If you had not found SI, and found useful information, I expect you have kept looking until you found of similar benefit.
Listing sources which have been useful to me -
1) The Street.com
I started subscribing about 6 months after it started - I can't remember how I found it, other than a Red Herring cover. They have had a very diverse stable of writers, and considerable turn over in writters also. I got a wide education here. Still has some great prespectives. I also benefited enormously from Jim Cramer's indication of a top in March 2000. Yes I got out of 90% of tech that month, and started shorting (a few days late) in April. Covered too soon however. The Real Money subscription upgrade is worth trying for a few months.
It is still pretty useful to me.
2) Silicon Investor
It took me a while to find some of the better thread, for example , Crossy's thread. I expect there are more useful thread to be found.
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3) Minyanville.com
Started by Todd Harrison, who used to trade for Jim Cramer's hedge fund, and then wrote for The Street.com. This is a very hedge fund oriented thread, considerable obscure but market moving info.
4) Grant's Interest Rate Observer
An expensive newsletter ( $ 600) and they have two conferences per year. ($900, and in mid town New York) They have been pushing GUDD etc. for a long time. Tends to attract the views of perma Bears. The confernce is a little out of my league in the sophistication of some of the strategies and heavy weight investors. Odd to find the guy you were eating bagels with is a billionarie.
I am not subscribing currently.
5) The CWEI forum on Yahoo.
Robry's NG storage estimates, and other posters like denitiex, add value. Suffering from too many posts, some political and personal drift.
6) The TEI forum on Yahoo, now effectively defunct. Many posters have move to the Value Forum. I have subscribed value Forum, but I don't have enough time to read it.
7) Financial Times, Barron's, Forbes, Wall Street Journal, Investors Business Daily, Economist, Fortune. I have found the first three of these provide about 70% of the investment value, and the rest provide prespective but tend to be "nice to have" instead of essential. |
