisorsDavid GarffWhat Countries are Hot? What Should a Momentum Investor be Looking at Now?2014-08-11
BMO Global Asset ManagementSandy LincolnMarket Perspectives: The Corporate Inversion Debate2014-08-11
Invesco BlogIdo CohenDynamic and Durable Growth Part 3: The Mobile Data Tsunami2014-08-11
Mauldin EconomicsJohn MauldinTransformation or Bust, Part 22014-08-11
Hussman FundsJohn HussmanLow and Expanding Risk Premiums are the Root of Abrupt Market Losses 2014-08-11
Charles SchwabLiz Ann Sonders, Brad Sorensen & Michelle GibleySummer Void2014-08-09
Matthews AsiaAndy RothmanImportant Reform Progress2014-08-09
Sungarden Investment ResearchRobert IsbittsWhat in the World?! (Sungarden’s Thoughts on Current News Headlines)2014-08-09
Northern TrustCarl Tannenbaum Weekly Economic Commentary2014-08-09
U.S. Global InvestorsFrank HolmesManaging Expectations 2014-08-09
YCharts, Inc.Erik Kobayashi-SolomonThe Big Picture: Who’s Afraid of Shiller’s CAPE?2014-08-08
Euro Pacific CapitalDickson Buchanan Jr.Argentina's Default: A Devastating Lesson in Unfunded Government Liabilities2014-08-08
Excelsia Investment AdvisorsCliff DraughnYellenization2014-08-08
Christian Brothers Investment ServicesJohn GeissingerThe Temptation of Market Timing2014-08-08
AdvisorSharesAde OdunsiHow to Hold Gold Financed in Euro2014-08-08
Research AffiliatesJason Hsu, Vitali KalesnikFinding Smart Beta in the Factor Zoo2014-08-08
Guggenheim PartnersScott MinerdInvestor or Speculator?2014-08-08
Manning & NapierTeamThe Potential Impacts of Geopolitical Risks on Financial Markets2014-08-08
Franklin Templeton InvestmentsDon TaylorA Mid-Year Crossroads for US Equities?2014-08-07
GaveKal CapitalTeamDetailing The European Correction2014-08-07
BlackRockRuss KoesterichWith US Volatility on the Upswing, Take a Look at Asia2014-08-07
WisdomTreeBradley Krom Federal Reserve Tapering Part I: Emerging Market Currency Performance2014-08-07
Project SyndicateJoseph Stiglitz, et al. Argentina’s Griesafault2014-08-07
HighTower AdvisorsPamela RosenauBanking on the Trends2014-08-07
LPL FinancialJohn CanallyReconnected?2014-08-06
WisdomTreeLuciano Siracusano IIIWhat Asset Class Rallied Last Week amid the Sell-Off?2014-08-06
Halbert Wealth ManagementGary HalbertConsumer Confidence Hits 7-Year High - Really?2014-08-06
Soledad Investment ManagementNathan Fischer, Louie NguyenGlobal Dividend Insights2014-08-06
Flexible Plan InvestmentsJerry WagnerComing Down from a Rocky Mountain High?2014-08-06
Grey Owl Capital ManagementTeamGrey Owl Q2 Investment Commentary2014-08-06
SBTCapital Clube de InvestimentoSebastião Buck TocalinoThe Tocalino Index©: applying Demographics to a variation on Arthur Melvin Okun´s Misery 2014-08-06
Raymond JamesJeffrey SautAlways Wrong?!2014-08-05
Raymond JamesScott BrownSo, What Did We Learn?2014-08-05
LPL FinancialTeamStock Market Valuations Suggest That This Bull Market Still Has Teeth2014-08-05
Smead Capital ManagementWilliam SmeadWould John Templeton See Light at the End of Aflac’s Tunnel?2014-08-05
Andres Capital Management.Bob AndresAvoiding the Unintended Migration from Investor to Speculator2014-08-05
The Royce FundsFrancis GannonDrawing Parallels Between Company Quality and Economic Strength2014-08-05
Advisors Asset ManagementMatt LloydNumbness to Numbers2014-08-05
Allianz Global InvestorsKristina HooperGetting a Grip on the Fed Tightening Tizzy2014-08-05
FortigentRyan Davis, Brian PayneBanco Espirito Santo: Opportunity for the ECB?2014-08-05
Cleary GullBrian AndrewMixed Signals2014-08-05
Hussman FundsJohn HussmanA Hint of Advance Warning2014-08-04
Castleton PartnersTeamWeekly Market Update2014-08-04
Nuveen Asset ManagementRobert DollMounting Pressure Weighs on Equities2014-08-04
Euro Pacific CapitalJim NelsonInflation Trumps Growth2014-08-04
Heron FinancialDavid EdwardsUS Stocks Make 31 Record Highs in 2014, But Investors Panic During 3% Selloff2014-08-04
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-08-04
Invesco BlogErik VossDynamic and Durable Growth Part 2: The Enormous Implications of Shale Energy2014-08-04
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