
The Economist
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, business and 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 on credit derivatives prior to the Financial Crisis, warning of the imminent dangers residing in the US housing market. Highly recommended reading.

Graham & Doddsville
The student-run Graham & Doddsville newsletter is published three times per year. G&D contains interviews with many of the world's greatest investors. An excellent source of stock 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, Larry Robbins, Jim Chanos etc. Highly recommended reading.

Farnam Street Blog
A fantastic resource which covers a range of topics like human misjudgment, decision making, strategy, and philosophy. ‘Upgrade Yourself’ here.

Paulsen Perspectives
I began following Jim Paulsen's insights before the Financial Crisis. His unique perspectives on markets, asset classes, and economic data have consistently proven prescient. After a 40-year career as a Wall Street Economist and Chief Investment Strategist, Jim is now retired but continues to offer periodic commentary on the economy and financial markets. The only Strategist I've found worth listening to.

Calculated Risk
I've followed Bill McBride from CalculatedRisk since before the Financial Crisis. His insights into the US housing market and US economy are second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.

Value Investor Insight
Value Investor Insight is published monthly and contains a collection of interviews with successful investors. Many of the Investment Masters have featured in the newsletter including Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslie, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I've found it far more lucrative listening to real money managers with skin in the game than Wall Street analysts.
The Weekly Transcript
Scott Krisiloff & Erick Mokaya sift through the rubble of company transcripts to identify the jewels that can make a difference. Good management teams generate and share excellent and actionable advice you can pay attention to.

Santa Fe Institute
A multi-disciplinary institute drawing on more than 800 collaborating scientists, scholars, intellectuals, and artists, which explores complex systems like economies, ecosystems, human development, innovation and the evolution of intelligence. Recommended by James Anderson, Nick Sleep, Michael Mauboussin & Josh Wolfe.

Stratechery
Ben Thompson’s blog contains great articles on the disruption of businesses via technology. Insightful analysis. If you want an edge in tech, this is a great place to start.

The Rabbit Hole
The Rabbit Hole by Blas Moros provides detailed summaries across a broad spectrum of books across multiple disciplines - business, history, psychology, physics, biology etc. It aims to ‘help structure and inform your latticework, widening your perspective, and positively impacting how you live and interact with the world around you.’ Highly recommended.

Collaborative Fund Blog
A great collection of posts on investing and psychology by Morgan Housel. Engaging, insightful and refreshing. Always enlightening.

Value Investing World
Value Investing World is a great collection of information on a broad spectrum of topics useful for investing. A great resource.
APOLLO ACADEMY
The Apollo Academy offers a full suite of free learning modules on investing in alternatives, from introductory videos to an all-encompassing learning ecosystem, complete with accreditation through live and on-demand events.

Andreessen Horowitz
The Andreessen Horowitz blog contains some great insights into tech trends, network effects, venture capital, SAAS, etc. Worth checking in on.
ABOVE THE CROWD - BILL GURLEY
Bill Gurley, a partner at Benchmark Capital, shares insights into technology, online platforms and marketplaces, competitive advantages, business models, investment analysis, critical reasoning and more. Bill is also a board member of the Santa Fe Institute, and is widely considered one of the most influential dealmakers in technology.

Ownership Works
Providing all employees with a stake in the value they help create isn't just good business and smart investing—it's also the right thing to do. Ownership Works, led by KKR's Pete Stavros, offers valuable case studies and resources for investors to grasp the benefits and implementation requirements of broad-based employee ownership.
The Spectator - Rory Sutherland
If there’s such a thing as the ‘Charlie Munger of Advertising’, Rory Sutherland’s it. Rory is the Vice Chairman of Ogilvy, and co-founded a behavioural science practice within the agency. Like Munger, Rory draws on an immense catalogue of disciplines. Rory’s insights are available in his column in The Spectator.

Bloomberg
Bloomberg is my go to source for market data and news. If you've got a Bloomberg subscription there isn't a lot it can't do. A powerhouse source of analysis, news and insights.
Bill George - Posts
Bill George is the former chairman and CEO of Medtronic, where he held various leadership roles. He has served on the boards of Goldman Sachs, ExxonMobil, Novartis, Target, and the Mayo Clinic. Bill shares his thoughts on leadership, empowering employees and the qualities common to successful corporations. A treasure chest of information.
Joe Scarlett - Posts
Joe Scarlett spent nearly thirty years in leadership roles with Tractor Supply Company. Today Joe is engaged in teaching and writing about leadership. In 1982 Scarlett played a key role in the initiative to return the company to profitability through improved customer service and focused product selection as part of a classic leveraged buyout.
Hubert Jolly - Posts
Hubert Joly, former CEO of Best Buy and senior lecturer at Harvard Business School, is renowned for transforming the company through empathy, purpose, and people-first strategies. His website offers valuable insights into leading with purpose and values in today's business environment, reflecting his recognition as one of the top global management thinkers.

Abnormal Returns
Abnormal Returns is another fabulous resource with daily updates of links to useful information covering a broad range of topics. Worth checking out the daily updates.

Barron's
Barron's is published weekly and provides interesting insights into companies, economic events and investor interviews. While it tends to be US centric its worth checking out weekly.

Bespoke Invest
The Bespoke Invest blog provides interesting analysis of US economic data and market data.

Crossing Wall Street - Eddy Elfenbein
Crossing Wall Street is a useful source of market information and analysis. It often has some interesting and unique perspectives on markets, the economy and individual stocks.

Matt Ridley Blog
Matt Ridley, author of 'The Rational Optimist', provides relevant and interesting analysis into society, technology and economics.

Bill Gates Blog
Bill Gates’ Blog is a useful resource providing insights into current world events. Gates is a prolific reader and his book recommendations are always good.

Charlie Rose
Over the years Charlie Rose has interviewed many of the Investment Masters; Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt and Peter Lynch. These interviews provide timeless lessons.

China Financial Markets - Michael Pettis
Mr Pettis' blog focuses 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.






















