Comments on: Free Institutional Research

By: Simoleon Sense » Blog Archive » Weekly Wisdom Roundup #59 (Weekly Readings For Smarter Types)

Sun, 03 Jan 2010 20:52:10 +0000

[...] Free Institutional Research – Via World Beta – While I use Hedge Fund Letters for my hedge commentary fix, I was wondering a little about where to go for the best free institutional research published online. I’m thinking in the vein of GMO, Hussman, PIMCO, Research Affiliates, etc. I’m going to start a list below, feel free to make some comments and I’ll add as they come in. Only requirement is the author(s) have to be institutional money managers: [...]

By: Donatas

Donatas — Sat, 02 Jan 2010 14:51:31 +0000

What about Brandes Institute http://www.brandes.com/Institute/Pages/default....
They have excellent value investing research.

By: Donatas

Donatas — Sat, 02 Jan 2010 08:51:31 +0000

What about Brandes Institute http://www.brandes.com/Institute/Pages/default....
They have excellent value investing research.

By: tjm23

tjm23 — Thu, 31 Dec 2009 17:10:00 +0000

Jeff Saut of Raymond James
http://www.raymondjames.com/fin_news.htm

By: WorldBeta

WorldBeta — Wed, 30 Dec 2009 16:10:17 +0000

I don't use them for investment advice or forecasting, but rather ideas and
concepts I use in my strategies and systems. And, of course, for
entertainment!

By: brettalexander

brettalexander — Wed, 30 Dec 2009 16:06:03 +0000

Meb,

While these resources are a great read, I would be curious to have the responders and yourself weigh in on if any of these resources are used to make actionable decisions? If one were to read a wide cross-section of these excellent resources they would certainly be confronted with well reasoned arguments to be on either side of a trade. What is most compelling about your TAA paper is that it provides clearly defined decision parameters. At the end of the day this is the only thing that counts.

By: Alejandro

Alejandro — Wed, 30 Dec 2009 15:52:07 +0000

David Rosenberg's analysis: http://www.gluskinsheff.com/

By: CMRCPA

CMRCPA — Wed, 30 Dec 2009 12:57:43 +0000

Meb,

Awsome list. Many thanks!

By: professor56

professor56 — Wed, 30 Dec 2009 01:07:15 +0000

Panagora.com has some excellent risk parity asset allocation papers.

By: piefarmer

piefarmer — Tue, 29 Dec 2009 21:00:47 +0000

http://www.lotsoff.com/
click publications, The LCM Perspective from Lotsoff Capital Management