The Fine 15

Bob Seawright has put together a really nice list of must read financial sites.   I’m posting this mainly because he put my name on the list.  Just kidding.  I actually really like the way he’s broken this down.  So much of my day is spent reading and using time wisely.  We have to aggregate all of this content in a manner that doesn’t waste excessive time.  So I really like having a few go-to sites.  I personally use an RSS reader and try to clear it once a day.  It’s all about organization.  Anyhow, here’s his excellent list:

  • The Monoliths. There are lots of (probably too many) huge and would-be comprehensive sites focusing on the financial world.  My favorites are AdvisorOne, which is geared toward retail advisors and other professionals and The Wall Street Journal’s MarketWatch, which is more focused on the markets.
  • The Aggregators. Having reliable sources to sift through everything and point me to what I need to read is absolutely crucial to my day.  For my money, the best are Tadas Viskanta’s Abnormal Returns and Real Clear Markets.  Tadas focuses on the blogosphere and is especially good at finding terrific stuff I wouldn’t otherwise have seen, often from new and off-the-beaten-path voices.  Real Clear does some of that while providing must-reads from traditional journalistic sources.
  • The Commentariate: Lots of people comment a lot on the markets and our industry.  In my view, three stand out above the crowd: Barry Ritholtz’s The Big Picture, Josh Brown’s The Reformed Broker and Cullen Roche’s Pragmatic Capitalism.  Each is prolific as well as insightful and each has a powerful and unique voice.  If you don’t read them every day already, what are you waiting for?
  • The SpecialistsDoug Short‘s market analysis and charts are invaluable.  For eclectic, data-based takes on politics and finance, Political Calculations is a must-read. Michael Kitces is the best financial planner I know and his blog is terrific. Tom Brakke is the best investment analyst I know and his blog (in three parts) is terrific.  For retirement planning, Wade Pfau’s Retirement Researcher Blog is unbeatable. Rick Ferri is my go-to on indexing.  Mark Buchanan’s The Physics of Finance is a brilliant look at economics and finance through the lens of physics.  Ed Yardeni’s Dr. Ed’s Blog is fabulous for investment strategy.

Got a comment or question about this post? Feel free to use the Ask Cullen section, leave a comment in the forum or send me a message on Twitter.

Cullen Roche

Mr. Roche is the Founder of Orcam Financial Group, LLC. Orcam is a financial services firm offering research, private advisory, institutional consulting and educational services.

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  • MG


    Congratulations….the word is spreading….MG

  • micro2macro

    Better line him up with a free sample of Orcam. Your latest 10 for Tuesday was excellent.

    Long Orcam :)

  • What up foo

    I’m sorry but I don’t see Zero Hedge on there. It’s actually a much better blog with intelligent information with some propaganda but hey Prag Cap used to have pretty of the same non sense with MMT about 6 months back.
    Either ways an academic must’ve create this borin’ list

  • I’m Not A Sell-Sider Shill

    Cullen, you seem like a nice guy, but let’s face it; you’re really just another sell-side carnival barker.

    I understand sell-siders have to make a living, but it’s sad that making that living depends on peddling half truths, misinformation and tortured analyses.

  • Cullen Roche

    Thanks for the back handed compliment. Do you know what a sell side analyst is? My work wouldn’t be categorized as such. So you know, I used to be a buy side manager under a hedge fund style fee structure, but have organized Orcam so that it’s more retail friendly. I’ll be buy side again in the next 12 months, but that’s a work in progress thanks to the boys at the SEC. And I would like to hear more about how teaching about the monetary system and advising clients on how to structure their portfolios in a risk focused, low fee “savings portfolio” approach is the equivalent of being a “carnival barker”? You are aware that Orcam is mostly an institutional and retail consulting firm, right?

  • Pierce Inverarity

    Proof? Citations? Otherwise you’re just a troll.

  • SS

    Let me guess – buy side hedge fund a-hole charging your clients 2 & 20 so you can underperform? Cullen is one of the rare good guys on Wall Street who spends countless hours educating and giving his time to something more than just making money.

  • micro2macro

    Dear “I’m Not a Sell-Sider Shill”,

    You seem like an nice guy but let’s face it; you’re really just another another idiot with a keyboard.

    I understand idiots have to peddle half truths, misinformation and tortured analyses, but if you wish to add some substance to the debate, you’re most welcome.