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07/01/2011

Blogs for the Buyside: Calculatedriskblog.com


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Blogs for the BuysideDid you ever want a website that combines an economist’s long-term perspective with a journalist’s ability to find the right headline and publish immediately?

That’s what I feel I get when I visit Bill McBride’s Calculatedriskblog.com. I go there every morning to see his analysis on the latest economic data. His graphs are simple but illuminating, his analysis firm but measured, and the readers offer sharp and constructive comments of McBride’s work.

He excels at analyzing the various data sets surrounding the US housing market and its relationship with the overall US Gross Domestic Product. He has a keen understanding of how in this consumer-driven economy housing starts and remodeling are the key building blocks that increase consumer confidence that ultimately result in increased GDP. Dry singular data sets like new home sales, delinquency ratios, and home ownership rates are given context under McBride’s stewardship.

One thing I would wish for would be a way to prioritize or rank comments. There are so many good ones but there is also a lot of lufte. The average post gets several hundred comments. There needs to be a way to ignore all of the meaningless ones so the enlightening ones can be showcased. 

–Aram Fuchs, General Partner, Fertilemind Capital is captivated by the ability of blogs to change buyside research. That is why he is constantly searching for great resources and he agreed to write this post for the NYSSA. He is also putting his money where his mouth is—he founded a website called http://www.capitalistcollective.com. He is hiring two analysts from the best stock pickers on the site and he is hosting a conference called The Capitalist Collective Stock Picking Festival, which is sponsored by the NYSSA and it will be hosted at our offices on September 9, 2011. He invites all NYSSA members to post their favorite research there. Not only will they get constructive feedback but the 200 best posts will be invited to the Festival.

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