August 4, 2016

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 finance theory.

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. 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 time saver. CXO sometimes does book reviews and researches other ideas, including momentum. 

Farnam Street: A variety of interesting topics by Shane Parrish.

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.

EconomPic Data:  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.

Alpha Architect: This is like an aggregator in that they put out posts almost every day. Some of these cover other people’s research without analysis. Other posts promote Alpha’s points of view.
 
Twitter

Twitter is also a good 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
Shane Parrish @farnamstreet
Jake @EconomPic
Wes@alphaarchitect.com
Gary Antonacci @Gary Antonacci

Here are others I like who have many followers:

Meb Faber @MebFaber
Vanguard Advisors @Vanguard_FA

These have fewer followers but deserve more:

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

There are 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.