Following up on our earlier post on the Top Investment Podcasts of 2016, below are the most read investment blogs from all of our writer friends…I don’t know why someone doesn’t compile this into a book ala The Best Science Fiction Writing of 2016 like you see in all the airports…$1 million dollar idea for someone!
If I missed some send ’em over…
In no particular order…enjoy!
Above the Market – Bob Seawright
Underestimating the Density of the Fog
Horrid Facts, Stubborn Facts
Complexity, Chaos and Chance
A Hierarchy of Advisor Value
Evidence is Not Enough
Passive Investing Won’t Break Market
Investors Should Re-Examine Annuity Aversion
EM Looks Terrible—Time To Buy
Mutual Funds Lace Portfolios With Dividend ‘Juice’
Irrelevance Of Dividends
Musings on Markets – Aswath Damodaran
Negative Interest Rates: Impossible, Unnatural or just Unusual (March 2016)
Tesla, A Story Stock but what’s the story?
Superman and Stocks: It’s not the CAPE, it’s the kryptonite (cash flow)
Keystone Kop Valuations: Lazard, Evercore and the TSLA/SCTY deal
Venture Capital: It’s a pricing, not a value game
MarketFolly – Jay
Charlie Munger’s Recommended Reading List
London Value Investor Conference Notes
Review of “So You Want To Start a Hedge Fund”
Invest For Kids Chicago Notes
Marc Andreessen on Hedge Funds vs Venture Capital
Alpha Architect – Wes Gray
VALUE INVESTING IS QUITE POSSIBLY THE WORST IDEA…EVER
IS MOMENTUM INVESTING DEAD? OR IS IT JUST PAINFUL?
THE EXPENSIVE LESSON OF CLOSET INDEXING: AVOID LOW ACTIVE SHARE AND HIGH EXPENSES
WHY INVESTORS SHOULD COMBINE VALUE AND MOMENTUM INVESTING STRATEGIES
Newfound – Corey Hoffstein
Diversification Will Always Disappoint
Outperforming by Underperforming
If you’re going to sin, sin systematically
Even bad strategies will perform well
Are 3-year track records meaningful?
Is dividend investing dangerous?
ReSolve – Butler, Philbrick, Gordillo
Stop Paying for Active Management Beta
Can Robo-Advisors Evolve?
Risk Parity isn’t the Problem, it’s the Solution
The Importance of Asset Allocation vs. Security Selection: A Primer
Bold, Confident & WRONG: Why You Should Ignore Expert Forecasts
Bason Asset – James Osborne
Too Much Feedback
Live on Less. Have More
Permanently Bearish Commentary
What I’ve Learned in 10 Years
Meditations (for Investors)
Financial Mentor – Todd Tresidder
Deadly Dozen Investment Mistakes to Avoid…
5 Must Ask Investment Due Diligence Questions
Are You Gambling or Investing?
What’s A Good Investment?
Pragmatic Capitalism – Cullen Roche
Understanding Modern Portfolio Construction
Passive Investing Isn’t Hurting the Economy
How To Avoid the Problem of Short-termism
5 Big Macro Myths
The Big Picture – Barry Ritholtz
Learning to say “I Don’t Know”
A Dubious Lawyer’s Dubious Tax Claims Against Vanguard
John D. Rockefeller Was Richer – Way Richer – Than You Are…
The Frightening Global Rise of Agnotology
Mish Talk – Mike Shedlock
Great Trump Rotation: 9th Highest Equity Inflow on Record; Contrary Indicators
Saxo Bank CIO Bets on Weaker Dollar, Cites Blowout Equity Bubble
A Buffett Market Valuation Indicator
All Things Buffett
Large-Caps Looking Ultra-Pricey
Is The Growth/Value Pendulum Swinging?
Econompic – Jake
Case for momentum in expensive markets
Predicting 60/40 returns
Why does crime feel exponentially higher when it’s lower
Etf’s may actually make weak players weaker
Nerd’s Eye View – Michael Kitces
How The Internet & Early #FinTech Destroyed Actively Managed Mutual Funds
The Sorry State Of Risk Tolerance Questionnaires For Financial Advisors
Dollar Cost Averaging May Help To Manage Risk But On Average It Just Reduces Returns
WisdomTree – Jeremy Schwartz
On the Rise and Fall of Nations
Tech vs. Utilities: Which Is a Better Income Strategy?
The Difference between Small Cap Issuers and Buybackers
Does A Min Vol Approach Compound Risk in Conservative Allocations?
The Other Side of the Low Vol Trade
Why Diversification Is Not Dead: A Small Cap Example
Investing for Profit and Joy – Howard Lindzon
We give Machines Too Much Credit When it Comes to Investing
The Bond Market Hates Donald Trump
Alt. Common Sense – Financial Thinking That Works
The Stock Market Does not Care How we Feel
Communuity Community Community – and Sustainable Competitive Advantage
A Wealth of Common Sense – Ben Carlson
10 Money Revelations in My 30s
Bogle vs. Goliath
10 Purchases That Are Worth the Money
Can You Have a 401(k) and an IRA?
Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion
Safety Net Funds: Why Traditional Advice Is Wrong
How to Save for Your First Down Payment
How to Select Investments for Your 401(k)
5 Good Questions – Jacob Taylor
Mebane Faber – Invest with the House
Jeff Gramm – Dear Chairman
Jeremy Miller – Warren Buffett’s Ground Rules
Edward Chancellor – Capital Returns
Jason Zweig – The Devil’s Financial Dictionary
Abnormal Returns – Tadas Viskanta
Finance blogger wisdom: peak robo-advisor?
Forty years of indexing: from folly to fear
Diversification, hindsight bias and leaving the past behind
Three proven steps to ‘instant alpha’
The Reformed Broker – Josh Brown
Simple vs Complex
The best performing asset class no one talks about
Off the Lows ™
Everyone is a Closet Technician
The Irrelevant Investor – Michael Batnick
Long-Term, Really Long-Term, And What You Should Focus On
The Worst Bear Market That Nobody Ever Talks About
My Investing Mentors
The Permanent Portfolio
Collaborative Fund – Morgan Housel
When You Change the World and No One Notices
The Most Overlooked Trait of Investing Success
Sustainable Sources of Competitive Advantage
Aleph Blog – David Merkel
Estimating Future Stock Returns
You Can Get Too Pessimistic
On Investment Charlatans
Simple Stuff: What is Risk?
If All Investments Were Private
FP Pad – Bill Winterberg
Riskalyze Raises $20 Million from FTV Capital: CEO Aaron Klein
Riskalyze announces its new Check-Ins feature, eMoney Advisor shows off its new client experience, Fidelity offers a preview of its new Wealthscape™ platform, and TD Ameritrade Institutional tells me when you can expect Veo One.
Locky ransomware strikes again, updates on LPL Financial’s automated investment service, and Morningstar releases sustainability ratings for mutual funds.
Meb Faber Research
The Trinity Portfolio
50% Returns Coming For Commodities And Emerging Markets?
How To Beat 98% Of All Mutual Funds
Ranking Global Stock Markets On Valuation
2015 Automated Platform Performance Review: Betterment Vs. Wealthfront
Which Institution Has The Best Asset Allocation Model?