What I Read Every Day
Source: http://www.indexuniverse.com/blog/5920-what-i-read-every-day.html?Itemid=3&utm_source=straightstocks.com&utm_medium=sidebar&utm_campaign=rssPosted on Friday, May 29th, 2009 | In Exchange Traded Funds, Market Commentary
I’ve gotten a few questions from readers and colleagues about what sources I turn to for information about the markets, exchange-traded funds and related topics.
The list is long and varied, and ebbs and flows over time. But here are some of the sources (public, private and otherwise) that I turn to in my day-to-day reading. I’m sure I’m leaving out quite a few sites, but this at least is a partial list.
NATIONAL PUBLICATIONS
IndexUniverse.com and IndexUniverse.eu: It goes without saying that IndexUniverse.com and IndexUniverse.eu are the best sites on the Web for information about ETFs and how they are used in portfolios.
Slate/The Big Money: Those two Web sites aside, I start my day at Slate.com, and its sister finance site The Big Money. I find the daily news summary (and weekly magazine summaries) the best meta-journalism on the Web. They offer quick, succinct and erudite summaries of the major national, international and business news of the day. Five minutes and I’m up to speed.
Wall Street Journal: After Slate, I usually turn to WSJ.com. Rupert Murdoch or no, the Wall Street Journal is still the organ of the finance industry, and has some great reporters. I read much of the paper, but make sure never to miss columns or articles by Jason Zweig, Shefali Anand, Eleanor Laise, John Spence or Ian Salisbury, among others.
For what it’s worth, I stopped getting the paper version of the WSJ last year, after subscribing for nearly a decade. I miss it, but it seemed like a waste of trees.
Financial Times: As good as the WSJ is, the FT is smarter about the markets, and I read it on a daily basis as well. I scan for ETF stories and read the commodity section in full; I also monitor the Lex columns. I don’t follow their Alphaville section much, but I’m always impressed when I do get there.
MarketWatch: John Spence, as mentioned above, is one of the best ETF reporters out there (and an IndexUniverse.com alum). I keep an eye on his columns at MarketWatch, and also read Chuck Jaffe regularly.
Barron’s: I wish I read Barron’s more than I do, but I check in periodically. When I do, I find that I like Tom Sullivan’s column quite a bit. I’ve also started to regularly read Mike Santoli, who is smart, funny and to the point.
OTHER SOURCES
Yahoo Finance: Yahoo Finance Is the go-to site for news aggregation and (most importantly) total-return data on ETFs and indexes. I love the charting features, and the fact that you can download historical total returns for any stock, index or ETF is simply invaluable.
Pimco: If you’re not visiting Pimco’s Web site once a month, you’re doing yourself a disservice. Bill Gross and Paul McCulley’s commentaries are invaluable, and often fun to read. I read Mohamed El-Erian’s commentary too, but less religiously.
SEC.Gov: One of the least user-friendly Web sites in the world, but once you’ve cracked the code of the SEC search engine, you can find filings for any ETF that exists or is in registration. I’m on there five times a week reviewing prospectuses.
Cumber.com: I keep pace with the commentary of the Cumberland Advisors crew, including David Kotok and Bob Eisenbeis. They’re both smart and frank about how they’re approaching the market, and use ETFs exclusively for the equity side of their business.
Random Roger: Ditto Roger Nusbaum, who takes a nice real-world view of the markets, with just the right touch of detached irony.
Ed Yardeni: As a member of the press, I get Ed Yardeni’s summary reports, which are extraordinarily useful. If you’re not a member of the press, it costs big $$$.
Barclays Capital Research: Ditto the research reports from Barclays Capital. I read their weekly reports regularly, and devour their annual Equity Gilt study from cover to cover. Whenever I get my hands on one, I feel like I have received the blueprint to how the universe really works.
http://www.barcap.com/Client+offering/Research/Global+Asset+Allocation/Equity+Gilt+Study
Provider Web sites: Provider Web sites are often the best source of information on ETFs. iShares is probably the best, but nearly all of the providers do a good job and offer a lot of information.
ETF News Aggregators: To gather some of the other stories that I would otherwise miss, I subscribe to a host of ETF news aggregators, including the LinkedIn ETF Group and ETF Express.
Last 5 posts by Matt Hougan
- Long-Term Treasury Shorts? - July 16th, 2009
- Home Prices In 2014? Dead Flat From Here - June 30th, 2009
- Papering Over The Problem - June 16th, 2009
- What's Wrong With ETFs - June 15th, 2009
- A (Popular) ETF Down 97%??? - June 4th, 2009
Alphaville, Barclays Capital, bill gross, Bob Eisenbeis;, Chuck Jaffe, David Kotok, Ditto Roger Nusbaum;, Eleanor Laise;, Equity, ETF Express;, Exchange Traded Funds, finance industry, Financial Times, go-to site;, Ian Salisbury;, Index Publications LLC;, Jason Zweig;, John Spence;, LinkedIn ETF Group;, Market Commentary, Mike Santoli;, mohamed el erian, Paul McCulley, Roger Nusbaum;, Rupert Murdoch, Search Engine, Securities And Exchange Commission, sister finance site;, Today's Business Press;, Tom Sullivan;, Wall Street Journal, Yahoo
![]() About Matt Hougan (http://www.indexuniverse.com/sections/blog.html)
Matt Hougan is senior editor of the Journal of Indexes, editor of IndexUniverse.com and a contributing writer for the Exchange-Traded Funds Report and Financial Advisor magazine. Prior to joining JoI, Matt directed the internal communications effort at Genzyme Corporation, and worked as a biotech analyst and journalist for the award-winning financial Web site MetaMarkets.com. Hougan, a 1998 graduate of Bowdoin College, lives on the coast of Maine. |



