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The Stock Market Blog Resource Page
This page contains a categorized list of the best stock market, economics and venture capital blogs, with a description of and link to each one.

It's one of a family of resource pages: The Stock Market Blog Resource Page, The Economics Blog Resource Page, The Venture Capital Blog Resource Page, The Market Commentary Resource Page, The Personal Finance Blog Resource Page, The ETF Resource Page (exchange-traded funds), The China Finance Resource Page (Chinese stocks traded in the U.S.), The Media Investor Resource Page, and The Digital Media Investor Resource Page.

You can view recent posts from all the listed blogs or import them to your own RSS reader at http://www.bloglines.com/public/SeekingAlpha. (Further instructions here.)


Last update: April 27th 2005, 0 profiles edited, 1 entry added, 0 removed.

Categories

Sector-Specific Stock Market Blogs - Country-Specific Stock Market Blogs - General Stock Market & Stock Picking Blogs - Bond & Foreign Currency Blogs - Gold, Silver & Commodities Blogs - Options & Futures Blogs - Venture Capital Blogs - Economics Blogs - How to submit a blog for (no guarantee) consideration in this list.


Sector-Specific Stock Market Blogs

Bankstocks.com is edited by Tom Brown, who picks stocks for hedge fund Second Curve Capital and was previously a research analyst covering financials on the buy-side for Juian Robertson's Tiger Fund and on the sell-side for DLJ, Paine Webber and Smith Barney. Brown and Second Curve analyst Matt Stichnoth write for the site daily, covering finanial stocks but also wider thoughts on the economy. This is a high quality site: good content with full transparency and disclosures.

Burnham's Beat covers software stocks, with occasional pieces about Wall Street and other topics. It's written by Bill Burnham, a managing partner at VC firm Softbank Capital and previously a sell-side research analyst covering Internet infrastructure and online trading stocks. Burnham's Beat is a rare find: a blog that contains analytical discussion of the fundamentals driving stocks (rather than analysis of charts). Because of his VC perspective, Burnham is interested in long term trends in the software industry, so this blog is one of the few sites suitable for investors rather than traders.

EuroTelcoBlog is written by Daiwa Securities (sell-side) analyst James Enck. He writes about the European telecom companies and the trends impacting them, particularly Voice over IP and the entry of telecom companies into the content and media business. Enck focuses less on stock picking and market commentary than most of the other blogs in this section (probably due to regulatory and legal issues), but ultimately offers interesting insight and news coverage of the sector. Perhaps this is where financial blogs are moving: tightly defined web sites offering greater depth of coverage and analysis of specific sectors than is available from general news and financial sites. One bonus is Enck's remarkably candid discussion of sell-side research and the challenges it faces.

The Internet Stock Blog is written by Seeking Alpha author David Jackson, an ex-technology analyst with Morgan Stanley. It contains frequent news and analysis of Internet stocks, with up to six posts per day. The analysis focuses on fundamental trends, so it's not geared for day traders and conversely is widely read by people in the Internet and New Media industries. As well as important news developments, it covers the earnings results of almost every Internet company (regardless of size) and frequent extracts from conference calls. Posts are categorized by sub-sector and ticker, so readers can easily view all the posts on a particular stock. (Ticker categories are listed down the left hand side of the blog.) Combined with its coverage of small and micro-cap Internet stocks, that makes it a good research resource for small cap investors. The downside is that there are no buy or sell recommendations or predictions about how stocks will perform, and while the author discloses ownership when writing about a stock, he doesn't publish or discuss his portfolio.


The Media Stock Blog covers media stocks, including movie distributors (such as video rental companies), movie studios, satellite radio, TV producers and newspaper stocks. It's written by David Strahlberg, a sell-side analyst and ex-investment banker, and is part of the Seeking Alpha network of stock sector blogs. (The others are The China Stock Blog and The Internet Stock Blog.) Posts are frequent (often 3 or 4 per day), and the blog is particularly strong in movie-related news. Like its sister sites The Internet Stock Blog and The China Stock Blog, The Media Stock Blog categorizes every post under sub-sector and ticker, making it easy to research any particular stock. And like those sites, it also has deeper coverage of small and micro-cap stocks than the larger financial news sites.

Country-Specific Stock Market Blogs

China Net Investor provides a news digest about Chinese Internet and technology companies. The focus lies on Chinese internet, telecom and networking companies but also covers macroeconomic and political news of relevance to them. Posts are very frequent (2 to 5 per day). The blog is written by an anonymous author who uses the pen name "Johannes". He has a masters degree in macroeconomics and describes himself as "a passionate private investor with about 10 years of investment experience".

The China Stock Blog focuses on Chinese stocks traded on U.S exchanges, as well as financial and market news of relevance to them. It's written by Ezra Marbach, an ex-investment banker who lived in Beijing before returning to New York where he now lives. Posts are frequent - often a few each day - and are categorized by sector and by stock ticker. The China Stock Blog also hosts The China Finance Resource Page.


General Stock Market & Stock Picking Blogs

The AAO Weblog is the blog section of the Analyst's Accounting Observer. It covers accounting matters ranging from auditing to accounting principles to restatements to SEC issues - "all things", says author Jack Ciesielski, "that should matter to professional investors". Mr Ciesielski is the owner of R.G. Associates, Inc., an investment research and portfolio management firm located in Baltimore, has been a CPA since 1978, a CFA since 1988, holds the Certified Management Accountant designation and spent nearly seven years as a security analyst with the Legg Mason Value Trust, Bill Miller's S&P 500-beating mutual fund. Launched in January 2005, with posts most days the market is open. Posts are not categorized, but the search box allows you to search by company name. This blog is not light reading, but it's not supposed to be: for those with focus and attention, this is genuinely valuable (and free) information.

Alchemy of Trading focuses on equity trading, mostly from a technical perspective. Stephen Vita, a professional investor since 1989, posts daily. His methodology? "I like to focus on the strongest sectors and concentrate my portfolio holdings; this can increase volatility - making it vital to cut losses quickly - but also increases the chance for outsize gains."

Anumati News author Mario Grech says that "A lot of the better market blogs on the 'net are very trading and technical analysis focused; this blog offers something different since I'm focused on fundamental analysis, particularly a value investing style. There is a lot of coverage given to "Evil on the Street" -- because, well, there's a lot of evil out there, and it's fun to write about." The Anumati News blog launched in February 2005, but because Mario posts about three times a day there's already a substantial amount of content.

The Asset Allocator's anonymous author says his goal "is not to provide investment advice-- it's to entertain and to make people think. Oh yeah, and to provide some humor." The blog contains poignant and thought-provoking charts, pithy commentary about the economy, market and sectors, and frequent collections of links to interesting articles. Although concise, the posts are infused with a level of intelligence that reflects the author's credentials: an MBA from a top 20 business school, a CFA, and a decade of professional investment experience with a 5-Star Mid Cap Value equity fund and more recently as an Asset Allocation Portfolio Manager. And yes, it's also funny. Launched in January 2005, with posts about once daily.

Between the Hedges is written by an anonymous hedge fund manager. It provides a summary of the market each day, including economic and business developments, sell-side rating changes, and notable movements in stocks and sectors. The links are one of the best set of trading-oriented links available on the Web: exhaustive and carefully categorized. But the site lacks analysis and opinion, and doesn't contain information about the fund manager's holdings. Most likely that's for legal/regulatory reasons.

The Big Picture is described by author Barry Ritholz as "Macro perspectives on the Capital Markets, Economy, and Geopolitics (with a dash of film & music)". It focuses on issues that affect the overall market rather than individual stocks, but it applies macro commentary to actionable trading ideas. As a result, it's particularly strong on topics such as the impact of higher oil prices, interest rate increases, and accelerated depreciation allowances. And it's really good on one of Barry's pet interests: the economics of the music industry.

BlogginWallStreet is a commercially-run stock market blog published by Eric Levitt. The staff writer is Mark Mahorney, who has written for The Motley Fool, Investopedia, and various investment newsletters. Other contributors include Jack Rothstein, Ian Wyatt and Charles Norton. Levitt describes the orientation of the blog as follows: "We take a common sense, critical thinking, and truth seeking approach to profiting from wide-spread disinformation. BlogginWallStreet is the intersection between financial content and political commentary. Our strength is in identifying misinformation in the markets and ways to profit from it." BlogginWallStreet was launched in late 2004, though Levitt had previously published four other investing web sites - Marketblog.com, Stockblog.com, ETFera.com, and Great Speculations. Articles are posted several times daily during market hours.

Canslim Investing provides tools and stock suggestions for the CANSLIM investor. ("CANSLIM" is the name of a momentum approach to investing and trading developed by William O'Neil, the founder of Investors Business Daily.) The blog's author was formerly a researcher for Canslim.net and also runs his own paid membership site.

Charles Z.T.'s Investing Blog has four goals: to identify stocks that have a good chance of outperforming the market, and explain why; to comment on the overall the market; to cover news of particular interest; and to link to useful and interesting investing websites. And, although it only launched in February 2005, it approaches those goals rather well. The focus is on fundamental research of technology and Internet stocks, though other topics are occasionally covered. As for the author's track record, he says: "I prefer to keep my blog anonymous, but I will say that I have a great deal of investment experience and an excellent personal track record in the market."

CurryBlog aims at "Putting the spice back in investing". It's mainly focused on macro-economic and general market commentary.

CXOAG Investing Notes is the blog section of the CXO Advistory Group's web site. The firm uses a proprietary model to value the S&P 500 and to predict the timing of the index's reversion to this valuation. The blog covers three areas: (1) original primary research based on the model; (2) summaries of external (secondary) research; and, (3) reviews of books, web sites and gurus. Its coverage of the latest stock market investing and trading research from academia is particularly strong. The author, Steve LeCompte, says he has "over 30 years experience as a private investor and a background encompassing physics, engineering, market research and media". Posts are usually daily. No RSS feed.

Dividend Stock News links to, and quotes information, commentary and updates about dividend-paying stocks, without adding commentary of its own. The primary (anonymous) author describes himself as a part-time investment advisor who works with several ex-fund managers. This is a useful resource for dividend-related information. Posts average two per day. Points for improvement: the categories are too general to be helpful, it's not clear how many or which authors are involved, and sometimes quotes lack correct ascriptions (though original articles are always linked to).

ETF Investor covers four issues relevant to exchange-traded funds (ETFs): (1) Which are the right ETFs to include in a long-term, diversified portfolio? (2) How should long-term investors allocate their assets between different ETFs? (3) What short-term trading opportunities are there with ETFs?, and (4) ETFs versus traditional index mutual funds. These topics are covered by articles from various writers, including Tom Coyne, the editor of Index Investor, J.D. Steinhilber, founder of ETF newsletter and investment management firm Agile Investing, Tate Dwinnel, author of Canslim Investing, Ezra Marbach, author of The China Stock Blog (he writes only about China ETFs), Dave Fry, founder and editor of ETF Digest, and David Jackson, author of Seeking Alpha and The Internet Stock Blog. Posts are 5 to 8 times per week.

Footnoted.org contains actionable analysis of the footnotes in company filings. It's written by Michelle Leder. As well as writing Financial Fine Print, she spent 16 years as a business reporter, editor and freelance journalist, with articles published in The New York Times, BusinessWeek, Business 2.0, and Slate. As a daily journalist, she won the Society of Business Editors and Writers Best in Business award. She holds a degree in economics from Brandeis University in Waltham, MA and lives in Peekskill, NY with her husband, Scott. This is a tightly-focused and well-written blog. Although posts aren't categorized, it's easy to find articles about companies and stocks using the search function. One post per day.

Infectious Greed is written by former hedge fund manager and now finance professor Paul Kedrosky, who previously wrote for TheStreet.com. The blog is eclectic, opinionated, entertaining and smart. Kedrosky writes about stocks, technology, gadgets and blogging, so not all the posts are investment related. Posts are very frequent (often 3 or more per day). Some gripes: the blog doesn't provide any way of contacting the auther, and like many users of Google's Blogger software, Infectious Greed doesn't use categories,so it's hard to find past posts on specific topics.

Inventing Money is focused on technology stocks, though there are occasional comments about other sectors and the overall market. It's approach is fundamental analyis of companies' performance and positioning; no charts or technical analysis here. It's written by an anonymous investment professional who claims seven years experience on the sell-side and the buy-side. Unlike some other stock market blogs which primarily provide links to articles of interest by other authors, Inventing Money contains pithy and original analysis of its own.

The Kirk Report, one of the longest-running and most popular finance blogs, is written by Charles Kirk, who says he's been trading for over 10 years with an annual (pre-tax annual average?) gain of over 76%. Mr. Kirk publishes his stock trades and portfolio, and comments on his positions. The strategy is short-term trading-oriented with an emphasis on charts and momentum trading methods, so the analysis won't appeal to investors (rather than traders) or those aiming for long-term capital gains. But longer-term investors should enjoy a daily post called Random Thoughts and Readings which contains links to a wide range of investment-related articles all over the 'Net (as well as warm-hearted nuggets of advice and encouragement such as "An ounce of patience is worth a pound of brains"). The writing style is succinct and welcoming and the graphics fun but not overwhelming. Four or more posts per day.

Lloyd's Investment Blog discusses investing, stocks and the market, "with a smattering of real estate, economics, fixed income, forex, commodities and options", according to author Lloyd Sakazaki. The focus is long-term, a welcome characteristic given the prevalence of short-term trading blogs. After obtaining his Ph.D., Mr Sakazaki worked as an investment banker and derivatives specialist at top-tier firms in New York and Tokyo, and also worked in professional real estate investing. His description of the blog's strengths should resonate with other ex-Wall Street pros: "Everything I write about in my blog is motivated by and somehow related to the common challenge I and so many of my ex-Wall Street colleagues face: how to grow your own portfolio with all of the stimulation and none of the tedium of a six- or seven-figure job. I spend the vast majority of my time thinking, researching and analyzing--all as prelude to making occasional but (hopefully) optimal buy-sell decisions." Launched in January 2005, with longer than average posts somewhere between once a day and once a week.

Monty's Bluff is written by John Austin, who has a Ph.D. in Management and a BA in economics and has spent the last decade researching management and finance. (Before that he was an economic analyst.) Monty's Bluff comments on current business events and managerial issues relevant to valuation, and highlights resources for investors. Topics include top management team issues, restructuring, financial reporting, firm reputation, and shareholder influence. According to Mr. Austen, "My focus on organizational indicators that are linked to financial performance is unique... my training and experience blends psychology, finance and management, and I've found that few people have this same mix of expertise." Posts are once daily.

The Peridot Capitalist was launched in October 2004 by Chad Brand, the founder and president of Peridot Capital Management LLC, an investment advisor based in St. Louis. The blog highlights the contrarian investment strategies that Peridot employs when managing portfolios for its clients, and contains observations about individual investments and the broad market. Post are often daily, usually at least a few times per week.


Profit Prowler focuses on short-term trading opportunities in stocks and options, using what the blogger calls "a profitable, proven, contrarian approach of shorting price peakes and buying price bottoms."

The Prudent Investor is a stock market blog with a firm ideological slant. According to author Toni Straka, "we approach an era of global redistribution of wealth... the US-European centrist approach will not work much longer. Five billion people in the developing countries will demand their fair share of the world's resources." Combined with an adherence to Kondratieff's theory of long market cycles, that produces a focus on "the problems of fiat currencies with their inherent fate to get destroyed by the ruinous dangers of credit-induced inflation". Mr Straka edited the financial section of the Austrian daily paper Der Standard and worked for the Frankfurt bureau of Reuters. He writes in (excellent) English, though occasionally his foreign roots show up in minor grammatical errors. Posts are 1 to 3 per day since the blog started in April 2005.


Random Roger's Big Picture (yes, it really is called that) covers portfolio management, the market outlook, foreign stocks and ETFs. Its author is Roger Nusbaum, a portfolio manager for wealth management firm Your Source Financial (Arizona). Mr. Nusbaum has worked in the financial industry for 20 years, first as a retail broker, later as an institutional equities and options trader, and now in wealth management. He has had articles published in Barron's, Yahoo Finance, the Motley Fool, and ETFzone.com, and appears regularly on CNBC Asia's Market Watch commenting on U.S. markets. The blog is quite personal, but contains useful thoughts about asset allocation and portfolio management, which most other financial blogs don't cover. It's also particularly strong on foreign markets and closed-end funds.

Rocks and Boulders is written by the members of family money management firm StoneRiver Capital. The blog covers arbitrage, event-driven and special situations, defined by market inefficiencies and mispricing from misunderstood risk. Despite the fact the authors are finance professionals, they remain anonymous (they say to avoid breaching the strict SEC investor solicitation rules), using only their first names - Gary, Veronica, Ari, Dan, Anna and Salvatore. Gary and Veronica have 18 years of investment experience; Veronica was in charge of private equity at a large hedge fund. The rest of the team has more limited experience, but all are now involved in the money management firm. "We are believers", Gary says, "in expected value methodology and the use of downside-upside risk-return analysis". Relatively few blogs focus on special situations, so this professionally authored blog is a useful resource. Launched in February 2005 with 5 to 10 posts per day.

Rule #1 Blog: Phil Town on Investing covers the investment philosophy, experiences on the speaking circuit and personal anecdotes of Phil Town, who says he turned a thousand dollars into a million dollars and eventually grew his portfolio to $20 million. What's Rule #1, you may be thinking? "When investing, aim not to lose money, as opposed to make money". This principle, claims Mr Town, comes from Warren Buffett; perhaps he's refering to Buffett's goal of buying stocks with a margin of safety, ie. at a discount to their intrinsic value. The blog contains fairly long pieces that will warm the hearts of self-help book fans. If you're looking for stock analysis, though, this isn't the place to come, as there's no discussion of individual stocks. And at times the blog feels like blatant promotion for Mr Town, his upcoming book and his Get Motivated seminars. In fact, some of the posts are reprints from... Get Motivated Magazine, which doesn't seem to reach the heights of financial sophistication. Example: "If you want to find a great stock that is undervalued you would look first for specific parameters. Parameters are just facts about that company that computers can collect and you can dig out." Bottom line: read this blog to get a financial hug (or to learn what parameters are), not to improve your investing skills. Launched in February 2005, roughly one post per day.

Seeking Alpha is different from most of the blogs in this section in two ways: it's aimed at hedge fund and mutual fund managers rather than retail investors, and it doesn't discusses individual stocks. Instead, it focuses on market, sector, and style strategy, portfolio & risk management, and other issues relevant to fund management such as teh quality of sell-side research. It's written by David Jackson, who runs a long-short portfolio and was previously a technology research analyst with Morgan Stanley covering communications equipment stocks. He also publishes daily commentary on Internet stocks on The Internet Stock Blog, has written a book for retail investors about investing with exchange-traded funds (ETFs) called "A Better Way to Invest" (available for free on the Tech Uncovered web site), and edits a blog about investing with exchange-traded funds, ETF Investor. Seeking Alpha also includes free job listing for hedge funds, mutual funds, investment banks, independent research organizations, and headhunters and recruiters for the investment industry.

Stockcoach is a genuine "blog" - a journal of one person's portfolio, including what he's buying, total portfolio value, and a candid discussion of mistakes and successes. The author describes himself as follows: "Armed with a PhD in Finance and a passion for economics, politics, and history, Stockcoach manages his own portfolio and provides daily commentary about the markets and how his portfolio is performing. He invests in smallcap value stocks, and maintains short positions to hedge market risk. Since he began investing four years ago, Stockcoach has beaten the market by an average of 5 pecent per month." Posts are usually daily. Like other users of the Blogger publishing platform categorization is weak, and that makes it harder to view posts on a particular stock.

Stock Picks Bob's Advice is the trading journal of amateur investor Bob Freedland. He picks stocks using a "modified CANSLIM/daily momentum/valuation approach".

Swing Trading With The Stock Bandit is written by an anonymous Texan who trades full time from home. He runs a paid membership website/newsletter, but uses the (free) blog to interact with other traders. The blog covers trading ideas, trading psychology and full-time trading. Perhaps because the author trades from home and uses the blog for social interaction, the pieces are longer and have a more personal touch than those of many other stock market blogs. Launched in January 2005, posts are usually about once per week or "whenever I feel a trading idea is good".

Technically Speaking is written by Ron Sen, a physician specializing in internal medicine, critical care and pulmonary disease who's been following the market and trading "for years". Worried about a doctor commenting on the stock market? You shouldn't be: his enthusiasm and financial ability rubbed off on his son, who co-wrote How Markets Really Work, and another doctor, William Bernstein, wrote The Intelligent Asset Allocator and is now a full-time financial advisor. (Though I'm not sure that's a net gain to society...) The blog's analysis is technical, focusing on volatility, mean reversion, and trend resumption, often using charts. The blog was launched in September 2004, and posts are roughly one per day.

Trader Mike uses technical analysis to analyze the markets. It's written by Mike Seneadza, who has been trading for a living since 1999 from his home in Atlanta, GA. He considers himself to be a swing trader but engages in some day trading as well. His trading approach is based solely on technical analysis. Each day he posts charts of the major indices, his outlook for the market and his trading candidates for that day. He also writes about, or links to articles about, the psychology of trading and money management.

Bond & Foreign Currency Blogs

Foreign Currency Trading is a daily journal of a New York-based foreign currency trader.

Gold, Silver & Commodities Blogs

Big Picture Speculator (not to be confused with Barry Ritholz's The Big Picture) focuses on commidity stocks, particularly uranium, gold, silver and energy related opportunities. The author is Jim Letourneau, who has a P.Geol., is the principal of Big Picture Geoscience Inc. and publishes the Big Picture Speculator investment newsletter. The blog uses a lot of technical analyis, but mixes it with observations about commodity demand and supply. Posts are frequent (5 to 7 per week). Particular strength: Canadian resource stocks, especially uranium, oil/gas, drillers, gold, silver, and coal.

Commodity Trader covers futures, options and commodity news, plus occasional comments on the hedge funds that trade them.

Gold and Silver Blog describes itself as offering "frequent updates of interest to gold and silver investors". It's written by Michael Kantor, who actively invests in gold and silver stocks. He is also author of another blog called The Calico Cat, which is less tightly focused on investing issues.

Land of Black Gold is subtitled "Reflections on oil, peak oil theory, energy in general, and the investment implications", presumably of changes in the oil and broader energy market. It's written by a New York-based programmer by day, amateur investor by night who uses the moniker "mh497". The style is light and readable and the links useful. No categories; post freqency is daily to 3-4 times per week.

Options & Futures Blogs

GalaTime tracks the trading plan and individual trades of amateur options trader K Gala. It covers equity and ETF option trading, along with articles about option-related resources such as option screeners, brokers, and tools. He also publishes excerpts of interviews with options traders like Nicholas Taleb and Philip Budwick.

iTrader contains analysis of the E-Minis and e-CBOT markets. It's strong on links relevant to specific financial instruments.