Bid/Ask is an institutional-style research newsletter for wealth advisers, offering data-driven critiques of conventional asset allocation and ETF practices. It challenges orthodoxies such as the 60/40 portfolio, index inclusion rules, and dividend-based investing, with interviews and analysis.
Website: https://www.bidaskresearch.com
A cross-asset macro newsletter that recaps the week in markets and publishes thematic deep dives, such as on Brazil's election and fiscal outlook. It turns data on inflation, yields, currencies and earnings into positioning and asset allocation views.
A monthly digest of the consensus tactical asset allocation views of about 70 asset managers across 25 asset classes, drawn from the Asset Allocation Awards finalists. It also includes house-view breakdowns and interviews with multi-asset strategists, helping allocators see whether they are aligned with or diverging from the field.
A Chinese-language personal finance series on early retirement (FIRE), building a portfolio, and allocating assets overseas. It walks through how much savings are needed, which cross-border channels are available after the recent brokerage crackdown, and why defaulting to 100% domestic assets is a risky choice.
Systematic macro research newsletter sharing position updates from a Macro Cycle Program and mechanical analysis of monetary policy and fixed income drivers. Readers get model-based allocation views and reasoning about rates and the Fed's likely path.
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