http://docs.google.com/View?docid=dg6sdsfk_240dnk96k - 07/05/09 15:15:09 - 10/07/08 13:08:24
Sovereign Funds
BudgetingFootnoted.org This blog’s author, Michelle Leder, digs through SEC filings and comes up with some of the best insights about the “hidden” comments found in 8Ks, 10Qs, and other government filings that rarely get as careful a review. This is one of the oldest financial blogs, founded in 2003.
MBA Finance & Investment Information
Will Rogers, noted humorist, once said, “Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.”Here are some web sites that may be helpful when seeking investment information...Remember, your personal situation is unique, and you might want to get professional investment, tax, accounting and legal advice before you act on any potential investment opportunity. The following list is merely a list of some web sites that you might find helpful in doing preliminary research.
It is NOT intended to be comprehensive or representative of all possible financial web sites... or to be a list of recommendations... or even a list of the very best financial information web sites... just a starting point for further research before you actually invest or spend money. Use with caution and at your own risk!
You might want to keep this link handy for future reference... and feel free to share this information with your friends!
Dan's Finance & Investment Communications for You:
Dan's Online Investment Class Info (available to anyone in the general public - not for MBA students)
Personal Financial Planning Classes
Texas Tech Personal Financial Planning Division
Obama Investing
What does President Obama invest in?
Investment Class Wiki
Finance Math Using Wolfram Alpha:
TV Video Archives
Comedy Central on CNBC investment Advice
PBS News Hour Business Reports - Jan-June '08
PBS News Hour Business Reports - July-Dec '08
PBS News Hour Business Reports - Jan-June '09
Charlie Rose Show - occasional business guests
Wall Street Warriors - TV Show
Wall Street Warriors - early review
Wall Street Warriors - Season1: Episodes 2 & 6; Season 2: Episodes 1, 2, 5, 7, 8 & 10
Wall Street Warriors - Questions for discussion
Wall Street Journal Guide to Leadership
House of Cards book author interview
Universities 'irrelevant' by 2020
Apple iTunes University - what's available
Open Courseware educational videos - by institution
Open Courseware educational videos - search by subject
Open Courseware educational videos - search by subject
Technology's Accelerating Power
Tom Friedman - The World is Flat - MIT (lecture starts at 4:25)
IBM - We Must Use Business Analytics
Monsanto - What's up with all those chemicals in our food?
Movies
Greed - The Backlash
Henry Kravis & His Homes Video
Clubs
Money Club Article
Smart Cookies
Smart Cookies - book
Apple iPhone Applications
Finance Principles
10 Fundamentals of Finance
10 Basic Investment Concepts
Stop Wasting Money
Re-conceive Finance for the 21st Century
21st Century Capitalism - video
Corporate Governance Challenges
The Compelling Case for Change
Corporation 20/20
IBM - Organizations Must Change Decision Making
Economy
Financial Crisis Explained - Video - Part 1
Financial Crisis Explained - Video - Part 2
Financial Crisis - Was it due to Greed or Stupidity?
Happiness Index
Book Review - House of Cards
House of Cards book author interview
JP Morgan Chase CEO Jamie Dimon Explains It All
Did you know?
Media in 2015
End of Credit Era - But What's Next?
China US Trade Graphic
The Big Picture
Briefing.Com
Who Killed the Economy?
Visual Guide to the Financial Crisis
History of Government Bailouts
Economic Doom PPT
Morgan Stanley - Mary Meeker Projections
Venture Capital Business is Broken
Economic Projections - Consumer Electronics
Google is optimistic about 2009!
Inflation - Visual Guide
Leading Economic Indicator - corrugated boxes
Fight Foreclosures
Future Studies
The World in 2025
Next generation search engine
Basics
Fox Business Tools - Personal Finance
100 Corporations That Will Survive 100 Years
Business Week's Top 50 Companies
But Maybe the Stock Market WON'T Recover...
And Maybe the Long Run is Riskier...
What to Buy AFTER the Crisis is Over?
Hedge Fund Replication - How it works
Average Consumer Tax Spending:
Average Tax
Army
Department of Energy
Education
F-22 Raptor Aircraft
Department of Justice
NASA
State Department
Wall Street Firms Capitalization
Investment Basics
Mutual Fund Investing
Stock Investing
Stock Trading
Exchange Traded Funds Screener
401 K & IRA
529 & College Savings Plans
Credit Information
FiLife
MoneyTrack
Free Credit Reports - Forget copycat sites. This is the official Web site where you can get a free report from each of the three credit bureaus once a year.
Credit Score - Buy your score from one credit bureau for $15.95 or from all three for $47.85. Plus, get advice on how to raise your score, and use the site's EZ Error Correct system to dispute mistakes.
FICO Score - educational info
Social Security calculator - Type your name, Social Security number, birth date, birthplace and mother's name into this secure site, and it will show your estimated benefits based on your up-to-date earnings record.
Health Insurance Quotes - Provides immediate quotes for most major health insurers and compares policies. For personalized attention, call 800-977-8860 or find a local broker.
Health Insurance for people with medical conditions or modest incomes.
Medicare - detailed information about Medicare, with excellent tools to help you pick the best Part D plan or Medicare Advantage policy based on your specific medications and health condition.
Term Life Insurance - An easy way to get term-insurance rates from many of the top companies. Call 800-442-9899 for personalized help, especially if you have a medical condition.
Term Life Insurance - Use this site to see the detailed criteria you must meet to qualify for each company's term-insurance rates.
Auto Insurance - Lets you compare price quotes from several major insurers (the number varies by state). Also a good resource for money-saving tips on every kind of insurance. For personal help, contact an agent.
Homeowners Insurance - For a fee of $7.95, you can calculate how much coverage you need. Plug in data about your home's age, building materials and other details, and get an immediate estimate of its replacement cost.
ComplaintsNational Association of Insurance Commissioners maintains complaint records for each insurer in every state. Focus on the complaint ratio: the number of complaints for every dollar the insurer collects in premiums.
Asset Allocation
America's Challenges:
Shift Happens
Perot Charts
Pickens Plan
Pump the Plug
Water Crisis (free book)
Crowdsourcing
The World Is Flat
Hot, Flat & Crowded
Auto Industry Collapse
The Fall of GM
Google Clean Energy 2030
All About Google PPT
Signs
3 Basic Choices...
1a. Savings & Interest Rates:
Save for a specific goalFDIC-insured, minimum goal of $250 and a $25 deposit. Your timetable must be at least three months and no longer than 50 years.Tell SmartyPig how much you need to save and when you need the money, and it will suggest a monthly contribution to be deducted from your checking account. And here's SmartyPig's stroke of genius: You can make your account public so family and friends can chip in toward your goal. SmartyPig offers a generous annual yield on the account. And the company has partnered with more than 25 retailers, such as Amazon.com and Macy's, where you can redeem your savings for a gift card with a bonus of up to 5 percent.
US Treasuries Rate & Info
CD Auction
1b. Lending:
2. Bond Valuation
Bond Yields (Goldman Sachs - GS)
3. Stock Valuation
Fundamental Research:
MSN Stock Research Wizzard
MSN Stock Research Wizard - Apple Example
CNBC Stock Screener
Motley Fool CAPS
News & Analyst Upgrades or Downgrades
Know the Company
WeSeed
Technical Research:
Technical Analysis
Wall Street Journal Big Charts
Stock Mood (free registration required)
Depression Investing:
Corporate Bonds:
Investment Grade Corporate Bonds - LQD
Junk Bonds:
If you think they are going UP in value...
iShares IBoxx High Yield Corporate Bond Fund - HYG
If you think they are going DOWN in value...
Rydex Inverse High Yield Strategy Fund - RYIHX
Illiquid Assets:
Employee Benefit Plans:
Play Money Stock Exchanges:
WeSeed
kaChing
Fantasy Stock Exchange
CNBC - open from time to time
Virtual Stock Exchange
London Stock Exchange Game
Covestor
Portfolio Optimization
Crowd Opinions
Prediction Markets:
What is a "prediction market"?
InTrade - Dow Jones
NITLE - college technology
Options (i.e. Citigroup, Symbol: C )
CBOE Volatility Index - defined
The expected movement in the S&P 500 index over the next 30-day period, on an annualized basis. For example, if the VIX is at 15, this represents an expected annual change of 15%.
Indices:
S&P 500 - companies
S&P 500 - 3D data visualization in Second Life
Index Funds
Index investing - partial book chapter
Wisdom Tree Small Cap Earnings Index ETF
Exchange Traded Funds - ETFs
Commodities
Short Selling
Exchange Traded Funds for Short Sellers
Chart - SDS vs. SSO (twice the volatility)
Example - 10/9/08 Risk
Sharpe Ratio - Academic Explanation
Why do we need Open Source Risk Modeling?
Invest in Surrendered Life Insurance Contracts:
Invest in Lawsuites:
Juridica stock quote - Symbol: JIL
Prof. William F. Sharpe - Stanford - Modern Portfolio Theory
Video Meeting of Laureates in Economic Sciences, 2004
Video American Finance Association
Audio Part 1, ProMoney Talk, 2006 (Starts at 8:10)
Audio Part 2, ProMoney Talk, 2006 (Starts at 2:25)
Money Management Software
Mint
Rudder
Buxfer
Thrive
Money2Manage
Personal Budgeting
Green Sherpa
Moneygement
Geezeo
MoneyIO - UK
Kublax - UK
ZimpleMoney
BudgetTracker
BillMonk
FreshBooks
IndyBudget
Kapitall
Youth - Ages 5 to 24 & Senior Citizens
WeProsper
Expense Reports
PocketSmith
Simplifi
GreenSherpa
iPhone Budgeting
Strands
Benjamin Graham
Warren Buffett
Warren Buffett's Letters to Berkshire Shareholders
WPP Chairman does something quite similar...
John Templeton
John Bogle
Bogle Financial Markets Research Center
Doesn't Let Money Managers Off the Hook
Louis Rukeyser
Compare Mutual Funds (i.e., Symbol: TEPLX vs. VFINX )
Yahoo Finance
Wall Street Journal
Google Finance
MSN Money Central
Bloomberg
Age Related Funds
Wall Street JournalOverall Market Data Center
Company Research
US Mutual Fund Research (i.e. VFINX)
US Mutual Fund Screener
Asia Mutual Fund Research
Europe Mutual Fund Research
International Funds Screener
Exchange Traded Funds Research
Exchange Traded Funds Screener
Worksheets / Calculators
GamesStartup Exchange Game
Investopedia Trading Game (registration required)
Yalicoo
World Stock Market
Trade Your Game Assets - Gold Farming
The Cash Flow Game (based on the book "Rich Dad, Poor Dad")
News & Coming Events:
Google Investment News
Loud3r
Headlines Globe
Fast Eagle
Company Financial Calendars & Web Sites
Street Read
Silicon Alley Insider
Business Sheet
Upcoming Economic Calendar of Events
How to Read a Financial Report:
Accounting Basics
The IBM Guide
How to Read a Balance Sheet
Fundamental Analysis
SEC Beginner's Guide to Financial Statements
How to Read an Annual Report
How to Read an Annual Report
CEO Gains & Losses
Brokers:
Sharebuilder - Buy by Dollar Amount
E*TRADE
E*TRADE plans to enable U.S. Retail customers to trade on 42 international exchanges (6 currently available) while holding multiple currencies in a single dollar-denominated E*TRADE account.
Interactive Brokers - access over 70 markets worldwide
Exchange Traded Notes
Currency Trading:
Currency Trading (practice for fun!)
FXCM - mentioned on Wall Street Warriors
DailyFX.Com
Currency Mutual Fund
Currency based on energy?
Currency Conversion
Analysts:
Investors Business Daily
Value Line Investment Survey
Wall Street Transcript
Morningstar
The Street Ratings
Matrix USA LLC
World Stock Markets
World MarketsChina Shell Companies
UK
Europe
Asia
Financial Planning:
Financial Planning Basics
SumApp
ManageMe7
The Far Side...
Pink Sheets
S&P Info (if available) on these stocks
Research:
SEC Info via Twitter
Yahoo Finance
Yahoo Finance Video - Tech Ticker
Google Finance
Google News
MSN Money Central
Barron's
Forbes
Dow Jones Market Watch
AOL Money & Finance
Reuters Investing
CNN Money
CNN Money Stock Quotes
CNBC
CNBC - Fast Money
Bloomberg
Fox Business News
WikiInvest
Seeking AlphaBob's Stock Advice
Kiplinger.Com
Institutional Investor
SFO Magazine
Financial Sense
Stocks & Commodities Magazine
Financial Times of London
The Economist
Euroland
Global Finance Magazine
Global Investor Magazine
World Investment News
UK NewsNow
Briefing.Com
Smart Money
Cake Financial
Covester
US Investment Publications:
Business Week
Business Week Statistics
Newsweek
Wall Street Journal
New York Times
News
Business Publications
Investment Tools:
Currency, Metals & Oil Trading (for fun!)
Sector Investing
Exchange Traded Funds
Investors Business Daily Online
The Street University
Value Line University
Interactive Brokers University
Value Line Free RSS Feeds
Investopedia
Investment Information:Florida Trend Wealth Management
London Stock Exchange
Wikipedia Finance
Prosper Loans
Lending Club
Free Corporate Annual Reports
Free Mutual Fund Annual Reports
Free UK Annual Reports
MergerStat
Investment Clubs
Wharton Professor Investment Strategy
Wharton Professor Investment Book
Investors can improve on index-style investing by also holding stocks with low price-to-earnings ratios and high dividend yields, and by putting as much as 40% of their stock portfolios into foreign issues.
Wharton Professor ETF Index Funds
Ben Stein's Best Thoughts
Second Life Stock Exchange
Wells Fargo Bank - Stagecoach Island
SkyGrid
Social Networks:
Podcasts:
Other Information:
Directory
Blog Directory
Podcasts
Social Media
Scottrade Social Community Video (registration required)
Newsletter & RSS Feeds
Blogs
23/7 Wall Street - 25 Best Financial Blogs
1. Mish’s Global Economic Trend Analysis (7,903 links). Although Mish (aka Mike Shedlock) is not an economist by training, he adroitly gets into the thick of economic data. Mish looks at comments made by the major media, so–called experts and government officials and serves up trenchant analysis based on his impression of their relevance and validity. The author is not afraid to attack conventional wisdom.
2. Footnoted.org (598 links). The blog’s author, Michelle Leder, digs through SEC filings and comes up with some of the best insights about the “hidden” comments found in 8Ks, 10Qs, and other government filings that rarely get as careful a review. This is one of the oldest financial blogs, founded in 2003.
3. Bill Cara’s Cara Community (389 links) analyzes the capital markets, stock movements, and the economy with an eye to technical guides including volatility, cash flows, trading volume, and price performance and is prolific almost beyond comparison.
4. Infectious Greed (3,822 links). Blogger, Paul Kedrosky, is considered one the preeminent financial market pundits. His site reflects the perspective of a former technology analyst, institutional money manager, and venture capitalist. Infectious greed provides a running commentary on global markets, economic trends, and emerging business trends.
5. Bespoke Invest, also known as “Think Big” (6,112 links), is the blog for a money management and research firm. The site provides a combination of technical analysis and commentary on macroeconomic trends, major sectors of the stock market, and currencies.
6. Angry Bear (2,447 links) is the product of a half dozen Ph.D economists, an historian, and financial professionals. The writers provide individual perspectives on broad sectors of the economy based on their unique training. They look at topics as varied as worldwide trade and industrial production as well as US government programs and regulations like Social Security.
7. The Big Picture by Barry Ritholtz (11,223 links) has recently moved from his long-standing site on typepad, where he's been since 2002, to http://www.ritholtz.com. Ritholtz is one of the most well-respected market and economic pundits and bloggers who manages money as his day job. Multiple posts a day on subjects as diverse as criticisms of the business press, digital media, and key economic indicators. Sophisticated analysis made clear by an unmistakably irreverent voice and excellent use of charts, tables, and graphs.
8. Naked Shorts (833 links) covers ETFs, hedge funds, monetary policy, and current events. Bangs on hedgies and the accounting profession and its practices. Not fond of the practices of many US government agencies.
9. A VC (2,777 links). Long-time venture capitalist Fred Wilson passes along his opinions on new technology and how it converges with emerging parts of the economy. Wilson talks in detail about where he is investing his venture capital money and why. His Union Square Ventures has taken positions in new ventures including Del.icio.us, Feedburner, and Twitter.
10. SeekingAlpha (63,563 links), the grandfather of financial blog aggregation, also has its own editors and columnists. This is by far the largest collection of financial blog posts in the world. Readers who want to find articles from hundreds of sites get a one-stop-shop at SeekingAlpha. If it were not for this web site, a large number of blogs would have almost no readers.
11. Clusterstock (1,613) links) follows and comments on business, the stock market, and economic news throughout the day. It has a staff of several outstanding writers lead by Henry Blodget. Articles by John Carney are particularly good. It is now combined with another strong site called Silicon Alley Insider.
12. 1440 Wall Street (1,216 link). Although the site is “intended for the institutional equities crowd,” we won’t hold it against them - it’s still very good. Covers money markets, sell side, buy side, private equity, Wall St. research, and media. Strong analysis. Strong on multimedia.
13. The Kirk Report (1,571 links). This is one of the oldest financial blogs and it has been consistently good. It has a number of articles which are simply links to other sites. Strong on stock analysis, market recommendations, and volume investing. Too bad some of the content requires being a “member.”
14. Calculated Risk (11,057 links) is among the most thoughtful and thorough financial commentary on the internet. Period. Tears apart poor economic assumptions. Gets to the heart of the elements that move the economy and markets. Big focus on housing and economic analysis
15. Abnormal Returns (1,009 links). Disregarding our own rules for what blogs should be on this list, this site is the only one that simply provides lists of links to other financial sites. However, there’s a reason we’re making an exception as these are carefully selected and come with good short intros. Links are regularly organized by subject.
16. TraderFeed (2,437 links). The author, Brett Steenbarger, is one of the most intelligent voices in the financial blog business. Strong on technical analysis, broad market commentary, and the psychology behind trading behavior.
17. Alpha Trends (1,046 links). Extremely strong technical analysis. Good video commentary which it claims is the highest subscription membership for financial videos on YouTube. Covers stocks, ETF, and index movement.
18. Econbrowser (6,597 links). Run by two professors, both with economic backgrounds. What readers would expect from academics looking at the markets. Indepth and often complex analysis of a broad range of topics from infrastructure to policy making to consumer spendings. More than any other site on this list, Econ Browser is not for sisses.
19. Peridot Capitalist (192 links). Written by a money manager, one of the oldest and better regarded financial blogs. Good corporate earnings analysis and looks at undervalued stocks.
20. Information Arbitrage (957 links) The author has been in the M&A and derivatives businesses for some time. Strong and rich commentary on current financial events, investment risks and rewards, and the current credit and economic crisis.
21. Maoxian (290 links). Strong pieces on day trading, technical trading, balance sheets, and ETFs. Strange graphics. Writer tries to be anonymous, but it hasn’t worked.
22. 10Q Detective (277 links). Writer has been an equity analyst. Good at digging through government filings to find information for investors which is both helpful and sometimes amusing. Good place to read how public companies “game” the process of SEC reporting.
23. Ticker Sense (538 links). This site may be the most well known for its weekly poll of financial blogger sentiments about the market. Written by money management firm Birinyi Associates. Has excellent analysis of global economy and major sectors of the stock market. Use of tables and graphs is among the best.
24. Upside Trader (356 links) Good technical analysis which follows the market carefully. Strong charting on individual companies. Great place for day traders.
25. Carl Futia (133 links). One of the best financial forecasting blogs. Employs various technical analysis including some he has developed. Notable for his thoughtful and approachable writing. Posts very regularly.
Investing in Stocks Online
Blog
Blog
Blog
Blog
Blog
Blog
Ratings Agency
Commodities
ICE - contracts based on crude oil and refined products, natural gas, power and emissions, as well as agricultural commodities including cocoa, coffee, cotton, ethanol, orange juice, wood pulp and sugar, in addition to foreign currency and equity index futures and options.
Exchange Traded Notes
Day Trading (NOT recommended!)
SMB Capital (mentioned on Wall Street Warriors)
Betting (NOT Legal in the US)
The Unlawful Internet Gambling Enforcement Act of 2006 made it illegal for banks and other financial institutions to process online wagers. The goal was to find an indirect way to regulate offshore casinos [… and sportsbooks… and real-money prediction exchanges…], which are outside the jurisdiction of American law enforcement. In short: the casinos are out of reach, but not the banks in the United States that process their transactions.
Bet on the Markets
Research Tools:
Electronics Companies
SEC Company Search for 10-K
Example - 10-K - Intel - INTC
Google Risk Factors - slides
Quarterly Conference Call Transcripts
Quarterly Conference Call - '09Q1 - GOOG
Quarterly Report - Press Release - GOOG
Google News - Intel - INTC
Twitter Search - INTC
Twitter Positive vs. Negative - INTC
StockTwits - INTC
Tip'd - INTC
Yahoo Finance - Headlines - INTC
Yahoo Finance - Blogs - INTC
Yahoo Finance - Company Events - INTC
Yahoo Finance - Message Board - INTC
Google Finance - Company Discussions - INTC
Google Timeline - check "news" & "INTC"
All Company Rumors
All Company Rumors
Tech Rumors
Starbucks Rumors
Financial Industry Rumors
Ford Motor Rumors
Yahoo Finance - Insider Transactions - INTC
Yahoo Finance - Analyst Estimates - INTC
Yahoo Finance - Analyst Opinions - INTC
Institutional Investor Buy & Sells - INTC
Social Media Spy - INTC
Twitter Search - INTC
Twitter Search - Intel Corporation
Wall Street Transcript - library
Value Line Investment Survey - library
Value Line - Report Example
Google Scholar
RefSeek
DeepDyve
Google Docs & Slides
Simultaneous Writing
FlowGram - present using web pages, PowerPoints, photos and voice
Stakeholder Management Template
Is there a "Perfect Company" somewhere?
Wolfram Alpha: Is Google crap?
In Search of Excellence - The Video
Country Research:
China v. United States graph, data
Country - Korea
Laws - Korea - free registration required
Laws - Florida - free registration required
Culture Video - Korea
Consultant - Korea
Securities Licensing:
Series 7 General Securities Examination covers:
- Equity Securities
- Debt Securities
- Government Securities
- Municipal Securities
- Money Market
- Economics
- Options
- Mutual Funds
- Annuities
- Issuing Securities
- Trading
- Customer Accounts
- Margin Accounts
- Retirement Plans
- Brokerage Office Procedure
- Fundamental & Technical Analysis
- Direct Private Placements
- Recommendations
- Industry Regulations
Business and Management Web Links
Monitor this web site for changes:
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Make comments about which links are best
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