Lighthouse Investment Management

A. Gary Shilling’s Insight ($$)

Absolute Return Letter (Niels Jensen)

Aden Forecast (Aden Sisters)

Albert Edwards (SoGen)

AGI Allianz Global Investors Strategic Outlook

Ambrose Evans-Pritchard (The Telegraph)

AQR Capital Management

Artemis Capital Management

Atlantic Capital Management

Balestra Capital (non-public)

Barry Ritholtz (“The Big Picture”)

Baupost Group (Seth Klarman, non-public)

BCA Bank Credit Analyst

Beacon Economics

Beijing Axis – The China Analyst

Benn Steil

Berenberg Macro News

Boeckh Investment Letter

Bridgewater Associates

Cambria Investments (Meb Faber)

Capital Economics

Casey Research

Chris Whalen

Contrarian Edge (Vitaliy Katsenelson)

Coxe Advisors

Credit Strategist

Crestmont Research

David Rosenberg, Gluskin Sheff (non-public)

Double Line (Jeff Gundlach)

Druckenmiller, Stan

Eclectica (Hugh Hendry)

ECRI (Lakshman Achuthan)

FOFOA (“Friend of Friend of Another”)

GaveKal (Charles Gave & Anatole Kaletsky, $$)

Grant’s Interest Rate Observer (Jim Grant, $$)

Hayman Capital, Kyle Bass (unofficial blog)

Jean-Marie Eveillard (First Eagle)

Jens Erhard (DJE Kapital)

Jeremy Grantham (GMO)

Jim Rickards

John Mauldin (“Thoughts from the Frontline”)

Victor the Cleaner (pseudonym)