Strategy & Economics

BCA Research
One of the world’s leading providers of global investment research. We particularly like the oldest publication, the Bank Credit Analyst and are less keen on the asset allocation studies. Business cycles and macro economics are their specialty and they are very good at it. Excellent special reports, weekly bulletins and daily insights. Read more..

GaveKal Research
Well-known for “Our Brave New World”, in which so-called platform companies do not produce anything but sell everywhere. Companies such as Dell, IKEA, Wall-Mart and E-Bay usually keep the high added-value parts of research, development and marketing in-house, and farm out all the rest to external producers. We particularly like GaveKal for its bottom-up approach to macro-economics. Read more..

John Mauldin’s Outside The Box
This weekly essay service is an excellent way to keep abreast of the ideas of leading thinkers in the investment industry: Bill Gross, Paul McCulley, James Montier, George Friedman and many others. Read more..

RGE Monitor
Global economics and geo-strategy blog by the ultimate “bear”, NYC Stern’s Nouriel Roubini. Just when you think the worst may be over, Roubini presents another scary number for expected losses from the credit crunch…but always well-researched. Read more and enjoy...