Sites
Curated sites and links on investing, capital allocation, and macroeconomics worth reading regularly.
Links are shared for informational purposes only and do not constitute an endorsement, recommendation, or affiliate relationship.
The Bahnsen Group
David Bahnsen's investment practice focused on dividend growth investing. Commentary, research, and a consistent philosophy rooted in income and business quality.
Capital Allocators
Ted Seides's podcast and research platform featuring in-depth conversations with the world's top institutional investors, asset managers, and allocators.
Mauldin Economics — Frontline Thoughts
John Mauldin's weekly macroeconomic letter synthesizing global trends, monetary policy, and investment implications with depth and clarity.
Hoisington Investment Management
Quarterly macroeconomic commentary from Van Hoisington and Lacy Hunt — one of the most rigorous long-form analyses of interest rates, debt, and economic cycles available for free.
Berkshire Hathaway Letters to Shareholders
Warren Buffett's annual letters dating back to 1977 — the most complete and accessible articulation of business ownership investing ever written.
MLP Guy
Weekly paid insights on the midstream energy sector.