“Bear markets exist to destroy the stupidities of the previous bull market.” – Ralph Wanger RESEARCH   Vanguard’s guide to financial wellness (52 pages) A great piece on the personal finance side of things that covers some important and practical steps to […]

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“Any market will gain respectability if it goes up high enough and any market will lose respectability if it goes down enough.” – Arnold Van Den Berg RESEARCH   Nuveen – The power of private real assets (16 pages) Nuveen offers a […]

“People are always asking me where the outlook is good, but that’s the wrong question. The right question is: Where is the outlook most miserable?” – John Templeton RESEARCH   AQR – The Bubble Has Not Popped (2 pages) Cliff Asness provides […]

“History doesn’t crawl; it leaps” – Nassim Taleb RESEARCH   Vanguard economic and market outlook for 2023: Beating back inflation (61 pages) Vanguard with its 2023 outlook covering economic perspectives and global capital markets outlook. Source: Vanguard KKR – Outlook for 2023: […]

“A large proportion of Nomad’s performance in 2007 came from the lessons learnt from mistakes in 2003 and 2004. Think of it as a return on prior year losses.” – Nick Sleep RESEARCH   Counterpoint Global – Capital Allocation: Results, […]

“Every economic recovery since World War II has been preceded by a stock market rally. And these rallies often start when conditions are grim.” – Peter Lynch RESEARCH   GaveKal Research – Bulls, Burst Bubbles And Bear Markets ($) (2 pages) Louis-Vincent […]

NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out  Name: Doomberg Frequency: 6-8 articles per month Audience: Professional & retail investors Cost: Freemium Author: Doomberg Topics: Energy, finance, and the economy at-large Overview: Doomberg began in May of 2021 to highlight the fundamentals […]

“In the world of business, bad news often surfaces serially: You see a cockroach in your kitchen; as the days go by, you meet his relatives.” – Warren Buffett RESEARCH   3Fourteen Research – The Path to a Pivot (13 pages) 3Fourteen […]

NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out  Name: The Daily Dirtnap Frequency: Business days Audience: Professional investors & HNW individuals Cost: $795/year (firm-wide site licenses available) Author: Jared Dillian Topics: Market themes and actionable trade ideas Overview: The Daily Dirtnap gives […]

“Credit is like oxygen. When either is abundant, its presence goes unnoticed. When either is missing, that’s all that is noticed.” – Warren Buffett RESEARCH   AQR – Trend-Following: Why Now? A Macro Perspective (17 pages) AQR shares why both the macroeconomic […]

“Finance is often poetically just; it punishes the reckless with special fervor.” – Roger Lowenstein RESEARCH   PIMCO – Risk-Off, Yield-On (6 pages) PIMCO advocates for caution around higher-risk investments given higher interest rates and the challenging macro environment, but notes that […]

“The reason that ‘guru’ is such a popular word is because ‘charlatan’ is so hard to spell.” – William Bernstein RESEARCH   McKinsey & Company – The Great Reset: North American asset management in 2022 (27 pages) McKinsey on the North American […]

“Self-control is a key to investing success, but so is fending off self-delusion.” – Jason Zweig RESEARCH   GMO – Quality Time in Small Cap (6 pages) GMO on the alignment of both the long-term and short-term opportunities in quality-focused small-cap equities. […]