Investment Research


Dark Liquidity: Operates a free website primarily with a interest in quantitative trading strategies. The site tracks the stock/ETF holdings and performance of various trading strategies and several other mainly free trading strategy websites. The site focuses on market timing with many strategies either attempting to switch to different asset classes or move to cash on market downturns.

Buy Don't Hold: This book (published in 2010) and website provide a non-emotional, time-tested approach to investing that provides a common sense method to accomplish that goal using a combination of three components:  BDH Dashboard indicators, a list of selected ETFs, and relative strength analysis.

FinViz: offers the fastest and the most advanced stock screener available online, interactive markets maps, innovative market analysis and institutional services.

Peter Brandt: The blog of the author of "Diary of a Professional Commodity Trader" highly recommended.

StockFetcher: Great site to back-test ideas. They also provide an online pattern scanner for around $9 a month.

Swing Trading Guide: Swing Trading Guide - learn swing trading including setups and online examples. is a great resource for various strategies and screens. Scott posts the most popular strategies and stock screens on the site.  Commentary on investment strategies and free hypothetical portfolios tracked in real-time using Google Documents.  

The Pattern Site: Thomas Bulkowski’s  site is a great resource for all types of chart patterns. He also provides a stock scanning software called ChartPatternz.

Closed End and Electronically Traded Funds (CEF /ETF)

BlackRock: Closed End, Mutual, Money Market Funds.

Closed End Fund Association (CEFA): Unlike ETF Connect CEFA allows investors to view closed end funds by classification.

DWS: Large selection of Closed End Funds

CEF Connect: Nuveen Investments web site for searching for ETFs and Closed End Funds.

ETF Database: ETF Database is committed to giving our audience, consisting of both active traders and buy-and-hold investors, information that, to our knowledge, is truthful and non-biased.

Global X Funds: Specialized International ETFs including China Sector ETFs.

NASDAQ ETF List: Designed to track specific market indexes, exchange-traded funds (ETFs) combine the broad diversification of a mutual fund with the trading flexibility of a stock. Visit our alphabetized ETF page for a full list of exchange-traded funds

Guggenheim Investments: Has a long, distinguished history of serving institutional investors, ultra-high-net-worth individuals, family offices and financial intermediaries. We offer clients a wide range of differentiated capabilities built on a proven commitment to investment excellence

Index IQ: Hedge Fund ETFs

iShares: Large selection of highly traded ETFs.

Power Shares: Power Shares has one of the most complete list of ETFs from sectors, commodities, and the famous QQQQs.

ProShares: Take advantage of making money when the market is going down by trading Short ETFs. 

SPDR ETFs: State Street Global Advisors, like PowerShares, has ETFs that covery every sector.

Vanguard ETFs: Large selection of highly traded ETFs.

Futures ETNs/ETFs

Fidelity Investment ETF Research: Listed as the first link in this section because of the varied types of tools provided. You can build model portfolios with various allocaitons and more. Some items you need to have a Fidelity account.

ALPS Portfolio Solutions: ALPS entered the ETF market as one of the first service providers in 1995 and has since established itself as a leader in the space, ranking as the 4th largest distributor of ETFs in the U.S.  You may know the company better by such ETFs like USO and UNG and many others.

Elements ETNs: Futures based ETNs for grain, energy, and other commodities. Some are based on Jim Rogers indexes and others on MLCX indexes.

GreenHaven: Continuous Commodity Index ETF (17 Equal Weighted Commodities)

iPath: iPath has the most complete list of commodity ETNs that covers cotton, grain, oil, and much more. In addition iPath offers various strategies such as buy-write ETNs (Buy stock, write a call option).

VanEck: ETFs focused on hard assets but instead of futures contracts, stocks make up these ETFs.

PowerShares ETNs: Electronic Traded Notes that cover Agriculture, Currency, Oil, and Gold.

UBS E-TRACES: UBS Exchange Traded Access Securities (UBS E-TRACS) belong to an innovative class of investment products offering easy access to markets and strategies that may not be readily available to individual investors

United States Commodity Funds (USCF): ETFs for Oil, Natural Gas, Gasoline, and Heating Oil.

WisdomTree: Active and passive investments are not mutually exclusive, so WisdomTree developed products designed to offer elements of each.

Commodity Research Sites

Commodity Futures Contract Specifications: Futures Contract Specifications

CBOE: Chicago Board of Options Exchange.

COT Data: Cot Data for AMI Broker and other platforms

Kansis City Board of Trade: Trade the Value Line Arithmetic Index futures.

Energy Information Administration (EIA): Get the outlook on the energy sector (oil, gasoline, natural gas, and other energy related commodities).

U.S. Department of Agriculture (USDA): Get the outlook on commodities (cotton, livestock, and more). 

TFC Commodity Charts: Free source for futures and commodity prices / quotes and charts, and other market information, including futures and commodity news.

USA Futures: Free site with links to other helpful resources. 

Stocks & Options Research

Barrons 400 Index: Based on picks from MarketGrader Barron's 400 (full list here) out performed all the major indexes (back-test results).

CXO Advisory Group: Check out GURU grades and learn the facts regarding the accuracy of experts like Jim Cramer, Bob Doll, Marc Faber, Ken Fisher and others. CXO also projects stock market direction based on two value models: Return To Value (RTV) Model and the Real Earnings Yield Model (REY).

CBOE - Option Strategies & More: Immerse yourself in scenario-based market situations and apply the options and stock trading strategies used by options investors. Whether you are a novice or experienced trader, the interactive worksheets and discussion pieces may help improve the performance of your portfolio.

Crash Course: Chris Martenson explains in detail the monetary system in the United States, the impact of moving away from the Gold Standard and shows how this was a formula for inflation. Chris goes on to discuss Peak Oil and the impact on our financial future. This is a "must see" video series.

Dividend Investor: This is a fee based site. The site does offer valuable free information such as Ex-Dividend dates for stocks.

Economic Calendar (Bloomberg): Calendar of economic releases, and Fed Speak.

ERN: The Economics Research Network (ERN) contains white papers from many authors on various topics from market timing to various investment methodologies.

The Money Tree: The purpose of  The Money Tree is to communicate to other interested parties the results of one man’s efforts to consistently generate profits by selling covered calls and naked puts on publicly traded stocks and exchange traded funds (ETFs).

MSN StockScouter: Looking for stock ratings? Don't bother paying for MarketGrader or other services. StockScouter by MSN is free and driven by the research from Gradient Analytics.

NASDAQ - Short Interest: Short interest numbers of stocks.

Wels Capital Mangement: James Paulsen chief investment strategist of Wells Capital Management is a multi-boutique asset management firm.

Stock Data Downloads

EOD Data: Free stock market data download files for stocks and indexes.

EQUIS: Free stock symbol download files.

Economic Web Sites

Bureau of Labor Statistics (BLS): The BLS site contains employment, wage, and CPI information. Download link for Wages and Employment Data.

First Trust Advisor's - Brian Wesbury: Brian Wesbury provides market insight with his 101 Video Series. First Trust has a great selection of ETFs, but most trade on low volume. Brian Wesbury of First Trust called the market bottom of March 2009 but was also very, very bullish in December 2007 seeing "sunny skies ahead."

Paul Krugman: (NYT Blog) Professor of economics and international affairs at Princeton University, Centenary Professor at the London School of Economics, and, op-ed columnist for The New York Times. The Washington Monthly called him "the most important political columnist in America."

The New York Times - Business: As a long time reader of Bloomberg online I have found myself turning more often to The New York Times.  The financial content in the NYT is about the best you can get. The NYT from a web site layout, content, and performance beats (in our view) the WSJ.   

St. Louis Fed: This is a store house of free economic research from the U.S. Government.  One example of the insight you can gain from this site was when Free Reserves dropped -30 Billion in Mid 2008, now that chart as reversed course rocketing upward showing the attempt to make the financial markets more liquid. Click Here for the Free Reserves Chart.  Recommendation: Go to the site and click "Email Notifications" in the upper right corner. Sign up for the Monthly Monetary Trends and National Economic Trends publications. These two publications can provide insights early in the stock market boom and bust cycles.