Third Party Research Links
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The links below direct you to some of my favorite
research sites (listed in no particular order):
research sites (listed in no particular order):
- Financial Sense
- Marc Faber
- Nouriel Roubini's Blog
- Lenny Dkystra (believe it or not)
- Ken Kam and Marketocracy
- Briefing.com
- Welling@Weeden
- Investors Business Daily
- Jim Grants Interest Rate Observer
- GaveKal
- Bank Credit Analyst
- John Mauldin
- John Hussman
- Marty Whitman & Third Avenue
- John Williams Shadow Government Stats
- John Williams CPI Explanation
- Ludwig Von Mises Institute Home
- Doug Noland's Weekly Credit Bubble Bulletin
- MatthewsFunds - Investing in Asia Since 1994 (Matthews India link at Morningstar.com).
- Wintergreen Fund (David Winters is one of my favorite investors) MStar Link.
- Birmiwal Oasis Fund. This is an intriguing and somewhat mysterious fund. Attached is a
link to the prospectus, which is a good example of tiered expense ratios. PDF is here.
Stockpickr background on Birmiwal is here. MStar link is here. - Casey Research.
- Dow Theory Analysis - Enrico Orlandini.
- Contrary Investor.
- Vitaliy Katsenelson of Investment Insight (Good Bio for reference on articulating my love of
investing and writing) and Contrarian Edge(his more recent website). - Crosscurrents. Some great charts including mutual fund ownership from the Investment
Company Institute. - Marsico Int'l Opportunities (MIOFX).
- Striking Price Daily with Steven Sears from Barron's.
- Blogs To Emulate
- The Capital Spectator (Excellent Analysis and a very nice template for a blog that I would
like to write some day) - Roger Conrad's Utility & Income. Archive at Financial Sense. Also writes
MapleLeafMemo.
- Mutual Funds (Early Investor Or Potential)
- Pinnacle Value - Profile from AI having an excellent year in 2008. Look at Conrad
Industries (their top holding that builds barges and oil rig components as a possible stock
pick).