Good Blogs?
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I’m just wondering if anyone follows any good blogs regarding the markets…
I generally read Barry Ritholtz' blog......."The big picture"..... It's generally on the bearish side, but it's got some decent info......updated very often....several times a day..... It's not a day-trading or specific stock blog.......it's more overall.....regarding economic data and macro picture. I'm probably interested in something similar but either more balanced or even a bullish one that can bring something else to the table...... Can anyone recommend anything...... Thanks.....zerohedge...
also on the bearish side, but he updates more often than ritholz, and he is often the first to break big stories.
For macro stuff I like to go here, one of the reasons I like it is that he is retired:
http://scottgrannis.blogspot.com/
Not a blog, but I read Mauldin's commentary emailed a couple times a week. You can sign up for free at www.frontlinethoughts.com.
He is fairly bearish also, however.
If you want some nonsensically bullish commentary, apply to work at EDJ and read some of Alan Skrainka's stuff. Not sure why he is still on the payroll, he hasn't said anything different in 5 years, but I digress...
[quote=SometimesNowhere]
Not a blog, but I read Mauldin's commentary emailed a couple times a week. You can sign up for free at www.frontlinethoughts.com.
He is fairly bearish also, however.
If you want some nonsensically bullish commentary, apply to work at EDJ and read some of Alan Skrainka's stuff. Not sure why he is still on the payroll, he hasn't said anything different in 5 years, but I digress...
[/quote]
Finally someone who agrees with me. I think they just keep recycling the same old crap year after year. Their big "strategy" is to "stay the course". You know, at one time (80's/90's), when all the baby boomers were more in the early accumulation phase, and we were in decades long bull markets, that may have been sage advice. Don't get spooked by a 7% correction.....But I think they are missing the boat on advising people during the drawdown phase of life. They don't seem to have any succinct methodology for income, other than "Rising Income Stocks". That's all well and good, but try living off 4% dividends, and then watch your principle fall 40%, see dividends get cut, and your income permanently reduced when you try to reinvest in higher dividend paying stocks (due to the reduced principle investment).
I think they are a great firm for people in the accumulation phase (just buy good stuff/equity focus, and hang on to it, don't do anything stupid). But at about age 50-55, their strategies fall flat IMHO.
[quote=B24]
[quote=SometimesNowhere]
Not a blog, but I read Mauldin's commentary emailed a couple times a week. You can sign up for free at www.frontlinethoughts.com.
He is fairly bearish also, however.
If you want some nonsensically bullish commentary, apply to work at EDJ and read some of Alan Skrainka's stuff. Not sure why he is still on the payroll, he hasn't said anything different in 5 years, but I digress...
[/quote]
Finally someone who agrees with me. I think they just keep recycling the same old crap year after year. Their big "strategy" is to "stay the course". You know, at one time (80's/90's), when all the baby boomers were more in the early accumulation phase, and we were in decades long bull markets, that may have been sage advice. Don't get spooked by a 7% correction.....But I think they are missing the boat on advising people during the drawdown phase of life. They don't seem to have any succinct methodology for income, other than "Rising Income Stocks". That's all well and good, but try living off 4% dividends, and then watch your principle fall 40%, see dividends get cut, and your income permanently reduced when you try to reinvest in higher dividend paying stocks (due to the reduced principle investment).
I think they are a great firm for people in the accumulation phase (just buy good stuff/equity focus, and hang on to it, don't do anything stupid). But at about age 50-55, their strategies fall flat IMHO.
[/quote]
[quote=B24]
[quote=SometimesNowhere]
Not a blog, but I read Mauldin's commentary emailed a couple times a week. You can sign up for free at www.frontlinethoughts.com.
He is fairly bearish also, however.
If you want some nonsensically bullish commentary, apply to work at EDJ and read some of Alan Skrainka's stuff. Not sure why he is still on the payroll, he hasn't said anything different in 5 years, but I digress...
[/quote]
Finally someone who agrees with me. I think they just keep recycling the same old crap year after year. Their big "strategy" is to "stay the course". You know, at one time (80's/90's), when all the baby boomers were more in the early accumulation phase, and we were in decades long bull markets, that may have been sage advice. Don't get spooked by a 7% correction.....But I think they are missing the boat on advising people during the drawdown phase of life. They don't seem to have any succinct methodology for income, other than "Rising Income Stocks". That's all well and good, but try living off 4% dividends, and then watch your principle fall 40%, see dividends get cut, and your income permanently reduced when you try to reinvest in higher dividend paying stocks (due to the reduced principle investment).
I think they are a great firm for people in the accumulation phase (just buy good stuff/equity focus, and hang on to it, don't do anything stupid). But at about age 50-55, their strategies fall flat IMHO.
[/quote]
Hey B24 here's a good blog for you, PICK UP THE PHONE AND DIAL!!!! DON'T THINK JUST DO IT!!
[quote=B24]
[quote=SometimesNowhere]
Not a blog, but I read Mauldin's commentary emailed a couple times a week. You can sign up for free at www.frontlinethoughts.com.
He is fairly bearish also, however.
If you want some nonsensically bullish commentary, apply to work at EDJ and read some of Alan Skrainka's stuff. Not sure why he is still on the payroll, he hasn't said anything different in 5 years, but I digress...
[/quote]
Finally someone who agrees with me. I think they just keep recycling the same old crap year after year. Their big "strategy" is to "stay the course". You know, at one time (80's/90's), when all the baby boomers were more in the early accumulation phase, and we were in decades long bull markets, that may have been sage advice. Don't get spooked by a 7% correction.....But I think they are missing the boat on advising people during the drawdown phase of life. They don't seem to have any succinct methodology for income, other than "Rising Income Stocks". That's all well and good, but try living off 4% dividends, and then watch your principle fall 40%, see dividends get cut, and your income permanently reduced when you try to reinvest in higher dividend paying stocks (due to the reduced principle investment).
I think they are a great firm for people in the accumulation phase (just buy good stuff/equity focus, and hang on to it, don't do anything stupid). But at about age 50-55, their strategies fall flat IMHO.
[/quote]
I don't know if you caught it, but his dramatic contribution was a little gem he shared in one of his latest commentaries. He said something to the effect of if you would have started the decade with $xxx,xxx in a 50% bonds 50% stock portfolio with 25% in international equities and 25% in domestic (something that to my knowledge is has never been recommended by us, by the way) and added $yyy amount per year, you would have a staggering $zzz,zzz. $zzz,zzz sounded like a lot, but when you broke it down it was like a 4% annualized return, if that. Try selling that to a CD buyer...
"Hey Mr. Smith...why invest in your 'safe' CD at the bank when you could earn less money taking on 10x the risk in this super sweet American Funds portfolio. If you have some money available, I suggest you buy it today!"
I don't fault the guy, I mean, I am sure that he is saying the things that EDJ hired him to say. I even think he believes it. It's just that when you really, REALLY look at the numbers, the model and the advice has failed to add value.
These are two of the blogs that I would recommend.
Zero Hedge.com
RealClearMarkets.com
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