The post below is a guest contribution by Mebane Faber, writer of the World Beta blog and author of The Ivy Portfolio – How to Invest Like the Top Endowments and Avoid Bear Markets. He shares a very useful list of the best free institutional research published online. Please feel free to mention other sources in the comments section. The only requirement is the authors have to be institutional money managers.
First Quadrant (I really liked this currency paper)
O’Shaughnessy and here
Howard Marks (Oaktree)
The LCM Perspective from Lotsoff Capital Management
Source: Mebane Faber, World Beta, December 28, 2009.
