luckygiftvn

I have to disagree with reading fund manager analyses--often times they are simply talking their books and two capable managers will give you conflicting signals. Particularly if they are mutual fund managers, they are subjected to the short term whims of investors and therefore will position data to support their portfolio. They are so afraid of SEC violations that they will sugar coat and condition nearly everything they say in public pronouncements.

There are a few traditional managers that have built up enough political capital to be able to speak their minds, I would put PIMCO, GMO, and Oaktree in this group. There are others as well.

Otherwise, stick to reading hedge funds letters to investors as they are more willing to speak their minds and be honest about their views and performance. Market Folly is the best resource for this. You should be able to find enough letters here to occupy 10-20 hours a month which is more than enough time to devote to this endeavor.