Recommended news sites
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.
Ingore the hyperbolic headlines, this website offers entertaining and often informative news and views on global markets.
Real Clear Markets
Market opinion aggregator. Mostly U.S. views but some global.
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.
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.
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/commentators
Magnus is a former US chief economist, now independent consultant and renowned emerging markets expert. Thoughtful analysis combined with extensive experience. Don’t agree with his downcast opinion of Asia in long-term and overtly Anglosphere worldview, but always worth reading.
Former Asia chief economist at Morgan Stanley and now independent economist, Xie writes regularly on China for Caixin. Has strong views on China, many bearish.
Humble Student Of The Market
My new favourite investment blog. Global market insights from Canadian fund manager, Cam Hui. He knows his stuff and it shows. All the while, Hui writes the blog in a very accessible way.
If you want to know what’s happening in the world of currencies, this is the best place to start. Chuck Butler makes fx entertaining to read – no small feat.
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.
Good insights into daily financial issues. More developed market focused and primarily for institutional investors.
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.
Of Two Minds
Charles Hugh Smith offers an often brilliant and always different take on US and global markets. I’ve become a avid reader.
Vince Foster @Minyinville
I’ve become an real fan as Foster has an almost innate pulse for the markets and what’s really driving them (and it’s always multi-layered and different from what you hear from TV talking heads). Not an easy read and is therefore recommended for the more sophisticated investor.
Recommended precious metals websites
This is my go-to for daily news on gold. Relevant and succinct.
Ashamedly I only discovered this website in 2011. Bob Moriarty is a straight-talker and has an keen eye for potential multi-bagger gold mining investments. Great read.
Gold quotes, technical analysis and views from informed observers.