Investor Resources
Recommended newspapers
The Financial Times - Asia Edition
The F.T. is now well ahead of The Wall Street Journal with the best hard-hitting news and analysis in Asia. The newspaper is also a source for what the region’s key policymakers are thinking.
The Wall Street Journal – Asia Edition
This newspaper used to have the best coverage of finance in Asia. Still informative in parts but the news/opinion has become less objective.
The New York Times
Still has some of the best journalism, but a pity that it’s a bit highbrow at times. I disagree with almost everything written by well-known columnists, Paul Krugman and Thomas Friedman.
Recommended magazines
The Economist
This is the world’s pre-eminent business magazine and it’s not hard to see why. Buy it for the writing alone, which takes often dry finance topics and makes them both highly readable and understandable. The only downside: a Keynesian ideology that can sometimes lead to debatable conclusions.
Forbes Asia
Some excellent insights into Asian companies and businessmen. Many of the columnists are first class, offering a mix of macro and stock-specific views.
Recommended investment newsletters
Dow Theory Letters
Still going strong after 50 years, this newsletter offers unique insight not only into Dow Theory and technical analysis, but financial history and the importance of cycles. Richard Russell has seen it all and shares his vast experience.
The Aden Forecast
Around since 1982, this newsletter emphasises technical analysis, supported by well written and easily accessible views. Comprehensive coverage of commodities and a good track record with stock picking also.
The Gloom Boom & Doom Report
Marc Faber is always worth reading. This report is a paid publication but there are plenty of blogs which cover his media appearances and speeches. He’s a Thai resident and has plenty to say about Asia and Asian stocks.
Thoughts from the Frontline
John Mauldin’s free weekly newsletter does a good job of simplifying complex global economic issues. More for the institutional investor.
The Daily Reckoning
Bill Bonner is a superb writer who isn’t afraid to take contrarian views. His free daily newsletter, covering a wide variety of investment topics, is highly entertaining and often thought-provoking.
Financial Sense
An investor site that gives non-mainstream investment views. A hard money advocate. It’s free and highly accessible to individual investors.
Recommended investor blogs
The Big Picture
Barry Ritholtz’ blog provides punchy news analysis and views on the day’s important investment issues. Accessible to both institutional and individual investors.
Zero Hedge
Good insights into daily financial issues. More developed market focused and primarily for institutional investors.
Seeking Alpha
The largest aggregator of financial content from blogs, asset managers and investment newsletters. Takes some time to sift through to get the best content, but well worth it.
Recommended precious metals websites
GoldSeek
This is my go-to for daily news on gold. Relevant and succinct.
321 Gold
Ashamedly I only discovered this website in 2011. I cannot recommend it highly enough for insights into gold and beyond.
Kitco
Gold quotes, technical analysis and views from informed observers.
