The Kirk Report is one of the deans of investment blogs. Kirk was there pretty much from the beginning and he continues to provide excellent information in his posts. He posts on everything from trading/investing strategies to trader psychology. He also has regular LinkFests where he discusses market related news. There are a lot of sites out there that do this but he is definitely one of the best.
One of the nice things about Kirk is that his posts are very useful and sometimes even actionable. What do I mean buy “actionable?” Basically that you not only learn something but if you trade you could implement what you learned today. On many blogs they provide a lot of info on different topics but when you can actually do something with the info the true value really comes through.
If you invest/trade, would like to, or just like learningThe Kirk Report.com should be on your regularly read list and if you use RSS you should be subscribed. It is definitely worth yout time.
Random Roger is a blog dedicated to investing. For the most part Roger focuses on the intermediate to long term with his investment wisdom and ideas. He focuses a lot on ETF’s and global investing along with what he is doing with his money and client money. He is very common sense oriented. Of course along with common sense he does his DD on the topics that he writes about. What do I mean by that? Well due diligence is when you realize that you need to actually do research into the big picture, medium picture, and small picture. For instance when he writes about ETF’s he actually looks at the holdings and what makes this ETF different from another ETF with the same theme. Here is a good example of ETF research. Now you might ask “what is so different about that?.” Well I would venture to say that 80% of financial advisers that use ETF’s or Mutual Funds could even tell you one of the top 10 holding for any of its funds, or what the expense ratio is, or a host of other factors. Most just know that the SPY is the SP500, OIH is the oil industry, etc. Not very detailed oriented. Contrast that with Roger who not only looks at the big picture but the micro picture as well. Remember the devil is in the details.
A few other notes about this blog is that he has been at it for three years now. A long time for a blogger. He also does a weekly review video that he posts using YouTube. He calls it the Big Picture. Overall this site has a lot of good info. Both current ideas as well as just good investment habits are written almost daily on this site. If you are sick of high strung Jim Cramer then give low key and calm RandomRoger.com a visit and actually learn.
The Big Picture
If you are into trading, finance, or really anything to do with the financial markets you should be reading Barry Ritholtz regularly. If you like Jazz you should stop by at least weekly. You might be wondering why would I go to a market blog to read about music? Well Barry does an excellent job of blending together his primary interests. If you got to his site you will see that in the header he has six different categories. They are Markets, Economy, Federal Reserve, Housing, Energy, and Digital Media. He uses the digital media category quite liberally covering everything from the Ipod and what it has done for APPL to Friday Night Jazz.
That being said the vast majority of his content is related to the markets. He posts at least once a day but usually 2-3 times. He hails from the trading world and then became a market strategist. These days he runs his own research firm Ritholtz Research and Analytics. The research is good, clean, and easy to read. That talent comes through on his blog. In addition to the blog and the research firm Barry also writes for TheStreet.com.
Here are some samples of his work.
One from today explaining where the SP500 returns have come from SP500
Here is one on The Baltic Dry Index. Have you ever heard of it? Well it is actually useful so read this post and learn about it.
And the the whopper. Here is one of many excellent articles on the housing market and its effects on other industries and sectors Housing Slowdown and its Effects. If you want to know more about housing and the economy Barry is the man. He has a ton of posts related to this and they are well written so that the layman can read it and the professional can profit from it.
As you can tell I like this blog. I have been reading it for a few years now and throughout the trading day I go back to it 1-3 times. Yes, I get it in my RSS reader but guess what? I like reading the whole thing right away with all the charts. Whereas many of my feeds I read the headline and move on I think I read 90% of his posts all the way through. So go and make The Big Picture part of your daily readings. You will become smarter after day 2.
NakedShorts.com is a site dedicated to Wall Street and more specifically hedge funds, private equity funds, and other controversial subjects related to the street. Greg Newton is the writer and he has a sense of humor. Most of his posts are relatively taboo (except for nothing is taboo on Wall Street). Here is an example of a recent post regarding Red Sox owner and CTA fund manager John Henry. If you are a Sox fan and were wondering why they couldn’t bid as high as desired for The Rocket this might be the reason. Most of his funds are down 30% or more. WIll he rebound? Probably but that is yet to be seen.
He also follows other controversies such as this one Refco figure at Man Financial. In case you were wondering Refco is a futures brokerage that blew up a while back and lost a lot of customer money in the process.
If these types of posts of Wall Street gossip/news interest you then you will love Naked Shorts.com. He posts quite regularly so if you want to stay up to date stop in every day or two. Or as I do just put it in your RSS reader.