Investment Research

Fidelity

• Research Stocks
• Research Fixed Income
• Research ETF's
• Markets & Sectors

Audio Podcasts (updated regularly)

Reading List - Books

Asset Allocation

• Asset Allocation - Roger Gibson
• All About Asset Allocation - Richard Ferri
• Mastering the Art of Asset Allocation - David Darst
• The Fundamental Index - Arnott and Hsu

Endowment Investing

• When Markets Collide - Mohamed El-Erian (PIMCO)
• Unconventional Success and Pioneering Portfolio Management - David Swensen
• Foundation & Endowment Investing - Lawrence Kochard and Cathleen M. Rittereiser
• Trustee Investment Strategy for Endowments and Foundations - Chris Russell

History of Markets

• Capital Ideas, Capital Ideas Evolving, and Against the Gods - Peter Bernstein
• Unexpected Returns - Ed Easterling
• Bull's Eye Investing - John Mauldin
• The Crash of 2008 and What It Means - George Soros
• Triumph of the Optimists: 101 Years of Global Investment Returns - Dimson, Marsh, and Staunton
• Stocks for the Long Run - Jeremy Siege
• Manias, Panics, and Crashes - Charles Kindleberge
• Extraordinary Popular Delusions and the Madness of Crowds - Charles MacKa
• Fooled by Randomness - Nassim Nicholas Tale
• The Essays of Warren Buffett -Warren Buffett and Lawrence Cunningham

Reading List - Articles

Tactical Asset Allocation

• 5 Reasons to Choose Active Over Passive Now - Goldman Sach
• Core and Satellite Portfolio Construction: Smart Satellite Options - Goldman Sachs
• Surprise! - TAA Can Work in Quite Markets - Robert Arnott

Portfolio Theory

• Adaptive Market Hypothesis - Andrew Lo
• The Rewards of Multi-Asset-Class Investing - Gibso
• Your Money and Your Brain - Jason Zweig

Interesting Blogs

• The Big Picture Boston
• Business Insider
• Bob McTeer
• Carpe Diem
• EconomicPic Data
• Hussman Funds
• John Mauldin
• RAFI Fundamentals

Data Resources

• French Fama
• Ned Davis Research