August 4, 2016

Most Useful Investment Blogs

As with many people these days, most of my investment information comes from the internet. It has taken me years to compile a group of research-oriented blogs and websites that I have found most useful. Here is my annotated list:

Investment Blogs

Quantocracy:  This is an aggregator of quantitative trading links to blog posts and research articles. It covers a broad range of ideas from coding to theory. So not everything will be of interest to everyone. But you can evaluate links quickly, since Quantocracy displays the title and first sentence of each article. Those with any interest in quantitative finance should check out this blog.

Abnormal Returns: This is another aggregator with short content summaries. It is broader in scope than Quantocracy. In fact, about one-quarter of the links have nothing to do with investing. But many are interesting anyway. The blog's daily emails make it easy to find articles of interest.

CXO Advisory: This website is a good way to learn about new investment research posted on the Social Science Research Network (SSRN). If you pay a modest subscription fee, you can read CXO’s analysis of these research papers, which is a big time saver. CXO sometimes does book reviews andr researches other ideas, including momentum.

Quantpedia: Useful for summaries and excerpts of investment research that may not show up on CXO. They use other sources besides SSRN, such as the Cornell University Library.

Alpha Architect: This blog is like an aggregator in that they put out posts almost every day, and many of these cover other people’s research without critical analysis. Other posts contain Alpha’s own research and insights. Wes and his crew try to democratize investing and make academic concepts understandable to the public.

EconomPic Data:  This was once one of the most popular finance blogs. It became dormant for a time due to work constraints on its author, Jake. Now it is back stronger than ever.  Jake usually has thought provoking things to say, and he does some good research. His site is momentum friendly. Jake is also quite active on Twitter.

A Wealth of Common Sense: The author, Ben Carlson, is a member of the Ritholtz posse that includes The Big Picture and The Reformed Broker. All these are interesting , but Ben’s site is my favorite. It does indeed offer a wealth of common sense.

Twitter

Twitter is also an excellent source of investment information. Not only do those followed on Twitter offer their own insights, but they retweet and comment on worthwhile information from others. Here are the Twitter handles of the above bloggers plus my own:

Quantocracy @quantocracy
Tadas Viskanta @abnormalreturns
CXO Advisory @CXOAdvisory
Wesley R Gray @alphaarchitect
Jake @EconomPic
Ben Carlson @awealthofcs

Gary Antonacci @Gary Antonacci

Here are others I like who have many followers:

Meb Faber @MebFaber
Vanguard Advisors @Vanguard_FA
Cullen Roche @cullenroche

These have fewer followers but deserve more:

Samuel Lee @etfsamlee
The Leuthold Group @LeutholdGroup
Ned Davis Research @NDR_Research

There are many other excellent investment bloggers and Twitter peeps. I follow around 90. Any more and I would not have time to read them all. As with other things in life, you need to find the right balance.