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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AdvisorSharesYung LimEvaluating Break-Even Levels when Interest Rates Rise2014-09-22
Euro Pacific Precious MetalsEditorial Team at Peter Schiff’s Gold BlogDestroying the Dollar a Penny at a Time2014-09-22
Wasatch Funds Roger Edgley, Laura Geritz, Andrey Kutuzov, and Ajay KrishnanAlternative Approaches for Managing Emerging Market Equity Portfolios2014-09-22
BlackRockRuss KoesterichTwo Themes Investors Should Focus on Now2014-09-22
GaveKal CapitalTeamCopper Breaking Through Important Support as USD Continues to Surge2014-09-22
Nuveen Asset ManagementRobert DollA Lack of Surprises Helps Equity Markets Make Gains2014-09-22
Eaton VanceKathleen Gaffney, Kevin DachilleIt’s Time for Your Portfolio to Break from Tradition2014-09-22
Charles SchwabLiz Ann SondersFed Keeps “Considerable Time” … But Ups Rate Expectations Through 20172014-09-22
Hussman FundsJohn HussmanThe Ponzi Economy 2014-09-22
Invesco BlogJohn GreenwoodIt Will Take More Than ECB Rate Cuts for the Eurozone to Fully Recover2014-09-22
WisdomTreeBradley HarperYellen to the Markets: Come to Me2014-09-22
Tocqueville Asset ManagementFrancois SicartCertainty is Not the Same as Precision: What Feels Like Stability Often Is Only an Ephemeral Equilib2014-09-22
Mauldin EconomicsJohn MauldinWhere’s the Growth?2014-09-21
U.S. Global InvestorsFrank HolmesStocks Rally Following Janet Yellen's Conference and Scotland's Historic Referendum2014-09-20
Franklin Templeton InvestmentsTucker ScottA Revolutionary Idea: Investing in Europe (even Russia)2014-09-19
Clinton Investment ManagementAndrew ClintonMunicipal HY Attractive Relative to Corporate HY2014-09-19
Sungarden Investment ResearchRobert IsbittsBad Breadth2014-09-19
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-09-19
Hennessy FundsDave Ellison Banking on the Growing Strength of the Financial System2014-09-19
Guggenheim PartnersScott MinerdWhy the Pennant Race Could Coincide with Market Volatility2014-09-19
Diamond Hill Capital Management, Inc.Krishna MohanrajPanic in Bermuda: When Your Business Turns into an “Interesting New Asset Class”2014-09-19
iSectorsChuck SelfFinding Appropriate Investment Strategies for Client Portfolios2014-09-19
Raymond JamesJeffrey SautThen and Now2014-09-18
Raymond JamesScott BrownMind Your Language!2014-09-18
GaveKal CapitalTeamMore than Half of EM Stocks are Down At Least 10% From Their High2014-09-18
Franklin Templeton InvestmentsBrooks Ritchey“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates2014-09-18
U.S. Global InvestorsFrank HolmesThe Sand Demand: Finding Opportunities Beyond Direct Shale Plays2014-09-18
BlackRockRuss KoesterichWhat the Scottish Referendum & Fed News Could Mean for Investors2014-09-18
Columbia ManagementMarie SchofieldRoom to Run2014-09-18
AdvisorSharesAde OdunsiGold for the Long Run2014-09-18
Euro Pacific CapitalPeter SchiffA New Fed Playbook for the New Normal2014-09-18
Smead Capital ManagementCole SmeadThe Myth of Student Debt: Lies, Damned Lies and Statistics2014-09-18
Advisor Perspectives (dshort.com)Doug ShortMedian Household Incomes by Age Bracket: 1967-20132014-09-17
Advisor Perspectives (dshort.com)Doug ShortU.S. Household Incomes: A 46-Year Perspective2014-09-17
Bennett Group Financial ServicesDawn BennettWill the Scottish Vote on Independence Be the "Black Swan"to Financial Markets?2014-09-17
Euro Pacific Precious MetalsDickson BuchananAre Government Bonds Really "Safe"?2014-09-17
Broadleaf PartnersDoug MacKay, Bill HooverAmerica in the Driver’s Seat – Enjoy the Ride2014-09-17
Matthews AsiaKenichi AmakiAbenomics 2.02014-09-17
Project SyndicateMohamed El-ErianMarkets’ Rose-Tinted World2014-09-17
LPL FinancialJohn CanallyFall FOMC Watch2014-09-17
WisdomTreeRick Harper, Bradley KromFed Policy: From Tapering to Tightening2014-09-17
Willingdon Wealth ManagementMichael KayesDon't Be Surprised by Surprises2014-09-17
AdvisorSharesHeather RuppHigh Yield in a Rising Rate Environment: A Perspective on Historical Performance2014-09-16
Flexible Plan InvestmentsJerry WagnerIs Profiting in the Stock Market Based on Illusions?2014-09-16
Cambridge AdvisorsTeamEconomic Update2014-09-16
Confluence Investment ManagementKaisa Stucke, Bill O'GradyIndonesia2014-09-16
Value Line FundsTeamThe Case for Predictable Growth Stocks2014-09-16
FortigentChris Maxey, Ryan DavisStocks Slip on Quiet Data Week2014-09-16
Allianz Global InvestorsKristina HooperOf Kilts, Ballots, Bankers and Dots 2014-09-16
Richard Bernstein AdvisorsRichard BernsteinStocks vs. High Yield Munis2014-09-16
Robert W. BairdWillie DelwicheCycling Through History2014-09-16
Castleton PartnersTeamWeekly Market Update2014-09-16
Invesco BlogPaul CurboWhy Development Trumps Acquisitions in Our Real Estate Portfolios2014-09-15
Nuveen Asset ManagementRobert DollThe U.S. Is Diverging From Other Developed Markets2014-09-15
Bronfman E.L. RothschildBruce LaningThe Economy: September Viewpoint2014-09-15
Andres Capital ManagementBob AndresUnderstanding the Potential Risks and Rewards of Alternative Investments2014-09-15
PIMCOMark KieselEmphasize Barriers to Entry?2014-09-15
YCharts, Inc.Erik Kobayashi-SolomonGeneral Electric’s Business Strategy2014-09-15
Euro Pacific CapitalJohn BrowneA Wee Problem for the UK2014-09-15
Guggenheim PartnersScott MinerdBulls Charge Despite Weak Data2014-09-15
Mauldin EconomicsJohn MauldinWhat’s on Your Radar Screen?2014-09-14
Franklin Templeton InvestmentsPhilippe Brugere-TrelatWill the Russia-Ukraine Crisis Chill Europe’s Recovery?2014-09-13
Sungarden Investment ResearchRobert IsbittsAnarchy in the U.K.2014-09-13
Northern TrustCarl Tannenbaum Weekly Economic Commentary2014-09-13
U.S. Global InvestorsFrank HolmesPatiently Waiting for Mean Reversion2014-09-13
Charles SchwabLiz Ann SondersSchwab Market Perspective: Diverging Paths…Growing Risks?2014-09-12
AdvisorSharesAde OdunsiConditions are right for the dollar to weigh on gold2014-09-12
Columbia ManagementZach PandlU.S. rates — The Draghi floor2014-09-12
PIMCOSai S. DevabhaktuniDistressed Corporate Credit: A Tale of Two Markets?2014-09-12
Project SyndicateRobert ShillerParallels to 19372014-09-11
Calamos InvestmentsJohn CalamosWhy Growth Stocks Now?2014-09-11
Franklin Templeton InvestmentsDavid ZahnECB Measures Highlight Draghi’s Determination2014-09-11
GaveKal CapitalTeamMind the Gap-- or Absence Thereof!2014-09-11
Franklin Templeton InvestmentsMark MobiusThe Leapfrog: The Role of Technology in Accelerating Emerging Markets’ Growth2014-09-11
WisdomTreeJeremy SchwartzDiversifying With the Yen? Not if Japanese Equities Are Involved2014-09-11
Raymond JamesScott BrownAs The World Turns ...2014-09-11
Raymond JamesJeffrey SautCalm Down 22014-09-11
Euro Pacific CapitalPeter SchiffDoubling Down on Inflation2014-09-11
Matthews AsiaAndy RothmanUnderstanding China's Property Market2014-09-11
U.S. Global InvestorsFrank HolmesStrong U.S. Dollar Weakens Gold Prices this September2014-09-10
BlackRockRuss KoesterichA Global Growth Slowdown?2014-09-10
AdvisorSharesHeather RuppHigh Yield Bonds and Interest Rates2014-09-10
WisdomTreeJeremy SchwartzWhy Take Currency Risk if Diversification Benefit is Declining?2014-09-10
Merk InvestmentsAxel MerkScottish Independence Vote: Investor Implications2014-09-10
Halbert Wealth ManagementGary HalbertLabor Force Participation Lowest in 36 Years - Why?2014-09-10
Triad Investment ManagementJohn HeldmanPray for Rain2014-09-10
Janus Capital GroupChris DiazStaying Ahead of the Curve2014-09-09
LPL FinancialBurt White, Jeffrey BuchbinderBack to School With the Three Rs: Revenues, Reinvestment, and Renaissance2014-09-09
Smead Capital ManagementWilliam SmeadThe Risk of Permanent Loss2014-09-09
WisdomTreeJeremy SchwartzIs it Time to Take the Euro Out of Europe?2014-09-09
PIMCOPaul McCulleyEscape Fandango?2014-09-09
Confluence Investment ManagementBill O'GradyXi’s Purge2014-09-09
FortigentChris Maxey, Ryan DavisHiring Flounders in August and Extreme Seasonal Distortions2014-09-09
Allianz Global InvestorsKristina HooperDivergence2014-09-09
CCR Wealth ManagementThe CCR Wealth Management Investment CommitteeMarket Perspective2014-09-09
AllianceBernsteinTara Thompson Popernik What Tax Strategies Make Sense for You?2014-09-08
Nuveen Asset ManagementRobert DollA Choppy Path Stretches Ahead, but It Could Favor Equities2014-09-08
GaveKal CapitalTeamOnly 37% of Companies Are Seeing Rising Sales Estimates2014-09-08
Invesco BlogVirginia AuSearching for Value in Global Small-Cap Stocks2014-09-08
Hussman FundsJohn HussmanThe Two Pillars of Full-Cycle Investing2014-09-08
Andres Capital ManagementBob AndresAre Municipals Allergic to Basel?2014-09-08
iSectorsVern SumnichtCorrelation Convergence is Hurting Your Investment Performance2014-09-08
Mauldin EconomicsJohn MauldinEurope Takes the QE Baton2014-09-07
Charles SchwabLiz Ann SondersBack in the Saddle Again: Time to Pull in the Reins?2014-09-06
Advisor Perspectives (dshort.com)Doug ShortECRI Recession Watch: Weekly Update2014-09-06
Sungarden Investment ResearchRobert IsbittsRoll ‘Em if You’ve Got ‘Em2014-09-06
Northern TrustCarl TannenbaumWeekly Economic Commentary2014-09-06
Franklin Templeton InvestmentsGrant BowersAre US Stocks Reacting Rationally?2014-09-06
U.S. Global InvestorsFrank HolmesThe New Challenges of Price Discovery2014-09-06
Tocqueville Asset ManagementFrancois SicartA Letter to My Grandson About Entering the Working Life2014-09-05
Matthews AsiaPatricia HuangTennis star Li Na exemplifies China's newfound entrepreneurial spirit.2014-09-05
Voya Investment ManagementDouglas CotéVoya Global Perspectives – Market Update2014-09-05
U.S. Global InvestorsFrank HolmesRemember, Remember, Gold in September2014-09-05
GaveKal CapitalTeamCyclicals: Early or Late2014-09-05
AdvisorSharesAde OdunsiGold in the Time of the US Dollar2014-09-05
PIMCONicola MaiWill Russia Derail the Eurozone Recovery?2014-09-05
Research AffiliatesFeifei Li, Philip LawtonTrue Grit: The Durable Low Volatility Effect2014-09-05
Euro Pacific CapitalJohn BrowneMarkets Climb as World Faces Crisis2014-09-05
Oaktree CapitalHoward MarksRisk Revisited2014-09-04
Ivy Investment Management CompanyDavid GintherU.S. Oil Industry, Economy Feel Effects of Shale Revolution2014-09-04
PIMCOLibby CantrillCongress Will Go Out With a Whimper, But the Next Could Come In With a Roar2014-09-04
Schroders Investment ManagementKeith WadeGlobal: Recovery Continues, but Headwinds Persist2014-09-04
Merk InvestmentsAxel MerkWhat's Next for the Dollar and Gold?2014-09-04
Guggenheim PartnersScott MinerdCentral Banks Pump Up the Volume2014-09-04
LPL FinancialBurt White, Jeffrey BuchbinderMidterms May Mean More Gains for Stocks2014-09-04
Smead Capital ManagementWilliam SmeadCould a China Recession Cause $50/barrel Crude Oil?2014-09-04
Thomas White InternationalTeamEmerging Markets Equity Commentary: July, 20142014-09-04
Thomas White InternationalTeamInternational Equity Commentary: July, 20142014-09-04
Thomas White InternationalTeamDeveloped Europe: Regional Economic Review - Q2 20142014-09-04
Invesco BlogMatthew DennisAll Eyes on the ECB as Europe’s Recovery Remains Fragile2014-09-03
R Squared Capital ManagementRiad Younes International Developed and Emerging Markets2014-09-03
PIMCOWilliam GrossFor Wonks Only???2014-09-03
AdvisorSharesTim GramatovichThe Peritus Process Managing Risk2014-09-03
Lord AbbettMilton EzratiState and Local Governments Outpace the Feds2014-09-03
Euro Pacific CapitalJohn BrowneDespite Growing Risks it's Still Janet Yellen's Market2014-09-03
FortigentRyan DavisS&P Hits the 2,000 Mark2014-09-03
Voya Investment ManagementChristine Hurtsellers, Matt TomsVoya Fixed Income Perspectives – August 20142014-09-03
Halbert Wealth ManagementGary HalbertConsumer Confidence Hits a Seven-Year High... But2014-09-03
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
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