Shorter Articles/ New Sites of Note
November 2016 - Why you shouldn't exercise to lose weight, explained with 60+ studies New! *** Highly Recommended *** - exercise is great for many, many health reasons but it is NOT for losing weight
November 2016 - US Inflation (Log) 1790-2015 New!
November 2016 - Is the Fed’s Balance Sheet Too Small? New!
November 2016 - The story of inflation between 1996 and 2016 is of rising prices in things that you need: Prices skyrocket for middle class goods and services. New!
November 2016 - Here's the truth about the stock market in 16 charts New!
November 2016 - Government Pension Plans Are Headed For Disaster New!
November 2016 - A History of Share Prices New!
November 2016 - How Money and Banking Work On a Gold Standard New! *** Highly Recommended ***
November 2016 - Investment Calculators and Finance Calculators New!
November 2016 - visualizingeconomics.com New!
November 2016 - Tyranny Of The PhDs New!
May 2016 - How Much Has Global Economic Power Really Shifted?
May 2016 - "A Total Game Changer" - From Over-Population To De-Population *** Highly Recommended ***
May 2016 - Here's everything you need to know about money, on a 4-by-6 inch index card
May 2016 - THE BATTLE LINES OF TODAY’S DEBATES OVER GUN CONTROL, WERE DRAWN CENTURIES AGO BY AMERICA’S EARLY SETTLERS *** Highly Recommended ***
May 2016 - 3 Things You Never Knew About the S&P 500
May 2016 - A Challenge To The Shiller P/E
May 2016 - 9 charts - enough said
May 2016 - The Central Bank War On Savers - The Big Lie Beneath
May 2016 - "Free" Trade, Jobs, & Income Inequality: It's Not As Easy As We Might Think
May 2016 - THE SUN BELT IS RISING AGAIN, NEW CENSUS NUMBERS SHOW
May 2016 - Electric vehicles: The impact on oil and electricity
December 2015 - The Most Extreme Point Of Stock Market Overvaluation In History
December 2015 - The Long (Behavioral) History of Long Yields
December 2015 - JP Morgan Guide to US Markets
December 2015 - Economic and Financial Decision Making in China
December 2015 - Long Term Interest Rates A Survey
December 2015 - Home Loans Mortgage Process
December 2015 - How Do America’s "Poor" Really Live? Examining the Census Poverty Report
December 2015 - 500 YEARS OF GDP: A TALE OF TWO COUNTRIES
December 2015 - No Inflation Friday: The Government Admits Its Own Statistics Are Phony
December 2015 - Long Term Market Recoveries
August 2015 - Comparing the cost of living between 1975 and 2015: You are being lied to and fooled - more on the great inflation scam
August 2015 - Technology sector, share of market over time
August 2015 - Assessing the Recent Behavior of Inflation
August 2015 - The oncoming disaster in public pensions: The $4 trillion retirement savings deficit and the bill of payouts for pensioners
August 2015 - Five Investing Myths *** Highly Recommended ***
August 2015 - Inflation vs. P/E Model (1965 to Present)
August 2015 - Embedded Predictions and the Valuation Debate
August 2015 - Valuation & the Fed Model (excerpt)
August 2015 - Charlie Munger on Investment Concentration versus Diversification
August 2015 - Asset Allocation for Muppets with a 401(k)
August 2015 - Global interest rates have only been this low 3 times since 1522
August 2015 - The Fiduciary Standard is Coming!
August 2015 - This is why you shouldn’t believe that exciting new medical study
August 2015 - The Much-Touted Growth Prospects Of BRICS Is Nothing More Than A Commodity-Boom-Fuelled Mirage
August 2015 - How's That Inflation Working Out For You?
August 2015 - Most Valuable Companies in History, Adjusted for Inflation
February 2015 - 21 Facts That Prove That Government Dependence Is Out Of Control In America *** Highly Recommended ***
February 2015 - Ritholtz, Asset Class Returns vs. “The Average Investor”
February 2015 - A Visual Guide To Where Your Tax Dollars Go
February 2015 - International Interest Rates the Last 158 Years and Historical Chart Gallery: Market Indexes and All The Major Crises Russia Has Seen Over The Last 150 Years - my favorite kind of stuff - ultra big picture - helps you ignore the noise
February 2015 -
Understanding Money - some good basic articles from Orcam Group
February 2015 - Kitces.com
Top 50 Financial Advisor Blogs And Bloggers
February 2015 - Ritholtz, The Basic Simple Truths of Investing
February 2015 - The Ying and Yang of Retirement Income Philosphies
September 2014 - Ritholz, Romancing Alpha, Forsaking Beta
September 2014 - Liberty Street Economics - the NY Fed
September 2014 - Currency Reform In Ancient Rome
September 2014 - The Price of Learning
September 2014 - Annual Returns: Asset Classes 1994-2013 *** Highly Recommended ***
September 2014 - 4% Rule: 20 Years Ago Today
March 2014 - Buffet Finally Says What Everybody Is Thinking - Index Funds Are The Answer
March 2014 - Here's A Chart Of Interest Rates Going Back To 3000 BC
March 2014 -
What Does It Take To Be Middle Class?
*** Highly Recommended ***
March 2014 -
It's The 2nd Worst Decade In Over 220 Years (And Getting Worse)
March 2014 -
213 Years Of Sovereign Yields And Defaults
March 2014 -
You Can't Control When You're Born... Revisiting Sequence of Returns Risk
PRIOR SHORTER ARTICLES FROM 2002-2013
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Shorter Finance Articles
The Journal of Portfolio Management (abstracts only) ****Highly Recommended****
Financial Analysts Journal (abstracts only) ****Highly Recommended****
Journal Of Alternative Investments, Journal Of Private Equity, Journal of Fixed Income, Journal Of Structured And Project Finance, Emerging Markets Quarterly, Journal Of Derivatives, Journal Of Risk Finance, Derivatives Quarterly (all abstracts only)
Journal Of Investing (abstracts only) **** Highly Recommended ****
Other Interesting Sites/Online Finance Courses
Altruist Financial Advisors - Investing Bibliography - a great, concise collection of classic and influential academic and semi-academic articles and books; many articles full text. **** Highly Recommended ****
Dr. Ed Yardeni's Economics Site - the best resource on the internet for current economic data **** Highly Recommended ****
William Goetzmann's Online Book
William Goetzmann’s Learning Curves
Investment Policy Magazine - Index To Past Articles
Applied Quantitative Research - Research Library
Investment course from Columbia Business School
Jim Mahar - good general site for academic finance on the web – sign up for the weekly e-mail newsletter.
Andrew Karolyi - good basic reading list.
John Wachowicz’ Site for Finance Students
Investment Philosophies - Online Book
Equity Risk Premium Forum - Online Book **** Highly Recommended ****
"Leading" Sources of Journal Articles
Journal of Finance (full text of upcoming papers)
Journal of Financial Economics (titles only)
Review of Financial Studies (abstracts only; some older articles)
Journal of Financial & Quantitative Analysis (abstracts only)
Note about the "Big Four" journals
EconPapers Search - as part of the RePec sites, EconPapers is a great resource. Thanks to Professor Sune Karlsson of the Stockholm School of Economics you can now search all "G" JEL classified articles ("financial economics") added or modified on the site within the last "x" days or weeks. This should allow you to periodically review recent articles added to the EconPapers site. (Note: all posted articles on EconPapers may not have JEL codes attributed to them).
SSRN (Financial Economics Network) – this and the RePec site are the two main "aggregators" of financial research on the internet. The SSRN site is really geared for searching specific topics or authors. The above link should rank recent finance papers in date order, many of which are downloadable (at times this link can be slow). I would recommend checking this link a few times a week. It is the single most useful resource on the web for new releases in finance. (Note if you have trouble downloading the document, you can have it e-mailed to you). SSRN now requires registration but it is free.
Journal of Business (abstracts only) It can be argued that the Journal of Business should replace one of the publications in the "Big Four" - see Arnold, Butler, Crack, Altintig, Impact: What Influences Finance Research?
Univ. of Chicago and CRSP Working Papers (some full text)
Cowles Foundation at Yale Univ. Working Papers (full text)
Federal Reserve Working Papers (full text)
National Bureau of Economic Research (abstracts only)
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The RePec Sites
NetEc/WebEc/EconWPA/IDEAS/RePEC/NEP – This collection of sites is the most comprehensive source on the web for academic financial literature. The sites contain one of the most complete list of Working Paper sites (962) and Journal sites (129) available. Also, the EconWPA site does list abstracts from posted articles by month. At present, the best way to keep up to date on papers being posted to the RePec sites is to sign up for the "corporate finance," "econometrics," "finance" and "financial markets" e-mail notifications. The professors participating in RePec and in WebEc-HoPEC are listed.
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Other Leading Working Paper Sites
London School of Economics – Financial Markets Group
Centre for Economic Policy Research (abstracts only)
Central Bank Research Hub - BIS.org - A very nice compilation of working papers from all of the world's central banks
Bank For International Settlements
European Central Bank Working Papers
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Key Links For Academic Finance Research
Ohio State University Finance Site – This is probably the best collection of academic finance links on the internet. It has references to approximately 79 finance journals, 40 working paper sites, 346 personal working paper sites and many other interesting links – probably the best collection of finance links on the web.
Comprehensive List of Online Finance Courses
EconWPA – check the most recent month in Finance for new postings. Not as many papers posted as SSRN, but a very nice list of resources for economists on the internet.
WebEc - Lists economic journals alphabetically. Also, has subsections for Financial Economics, etc. -
Washington University - Another comprehensive list of working paper sites in finance at approximately 138 U.S. Universities, government agencies and other institutions.
Business 2.0 – Good list of major journals, working paper and compilation sites.
CiteSeer - full text repository of scientific papers including finance and economics - much like the RePec site.
NYU Professor Starbuck ranks the journals (lots of information; go to bottom of page)
The CFA Digest (abstracts only)
Quarterly review of over 75 finance and investment related journals.
Financial Economics Books - reviewed by The Economic Journal -
Economic Intuition – a paid service for keeping up to date on the literature.
