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Below are links to various websites and research providers that
we find invaluable in our daily research. If you would like to
recommend a site, please us the form on the lower left section
of this page.
Accounting Issues/Analysis
Great blog focused on SEC filings and details hidden in footnotes.
Bearish Commentary/News/Analysis
Bearish commentary and news feeds. If you ever find your self too bullish,
stop by for a bit.
stop by for a bit.
More bearish commentary and news feeds with a focus on energy
markets. Their home page spells out the case for peak oil.
markets. Their home page spells out the case for peak oil.
More bearish news feeds and commentary. They call themselves "The
one-stop shop for the bear case."
one-stop shop for the bear case."
Bulk Freight Market
Daily market report of Dry Bulk rates and fixtures courtesy of DryShips.
Golden Ocean IR page, their presentations contain the best overviews of
the Baltic Freight markets.
the Baltic Freight markets.
Company Presentations/Webcasts
European company presentations and events webcast and archived for
free access. Great site.
free access. Great site.
Company presentations and events webcasts, including presentations
and podcasts.
and podcasts.
Oslo Exchange news web including company presentations and releases.
Economics and Economic Data
Government statistics recalculated - CPI, M3 and other data trends
available for free.
available for free.
The BLS collects great data, largely ignored by Wall Street. The CPI
components are invaluable - you can track everything from airline ticket
prices to the price of Ham to be cooked at home to the price of mens suits.
components are invaluable - you can track everything from airline ticket
prices to the price of Ham to be cooked at home to the price of mens suits.
Energy Sector
News and articles relating to peak oil.
The source for oil supply/demand data and they often have insightful
Publications and Papers available online.
Publications and Papers available online.
Surface heat map for U.S.
EIA Natural gas storage and inventory reports. Also provides other data
and a great overview of 'storage basics'.
and a great overview of 'storage basics'.
EIA weekly and monthly coal production data.
Short-Term energy outlook, updated monthly. Very informative and
provides links to reports and studies done by EIA.
provides links to reports and studies done by EIA.
U.S. Oil imports by country of origin. Great data for those that follow tanker
markets.
markets.
The World Coal Institute produces a number of small laminated fact
cards, which provide statistics on various aspects of the coal industry.
cards, which provide statistics on various aspects of the coal industry.
Seasonal, Monthly and 8-14 day maps for temperature and precipitation
predictions. The 8-14 day outlooks move energy markets.
predictions. The 8-14 day outlooks move energy markets.
Offshore drilling news, contracts, jobs and predictions. Great coverage of
hurricane season and rigs affected by storms.
hurricane season and rigs affected by storms.
Independent Research Firms ($)
Global research based on the classical economics model. Mike has an
incredible ability to find 'undiscovered' companies. He maintains a
'model portfolio' to track the performance of his ideas.
incredible ability to find 'undiscovered' companies. He maintains a
'model portfolio' to track the performance of his ideas.
Larry Jeddeloh constantly travels the world and has more connections and
sources than anyone out there. He routinely predicts global events and
trends that are scoffed as 1 in a million long shots by the market (and the
uninformed), only to have them routinely come to pass. His daily updates
and commentary are a must-have for any investor. (Larry is also a very
successful money manager, so he knows how to translate his predictions
into actionable ideas).
sources than anyone out there. He routinely predicts global events and
trends that are scoffed as 1 in a million long shots by the market (and the
uninformed), only to have them routinely come to pass. His daily updates
and commentary are a must-have for any investor. (Larry is also a very
successful money manager, so he knows how to translate his predictions
into actionable ideas).
Investor Education
MIT offers online archives of classes and courses online. They have
some great economics courses including game theory and economics
psychology.
some great economics courses including game theory and economics
psychology.
SSRN network maintains a library of research papers including many on
investing and investment psychology.
investing and investment psychology.
Market News
CNBCPLUS is a new streaming video service that allows you to watch
CNBC in a video player on your desktop - great for a their monitor or to use
while travelling. Also allows access to CNBC Europe and CNBC Asia,
both of which are much more informative than the US version.
CNBC in a video player on your desktop - great for a their monitor or to use
while travelling. Also allows access to CNBC Europe and CNBC Asia,
both of which are much more informative than the US version.
International news feed with links to articles. Good collection of news
stories not found elsewhere.
stories not found elsewhere.
European news from World News. Links to other regions including Asian
News.
News.
Middleastern news from Israel Insider.
News and stories from India.
Market Strategy and Commentary
PIMCO has some of the best strategists around and their views are
available for free in their 'Featured Market Commentary' section on their site.
available for free in their 'Featured Market Commentary' section on their site.
Weekly market commentary, Voted Forbes 'Best of the Web'.
Free and subscriber-based market commentary.
MSN Money offers commentary and stock picks from Jim - he is a good
macro thinker, knows energy & commodities and comes up with some
interesting smallcap stock idea. He publishes every Tuesday and Friday.
macro thinker, knows energy & commodities and comes up with some
interesting smallcap stock idea. He publishes every Tuesday and Friday.
Weekly market commentary and focused investment research articles.
Market timing model with a very impressive track record.
Metals and Mining Sector
Daily news and commentary from metals and mining sector. This is
where many mining company CEOs get their news.
where many mining company CEOs get their news.
Daily news and commentary from metals and mining sector.
Daily news on metals and mining sector with a focus on steel, scrap and
nonferrous metals.
nonferrous metals.
Mortgage Lending/Consumer Debt Analysis
News, Analysis and in the their words 'conspiracies', mostly centred
around financial mayhem.
around financial mayhem.
Analysis and data on the housing market in San Diego, Los Angeles,
Orange, Riverside, Ventura and San Bernardino Counties
Orange, Riverside, Ventura and San Bernardino Counties
Mortgage Lender-related market commentary and the well publicised
'Implode-O-Meter'
'Implode-O-Meter'
A US Real Estate Bubble Blog, great charts and data!
U.S. and Global Real Estate Blog from a German point of view.
Blog on debt and monetary policy in the U.S.
Newsletters
Daily summaries and commentary on global markets and commodities.
Dennis is a great commodity trader and his years of experience in
invaluable during turbulent times.
Dennis is a great commodity trader and his years of experience in
invaluable during turbulent times.
Politics
University of Iowa research lab where real money trades futures on the
outcomes of events such as elections, Fed Rate decisions and economic
indicators.
outcomes of events such as elections, Fed Rate decisions and economic
indicators.
Real money trading in various markets, including current events,
entertainment, financial, legal, political and weather. Great site to gauge
investor sentiment.
entertainment, financial, legal, political and weather. Great site to gauge
investor sentiment.
Short Ideas
The home of famous short-seller Manuel Asensio.
Primary research on short ideas and potential frauds.
Technical Analysis
Financial Astrology is more than a little controversial, but Bradley model
predictions are seen here - Note how well the model fit the S&P so far in
2007.
predictions are seen here - Note how well the model fit the S&P so far in
2007.
Telecom/Communications Sector
Total Telecom provides daily news and analysis for the global
communications sector.
communications sector.
Trader's Resources
Real-time information on trading halts for NASDAQ securities including
quote and trade resumption times.
quote and trade resumption times.
NASDAQ site providing current DOW point limits and trading halt durations
for circuit breaker rules.
for circuit breaker rules.
Smartmoney.com's map of the market.
Norwegian OTC quotes and news.
Travel
FAA national map showing airport delays and ground stops.
Real-time GPS mapping of commercial flights.
Real-time GPS mapping of commercial flights, private flights and airports.
Ask a CEO for the tail number of their private jet and learn how many ski
trips to Aspen the top management has made!
Ask a CEO for the tail number of their private jet and learn how many ski
trips to Aspen the top management has made!