Who has any suggestions on where to find good investment news?
I’m not talking about stock-picking. I don’t care whether Pfizer’s new drug is seeking FDA approval, or if Nike has a new contract with Christiano Ronaldo, or whether Boeing’s new 737 engines have enough capacity to fly from Singapore to New Jersey. I’m not saying these things aren’t important to the stock-pickers, because I’m sure that they are. I’m just not a stock-picker and don’t have much interest in those kinds of things.
I’m talking more about “asset-allocation-type” of finance. You know, like whether there is a small-cap premium, or whether municipal bond funds are a bad bet right now (since the Oracle decided to stop insuring them).
I currently subscribe to Money and Kiplinger’s, and they’re decent. But they have too many “five vacations to take now” and “which credit card is right for you”, and not enough “which bond fund is right for you”.
I also get WSJ and USA Today on the iPad, and read the local paper. There’s some good coverage in there, but I was looking for a good monthly magazine that focused on macro investments.
I like the American Association of Individual Investors’ stuff, but after a while it all starts to sound the same. I let my subscription lapse, but I thought it was decent stuff, and they often have tables and comparisons that are useful as reference material.
Most are garbage mainstream spew. Bloomberg Markets magazine (free with a terminal) provides decent stories and issues that let you think about what potential ramifications or opportunities might be (though they have been on an environmental/energy theme forever now). Aside from that I stick to fund manager memos which talk more on markets…pick a couple of multistrategy funds and you will get a review of several strategies in one.
This one’s pretty solid, considering that the author doesn’t even work in Finance (he’s been a Tech entrepreneur since about the late 90s or early 2000s and experimented quite a bit with investing his earnings from his Startup before settling on the asset allocation he champions.)