Saturday, January 5, 2013

So many people to listen to out there when it comes to the economy and the markets...who to listen to? And more importantly, who (if anybody) to give your money to? Here's some of the best I've come across:

John Hussman - www.hussmanfunds.com - Free weekly market comment plus an archive going back for a decade. Some of the most valuable market/economic insights you'll find out there. His piece entitled "The Likely Range of Returns in the Coming Decade" completely changed the way I looked at the markets when I first read it a few years ago. Cost: free. If you're not reading you should be.

John Mauldin - www.mauldineconomics.com - His free weekly newsletter "Thoughts from the Frontline" is always a great read. Intelligent, engaging, sometimes a little scary, but always worth the time to read.

The guys over at GMO - www.gmo.com - Jeremy Grantham has been around forever and knows a thing or two about the markets. He writes a quarterly letter that is always a must-read. I'm also a huge fan of James Montier of GMO's asset allocation team. He's the author of a couple of books on value and behavioral investing and I will stop whatever I'm doing to read his latest thought piece. A number of other contributors as well. All free.

Howard Marks - www.oaktreecapital.com - See "Memos from Our Chairman" in the upper right corner. Classic value investor. The guy has seen it all. Make his free periodic memos mandatory reading.

Spotting a trend? Some of the best insights out there cost you nothing other than your time and some thoughtful reflection on their material. This list is by no means comprehensive but its a great start. Check 'em out.

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