http://market-ticker.denninger.net/
Karl Denninger, aka Kenninger. made his $$ with a software start-up, then started playing the markets (all of them). does a great job explaining the inter-relations between the currency markets, the bond markets, the equity markets, the commodity markets, etc.
would make a great Attorney General, Treasury Secretary, of Fed Chairman. if Clinton appointed him to any of those positions, he'd need 100 body-guards because 100,000 bankers would be undergoing civil & criminal prosecution for financial fraud.
Jim Puplava et al @
http://www.financialsense.com/fsn/main.html
4 hour audio webcast every weekend. does a decent job "wrapping up the markets", and sometimes has very incredible panel discussions. e.g. this recent one, about woman named Brookesley Born, who was chair of the Commodities Futures Trading Commission during the Clinton Administration. she was extremely concerned about credit derivatives & set out to regulate & investigate. until she ran headlong into the proverbial "3 Jewish bankers" - Greenspan, Summers, Rubin. Greenspan told her not to concern herself with fraud - that "the markets would take care of it". everything that she predicted about credit derivative risks came to pass. she was prevented from doing her job by Greenspan et al and she resigned.
http://www.netcastdaily.com/broadcast/fsn2009-1024-3a.mp3
John Mauldin
http://www.investorsinsight.com
if you want to get his email, you have to sign up. he has 1 million+ subscribers. his background is, he "manages money for rich people" and is one of them. he did a very good job of explaining credit derivatives & how they fit into the larger economy. he is very 'mainstream' (voted #2 financial journalist after Jim Cramer, i don't listen to Cramer).
in columns on the stock market & equity valuations, Mauldin uses traditional equity valuation techniques (stock price is the present value of the future earnings stream, the traditional definition taught in econ. & bus. schools in the '80's & '90's) - and makes an overwhelming case that stock prices are about 100% too high, based on any realistic evaluation of earnings.
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