Published weekly, The Economist is an invaluable source of financial news. Highly recommended by many of the Investment Masters, The Economist provides insight into world events, interesting industry news and macro developments. I recall reading The Economist in late 2007 when their proprietary R-Word Index ['Recession'] was flashing warning signals. The Economist was well ahead of the curve in relation to the escalation in credit derivatives prior to the Financial Crisis and provided an imminent warning on the dangers residing in the US housing market. Highly recommended reading.
Value Investor Insight is published monthly and contains a collection of interviews with high quality investors with solid track records. I've found it an invaluable resource enabling me to identify industry trends early and improve my thought process around companies, industries and investing generally. Many of the Investment Masters have featured in the newsletter including Bruce Berkowitz, Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslee, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I'd much prefer to listen to a real money manager with skin in the game than a Wall Street analyst any day of the week.
The student-run Graham and Doddsville newsletter gets released three times per year. Similar to the Value Investor Insight newsletter, G&D contains interviews with many of the world's greatest investors. An excellent source of ideas, investment wisdom and insights into some of the world's best investors. Past editions have included interviews with Howard Marks, Bill Ackman, Frank Martin, Leon Cooperman, Bruce Berkowitz, Larry Robbins, Jim Chanos etc. Highly recommended reading.
Value Walk is an excellent source of investment information with a particular focus on hedge funds and long-only investor updates, letters and interviews. Updated daily, this site should be on your bookmark list. Contains a wealth of information.
I've followed Bill McBride from Calculatedrisk since before the Financial Crisis. His insights into the US housing market and US economy is second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.
This is one of my favourite websites. The website is run by Tren Griffin who recently released the excellent book "Charlie Munger - The Complete Investor". The articles tend to be in the format "A dozen things I've learnt from …xxx". While many of the Investment Masters feature in past posts there is also an interesting array of other famous people from different industries which provide useful analogies to the investing process. Thought provoking and highly recommended.
The Bespoke Invest blog provides interesting analysis of US economic data and market data. There is always something new and interesting on the site so it's worthwhile checking this site out on a daily basis.
There isn't a strategist on Wall Street that could hold a candle to James Paulsen in my view. I've followed his posts since the Financial Crisis and his thought processes and insights are layed out in very simple terms and are both original and insightful. Mr Paulsen's prescient calls on the US economy, investor psychology, US stock market, Gold, and Europe mean he's earnt the right to be listened to. Without a doubt my favourite US strategist.
Mr Pettis's blog focusses primarily on the Chinese economy. Mr Pettis is a professor at Peking University. I've followed his blog since the Financial Crisis and his understanding of the Chinese economy, its growth model and the implications for hard commodities and the world economy has been second to none. His prescient calls on the slowing China economy, his insights in the European crisis and his 2012 piece "By 2015 Hard Commodities will have collapsed" means he's worth listening too. Not an easy read but worth the effort.
Charlie Rose is one of the great interviewers. He gets a world class line-up of guest speakers who have included many of the Investment Masters such as Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt, Peter Lynch etc. A great resource to learn from the Investment Masters.
Crossing Wall Street is a useful source of market information and analysis. Updated daily it often has some interesting and unique perspectives on markets, the economy and individual stocks.