“Knowledge speaks, but wisdom listens.” ― Jimi Hendrix
It’s been awhile so we are doing another edition of Blogger Wisdom this week on Abnormal Returns. As we have done in previous years we have asked an esteemed group of finance bloggers a series of (hopefully) provocative questions. Blogger answers are unedited and the author’s name, blog name and Twitter handles follow. We hope you enjoy these posts as much as we do putting them together. You can read yesterday’s blogger wisdom question about future IPOs.
Question: What blogger (let’s throw in podcasters as well) is now criminally underfollowed? Need not be finance/investment related. (Answers in no particular order.)
Craig Pirrong of Streetwise Professor, Yra Harris and Russ Roberts of EconTalk
Danny Merkel is one of my favorite follows in the trading realm of blogging and social media. He is an and up coming trading talent whose discipline and skill is inspiring; it puts me in the “learner” seat. You can get a feel for his systematic trend-trading approach in this recent interview.
I’d also like to acknowledge an under-the-radar European writer, Julian Komar, who has recently devoted his website and social media presence to sharing trading insights and lessons from top traders in English. Not an easy thing to do when German is your native language. Keep up the fine work!
A lot more people should be reading Lawrence Hamtil: @lhamtil. His posts are well-researched and tightly argued. He’s also really damn funny in the driest possible sense.
Okay, maybe not criminally underfollowed, but no one should ignore John Cochrane’s Grumpy Economist. As much as I champion the behavioral story more often than the efficient (and the investing windows that may be opened by decision-making biases) I’m also a fan of truth. There is a lot of truth in what John writes (with atypical clarity, I might add). His piece debunking the myth that buybacks are bad was one of my favorite this past year (https://johnhcochrane.blogspot.co.uk/2017/12/the-buyback-fallacy.html).
In terms of guys that truly are underfollowed, and well worth the effort, I’d definitely suggest Nick Maggiulli (https://ofdollarsanddata.com/), Lawrence Hamtil (http://www.fortunefinancialadvisors.com/blog), Dan Rasmussen (https://twitter.com/verdadcap) and Slow Dad (http://somethingsdontchange.com/).
I enjoy golf and one of the best golf books (I think) is Every Shot Counts by Mark Broadie. Mark posts lots of interesting stuff on Twitter, so if you like golf follow @MarkBroadie.
Chris Meredith @ OSAM. Twitter @ChrisMeredith23. Less than a 1,000 followers??? Come on people.
If limited to one choice for under-followed, it would have to be Andrew Miller, who consistently generates useful and original material.
It’s hard to pick one out, but I’m a big fan of Morgan Housel, Ben Carlson and Nick Maggiulli. My UK favourites are Carolyn Gowen (aka The Financial Bodyguard) and Monevator.
A battle of underfollowed quants… I’ve been really impressed with Ehren Stanhope’s blog factorinvestor.com (@factorinvest on Twitter) and a big fan of Jack Vogel at alphaarchitect.com (@jvogs02 on Twitter).
Three of the nicest guys, that I’ve had the chance to meet in person, from FinTwit are Lawrence Hamtil (@lhamtil), Justin Castelli (@jus10castelli), and Ben Johnson (@MStarETFUS). These guys are severely underfollowed in relation to the quality of work they put out. I’ve learned a ton from all three and think they are excellent follows.
Nick Maggiulli is the best new blogger in years.
I’m a big fan of the Novel Investor, which is an anonymous blogger that publishes twice a week. The blog focuses on learning about investing through the writings and experiences of others. Plenty of links to useful resources along the way, too.
On the Twitter front, @ROIChristie deserves several thousand more followers. Christie frequently comments on charts from an institutional investor’s perspective, publishes the occasional tweet storm, and adds a healthy dose of clever banter to the FinTwit community.
You need to read Michael Pettis. His insights on China are considerable. There is a big credit mess that is likely to happen, and GRP growth rates in China are likely to fall. China will not be destroyed by this, most likely, but the rest of the world will face a degree of deflation.
Polina Marinova @polina_marinova might has 12k followers, but it should be more. I love her weekly email highlighting a few articles that I never would have found on my own.
Josh Brown. He’s going to be huge one day. Also, Nick Maggiuli, @dollarsanddata, Lawrence Hamtil @lhamtil, and Jake @econompic are criminally underfollowed.
Recently tweeted about this, but David Perell (@david_perell) is someone to keep your eye on. He has a a great podcast, he blogs, vlogs, and Tweetstorms often, yet he is only 23 years old! Imagine him 5 years for now. The kid doesn’t quit. It’s incredible!
Do you endorse critical thinking? If so, you will enjoy the blog by Dr. M. Neil Browne, who wrote the book on this subject:
Asking the Right Questions (11th Edition)
His blog, https://www.celebratequestions.com/blog/ is an excellent periodic refresher with stimulating topics.
It is a crime that I have more Twitter followers than Jeff Ptak (@syouth1) from Morningstar. Jeff is one of the most thoughtful and intelligent people I have encountered on “Finance Twitter” and is an indispensable wealth of knowledge for all things mutual funds. And he’s a great guy to boot.
On the podcast side, I think Ted Seides is doing a wonderful job with his Capital Allocators podcast. Despite not knowing beforehand who some of his guests are, I always come away feeling like I’ve learned something and having been glad I listened. I don’t know what his listener numbers are, but whatever they are they should be at least double!
Thanks to everyone for their time and effort. Stay tuned for our wrap-up for the Blogger Wisdom series tomorrow.