Finance Research

I’ve compiled several great financial research resources. The list is in no way fixed. I shall update the contents of this post upon remembering/hearing/seeing more quality content. You could contribute to this list by emailing me at jfan@fisaonline.ca with the link and a small description.

Jed Fan

News

Quality News Sources:

• Bloomberg View
• FinancialJuice
• Twitter Finance List by Quantian
• WSJ

Daily Morning News Digest:

Seeking Alpha Wall Street Breakfast

Wall Street Breakfast is the holy grail of news summaries for overnight news for mostly students and retail traders

Analysis

Economic Analysis:

• CIBCWM (Canada)
• Zerohedge (VERY VERY selectively due to extreme-perma-bear biases)

Equity Research:

• Value Investor Club
• Harvest
• Seeking Alpha (sometimes)

Pitch Book Examples:

• Credit Suisse

Trading

Trading:

• TradingView
• StockTwits

Calendars:

• FX Street Econ Calendar
• Bloomberg Earnings Calendar

Brokerage Firm Registration (Canada):

We’re very blessed here in Canada since Canada does not have Pattern Day Trader (PDT) rule. Look it up!

• Questrade
• Interactive Brokers

Learning

• Coursera
• Wall Street Prep
• Break Into Wall Street
• Investopedia
• Macabacus
• Options

Hedge Fund Publications

• Ray Dalio’s Principles
• Howard Mark’s Memos