Wells Fargo

Best Blogs of the Week

This week’s blogs include continued thought on QE2 along with two posts touching on inflation.

  1. Wells Fargo Advantage Funds – Adam makes an excellent case for the value in signaling the end of QE2 long in advance.
  2. US Funds – In our continuing work with advisors, more are bringing up commodities and global markets than they were three years ago.  This post ties three important investing topics together: iron, inflation, and India.
  3. American Century – This post shares possible causes to the lower-than-expected US inflation rate.  (stylistic note: I love industry blog posts organized like this; good topic, clear position, supporting points sprinkled with graphics.)

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

A newcomer, Wells Fargo, breaks into the best blogs, with two posts.

  1. Wells Fargo – A quick refresh on the difference between broad-based inflation and CPI-based inflation, along with ideas related to inflation.
  2. American Century – Scott Whitman summarizes his investment philosophy (towards the end).
  3. Wells Fargo – Peter Nulty often provides a weekly update,this week’s starts with a great subject – Your house wants to know what’s for dinner – and a quick-format.