BlackRock

Best Blogs of the Week

This week’s list begins with a topic on everyone’s mind: the national debt.  Additionally, we found two interesting blog posts that comment on the S&P (very differently).

  1. Wells Fargo – This post covers the concept of sustainability – who much debt can the US manage?
  2. BlackRock – The author makes a compelling case to consider Mega Caps (larges 100 of the S&P) and why they may be set for higher returns than the broader index.
  3. Virtus – Unlike the prior case, this post uses technical data to show how “directionless” the S&P is this month.

 

Best Blogs of the Week

Last week had a tremendous amount of blog activity.  Wells Fargo had 10 blog posts alone.  This week’s best blogs cover a wide range of topics, from investor sentiment to QE2.

  1. Wells Fargo Advantage Funds – This post describes the ending of the 2nd quantitative easing program.  James Kochan presents a case that nobody really knows if QE2 was successful and how this program impacted markets around the world.
  2. Russell – This post presents an excellent review of bullish versus bearish outlooks from the many money managers Russell works with.  Not only that, but Russell goes on file to declare QE2 a success and lists some reasons why.
  3. BlackRock – I’m a fan of case studies and Noel Archard presents a pretty straight-forward one on ETFs & short squeezes.  A short squeeze is something brought up now and then and he does a good job showing how short squeezes are unlikely to happen in an ETF.

Best Blogs of The Week

This week’s best blogs includes a newcomer,  US Funds, and two list regulars.

  1. US Funds – This post explains the relationship between gold bullion and gold equities.  Though a bit long-winded, the write shares some valuable information and intuitive relationships between bullion and firms.
  2. BlackRock – I like posts that take a high-frequency news item and relate the issue to investors.  I can imagine many FAs valuing this post because it relates current economic and political uncertainty to investments.
  3. Vanguard – The post itself – get college graduates to save immediately – isn’t that interesting.  The video linked from it is interesting.  For advisors with clients with children in college, this video is a 90 second refresher on typical students’ perspectives.  That can be helpful in discussing investing with those clients and how-to speak to their children about the topic.

Best of Blogs

This week has two blog posts and an excellent tweet.  Both blog posts use research (one in-house, the other from AARP) to present a single topic effectively.

  1. Russell – The company continues to use visuals in manners way ahead of other managers.  With good tagging and organization, they will soon have an arsenal of visuals to supplement and support many different discussions with different target audiences.  In this post, Russell shares topics most discussed by financial professionals during Q2.
  2. Vanguard – This post explains how most 401(k) participants pay attention only to explicit fees and how the DOL is changing regulations to help participants better understand costs.
  3. BlackRock – New to twitter (outside of iShares), the tweet below resonates with many financial advisors.  In our discussions with FAs, many talk about QE2 and how they describe the topic to clients.

Tweet on QE2