Where Independent Research Meets Allocator Capital

Thematic Equity & Global Macro, Cross-Asset

Niche · Thematic equity megatrends & cross-asset macro

Thematic equity research and global macro trading built on the premise that narratives drive markets. Publishes multi-year megatrend primers, long/short equity baskets and the weekly Citrindex core model portfolio.

Energy, Finance & Geopolitics

Niche · Energy, hard assets & geopolitics

The most widely read finance newsletter on Substack, applying a lateral, systems-engineering approach to energy, hard assets and geopolitics. Standard tier plus a Doomberg Pro tier with monthly Doom Zoom presentations.

Financial Sector Insights from a Former Hedge Fund Manager

Niche · Banks, fintech & the financial sector

Weekly insight and analysis from the world of finance, focused on banks, fintech and the plumbing of the financial system. Written by former Landsdown partner Marc Rubinstein and read by over 100,000 professionals.

Independent Rate & Credit Analysis

Niche · Interest-rate cycles & credit

James Grant's long-running independent biweekly on interest rates, credit cycles and monetary history, prized by institutional allocators for contrarian rigour.

Inflections in Finance & Technology

Niche · Technology & financial infrastructure

Newsletter tracking the companies and trends that will matter over the next five years, spanning big tech, tiny tech, financialization and macro. Founded by Byrne Hobart.

Global Monetary Mechanics & Funding Markets

Niche · Monetary dynamics & repo plumbing

Deep-dive analysis of global monetary mechanics, repo markets, central bank operations and the hidden plumbing of the financial system. Publishes free deep dives alongside the paid Conks Pro tier.

Macro Insights, Liquidity & Portfolio Strategy

Niche · Global liquidity, bonds & asset allocation

Alf Peccatiello's macro platform bridging institutional liquidity analysis and actionable portfolio strategy, with educational deep dives on monetary mechanics and bonds.

Independent Global Investment Strategy

Niche · Global asset allocation

One of the oldest independent macro research houses, delivering global asset-allocation strategy, scenario analysis and dedicated regional strategy desks to institutions.

Analysis of the Business & Strategy of Technology

Niche · Technology platforms & strategy

Ben Thompson's analysis of technology platforms, aggregation theory and corporate strategy, plus a family of subscriber podcasts. A canonical reference for software and platform economics.

Restructuring, Credit & Distressed Debt

Niche · Restructuring & liability management

Institution-grade writeups on restructuring transactions, liability-management exercises and private credit, including weekly transaction analyses, monthly deep dives and a training library.

Semiconductors, AI Compute & Supply Chain Research

Niche · Semiconductors & AI compute supply chain

Deep technical and financial research on the semiconductor industry, AI accelerators, HBM and the datacenter supply chain, with institutional data products layered on top.

Global Macro & China (Dragonomics)

Niche · Global macro & China economics

Tiered institutional macro research covering global markets plus Gavekal Dragonomics, the reference China economics and policy service for allocators.

Restructuring, Covenants & Credit Intelligence

Niche · Restructuring, covenants & credit data

Enterprise credit-intelligence platform (rebranded from Reorg) providing restructuring reporting, covenant analysis, predictive bankruptcy risk scoring and searchable credit documents.

Global Macro & Balance-of-Payments Analysis

Niche · Trade imbalances & national accounts

Matthew Klein's rigorous parsing of national accounts, trade imbalances and fiscal policy, connecting balance-of-payments mechanics to market outcomes.

Global Macro & Emerging Markets Strategy

Niche · Global macro & EM strategy

Institutional macro research spanning global strategy, emerging markets and thematic policy analysis, part of GlobalData, sold by seat and module.

China Policy & Market Intelligence

Niche · China policy, politics & markets

Bill Bishop's China intelligence newsletter, the first paid publication on Substack, covering policy, politics and market implications for professionals.

Federal Reserve Plumbing & Money Markets

Niche · Fed operations & money markets

Joseph Wang's analysis of Fed operations, the money markets, reserves and the mechanics of dollar liquidity, drawn from a former Fed trader's perspective.

Leveraged Credit & Distressed News

Niche · Leveraged credit & distressed

Journalist-led leveraged credit intelligence covering primary issuance, distressed situations, bankruptcy dockets and loan/bond pricing for credit professionals.

Daily FX & Global Macro Trades

Niche · Daily FX & macro trade ideas

Brent Donnelly's daily FX and macro report with directional views, actionable trade ideas and explicit risk parameters, plus the Spectra Markets library.

Equity Research & Live Model Portfolio

Niche · Quality compounders & live model portfolio

Independent equity research publishing roughly two reports per week across initiating coverage, stock ideas and thematic research, with live tracking of the Aurelion Index model portfolio and real-time trades.

Macro Regime & Asset Allocation

Niche · Macro regime, rates & FX allocation

Andreas Steno Larsen's macro research platform covering regime shifts, rates, FX and cross-asset allocation, with data dashboards and watch-series tiers.

Event-Driven & Special Situations

Niche · Event-driven & special situations

Harris Kupperman's weekly event-driven monitor with actionable special situations, raw data across 30+ monitors and a Pro tier with KEDM Lite included.

AI-Driven Credit & Covenant Intelligence

Niche · Credit data & covenant analysis

Modern credit-intelligence challenger aggregating financials, covenants and restructuring trackers with AI document interrogation and API access.

Macro Regime & Cross-Asset Trade Setups

Niche · macro regime & cross-asset trade setups

Macro and multi-asset research from a London-based portfolio manager, combining regime analysis with explicit trade setups scored across technicals, positioning and fundamentals, plus a private community for live updates.

Macro, Event-Driven & Cross-Asset Trading

Niche · Event-driven & cross-asset special situations

Independent macro and event-driven research spanning equities, commodities, bonds and FX. Publishes Eliant's Exploits with special-situation trade ideas and cross-asset positioning for professional traders.

Quality Compounders & Portfolio Tracking

Niche · Quality compounding equities

Long-term equity research on high-quality compounding businesses, with systematic portfolio tracking and transparent position reviews aimed at patient individual investors.

Institutional-Grade Deep-Dive Equity Research

Niche · Large-cap compounders & software deep dives

Long-form fundamental deep dives with full financial models on large-cap compounders, consumer platforms and software businesses, written by Abdullah Al-Rezwan.

Global Macro Risk Management

Niche · Global macro risk & positioning

Darius Dale's macro risk-management framework, translating global liquidity and positioning data into portfolio-level risk signals and tactical allocation.

Covenant Analysis & Documentation

Niche · Loan covenants & documentation

Specialist covenant analysis and loan-documentation intelligence for leveraged-finance investors, sold to institutions.

Oil & Gas Data Research

Niche · Oil, gas & OPEC+ balances

Rory Johnston's data-centric commodity research, with detailed oil and gas balances, OPEC+ analysis, weekly wrap-ups and chart decks for professional energy investors.

Allocator Interviews & Operations

Niche · Institutional allocator playbook

Ted Seides's podcast and membership platform on the craft of institutional allocation, with premium tiers for individuals and corporates.

China Balance Sheet & Trade

Niche · China balance sheet & trade

Michael Pettis's analysis of China's balance sheet, trade imbalances and growth model, hosted by the Carnegie Endowment. Free.

Macro, Bitcoin & Monetary Analysis

Niche · macro, bitcoin & monetary analysis

Widely followed independent macro research on monetary systems, fiscal dominance and bitcoin's role.

Special Situations & Modern Value Investing

Niche · Spinoffs, mergers & special situations

Andrew Walker's coverage of spinoffs, mergers, asset-backed situations and quirky value cases, combining event-driven framing with fundamental analysis.

Macro Risk & Credit Contagion

Niche · Macro risk & credit contagion

Larry McDonald's institutional macro-risk service focused on credit contagion, liquidity and cross-asset stress, with tiered memberships sold by inquiry.

Factor Investing & Quant Research

Niche · Factor & systematic investing

Quantitative factor-investing research translating academic asset-pricing evidence into practical portfolio implementation for advisors and institutions. Free.

AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags

Niche · AI/semis red flags & the Mag-7 bear case

Attorney-led due diligence and red-flag research on AI, semiconductors, the Magnificent Seven and China technology. A deliberately bearish counterweight that forces the bull case to defend itself.

Deep Tech, Media & Business Journalism

Niche · Technology, media & venture capital

Subscription technology and business journalism with original reporting on the largest private and public technology companies, a staple of institutional tech investors.

Macro Trading & Quantamental Research

Niche · Tactical macro & systematic trading

Tactical macro and quantamental research for active traders, blending macro regime analysis with systematic execution frameworks and a private community.

Leveraged Finance News & Data

Niche · Leveraged finance & loan markets

News and data on leveraged loans, high yield and private credit, covering new issues, amendments and market technicals for credit desks.

Global Capital Flows, Rates & FX Plumbing

Niche · global capital flows, rates & FX

Maps the movement of global capital across interest rates, FX and risk assets from first principles (growth, inflation, liquidity, credit), with daily livestreams and a macro watchlist.

Crypto, DeFi & Digital-Asset Media

Niche · crypto, defi & digital-asset media

Flagship independent crypto media and newsletter covering Ethereum, DeFi, market structure and the institutional adoption of digital assets.

On-Chain Analytics & Market Structure

Niche · on-chain analytics & market structure

Weekly on-chain research from the Glassnode data platform, covering supply dynamics, holder cohorts and cycle metrics.

Visual Macro & S&P 500 Sentiment

Niche · visual macro & sentiment charts

Hand-picked weekly chart deck covering valuations, sentiment, positioning and monetary trends across global asset classes.

Global Liquidity & Capital Flows

Niche · global liquidity & capital flows

Research on global liquidity, cross-border capital flows and their lead relationship with asset markets.

Short-Seller & Investigative Equity Research

Niche · Short ideas & forensic investigations

Edwin Dorsey's investigative short research, surfacing accounting red flags, promotional companies and governance failures before they become consensus.

Market Flows, Positioning & Volatility

Niche · Flows, positioning & volatility

A free, fast-moving read on dealer positioning, flows, volatility and cross-asset sentiment, widely followed by sell-side and buy-side traders.

Options Flow, Dark Pools & Congress Trades

Niche · Options flow, dark pools & congress trades

Real-time options flow, dark-pool prints, gamma exposure and congressional trading data for active equities traders, with a free delayed tier.

Natural Resources & Energy Transition

Niche · Natural resources & power

Leigh Goehring and Adam Rozencwajg's natural-resource research on energy, power, metals and the physical constraints of the energy transition. Free blog plus fund management.

Cross-Asset Macro & Thematic Allocation

Niche · cross-asset macro & thematic allocation

Independent cross-asset research covering global macro, thematic investing and asset allocation, plus APFX for institutional rates and FX positioning.

Business-Cycle & Liquidity Macro Research

Niche · business-cycle & liquidity macro

Macro research firm focused on business cycles, the interplay between the real and financial economy, growth, inflation and liquidity, plus the Prometheus Podcast.

Macro, Central Banking & Liquidity Interviews

Niche · macro, central banking & liquidity

Jack Farley's independent macro media network, interviewing central-bank, liquidity and macro specialists, with commentary and research notes on Substack.

Policy-Driven Macro & Liquidity Frameworks

Niche · policy-driven macro & liquidity

Macro strategist's research on policy-driven positioning, global liquidity, central-bank reaction functions and fiscal impulses, with a tracked trade blotter and framework dashboard.

Institutional Bitcoin On-Chain Research

Niche · institutional bitcoin on-chain research

James Check's on-chain research on miner behaviour, accumulation and cycle health, written for institutional bitcoin allocators.

Crypto Fundamental Research

Niche · crypto fundamental research

Institutional crypto intelligence platform combining asset profiles, governance tracking and thesis-driven research.

Disruptive Innovation Research

Niche · disruptive innovation research

Cathie Wood's research on disruptive innovation, publishing the flagship Big Ideas and thematic model portfolios.

Global Liquidity, Macro & Cross-Asset Positioning

Niche · Global liquidity & cross-asset macro

Macro and geopolitical research from Andreas Steno Larsen, formerly Global Chief Strategist at Nordea, built around proprietary liquidity gauges and cross-asset positioning. The research operation now publishes predominantly through Steno Research alongside the original Substack.

Asian & Emerging Market Equity Research

Niche · Asian & emerging-market equities

Bottom-up equity research on listed companies across Asia and emerging markets, with a focus on governance, capital allocation and under-covered mid caps.

Weekly Macro Trades & Liquidity

Niche · Weekly macro trades & positioning

Weekly cross-asset macro trade ideas and liquidity commentary produced with the Macro Compass team, aimed at traders who want positioning rather than pure education.

Data-Driven US Macro Analysis

Niche · US macro, inflation & labour data

Joseph Politano's data-heavy analysis of US inflation, labour markets, industrial policy and the real economy, widely cited by professional macro readers.

Global Bond Market Commentary

Niche · Government & corporate bond markets

M&G's long-running fixed-income blog, offering fund-manager commentary on government and corporate bond markets, rates and credit cycles. Free.

FX Strategy & Hedging Advisory

Niche · FX strategy & hedging advisory

Marc Chandler's institutional FX advisory and strategy desk, providing currency research, hedging and risk-management services to corporates and asset managers.

Behavioral Finance & Wealth

Niche · Behavioral finance & wealth

Ben Carlson's widely read writing on behavioral finance, markets, wealth management and sensible long-term investing. Free.

Daily Macro Chart Pack

Niche · Daily macro charts

Daily chart-driven macro brief curating the most important economic and market data for professional readers, with premium tiers.

Hedge-Fund Stock Pitch Aggregator

Niche · hedge-fund stock pitch aggregator

Aggregator of professional hedge-fund and independent-investor stock pitches with performance tracking; the free tier embargoes the newest ideas while premium unlocks them immediately.

Macro & Thematic Equities Desk Notes

Niche · macro & thematic equities

Hedge-fund trader's desk view on macro trends, fiscal flows and thematic equities, translating market narratives into positioning.

Data-Driven Macro, Equities & Bitcoin

Niche · data-driven macro, equities & bitcoin

Data-driven technical and macro analysis across US equities, the dollar, rates and Bitcoin, with a strong emphasis on charts, breadth and market internals.

Crypto Market-Data Intelligence

Niche · crypto market-data intelligence

On-chain and exchange-flow analytics platform publishing market intelligence for traders and institutions.

Digital Assets & Macro Research

Niche · digital assets & macro research

Research from Galaxy Digital spanning crypto markets, on-chain data, regulation and macro linkages.

Institutional Crypto Research

Niche · institutional crypto research

Institutional-grade research and data on crypto markets, infrastructure and regulation.

Quantitative Crypto Regime Signals

Niche · quantitative crypto regime signals

Markus Thielen's quantitative crypto research on market regimes, structure and institutional trade signals.

Sentiment & Breadth Data

Niche · sentiment & breadth data

Quantitative sentiment, breadth and seasonality research used by professional investors to time exposure.

Investigative Short Research

Niche · investigative short research

Investigative research exposing corporate fraud and accounting misconduct.

Valuation & Corporate Finance

Niche · valuation & corporate finance

Aswath Damodaran's teaching blog on valuation, corporate finance and equity risk premiums.

Weekly Macro Notes, Rates & Cross-Asset Cycles

Niche · weekly macro notes, rates & cross-asset cycles

Weekly macro notes from a professional rates trader and buy-side analyst, covering central-bank policy, yield curves and funding liquidity, plus commodities and the intermarket relationships that drive cross-border capital.

Macro Interviews & Thematic Research

Niche · Macro interviews & thematic research

Subscriber platform combining long-form macro interviews with thematic research, trade ideas and an archive of institutional-grade conversations.

Options Gamma & Volatility Analytics

Niche · Dealer gamma & volatility

Dealer gamma, volatility-surface and options-positioning analytics used by institutional and sophisticated retail traders to frame equity risk.

Energy Equity & Commodity Research

Niche · Energy equities & oil fundamentals

Independent energy research combining oil-market fundamentals with energy-equity analysis, published through a paid subscription and Seeking Alpha.

Macro, Markets & Investor Behavior

Niche · Macro, markets & behavioral finance

Barry Ritholtz's blog on macro, markets, behavioral finance and the business of advice, one of the longest-running finance blogs. Free.

State of the Network

Niche · state of the network

Network-data research on crypto fundamentals, market structure and index construction from the Coin Metrics team.

Crypto Market-Structure Data

Niche · crypto market-structure data

Research on crypto liquidity, exchange microstructure and market depth from the Kaiko data platform.

Bitcoin Macro & Liquidity Research

Niche · bitcoin macro & liquidity research

Nik Bhatia's research on bitcoin as a monetary asset, global liquidity and rates.

Bitcoin On-Chain & Quant Signals

Niche · bitcoin on-chain & quant signals

Charles Edwards's bitcoin quantitative and on-chain research, including cycle and risk models.

Institutional Macro Risk Management

Niche · institutional macro risk management

Institutional macro research platform providing risk-managed positioning across rates, equities, commodities and FX.

Independent Macro & Equity Strategy

Niche · independent macro & equity strategy

Independent research house covering macro, asset allocation and equity strategy for institutional clients.

Policy-Driven Institutional Strategy

Niche · policy-driven institutional strategy

Institutional research on Washington policy, macro strategy and technical analysis.

Data-Driven Market Research

Niche · data-driven market research

Institutional and advisor-facing market research built on proprietary breadth, sentiment and seasonality data.

Global Multi-Asset Strategy

Niche · global multi-asset strategy

Independent global multi-asset research for institutional investors, focused on cycle positioning and asset allocation.

Global Liquidity Research

Niche · global liquidity research

Specialist research house mapping global liquidity flows and their impact on asset markets.

Flow-Tracking Macro Research

Niche · flow-tracking macro research

Macro research and data analytics built on high-frequency capital-flow tracking, founded by Jens Nordvig.

Independent Macro Research

Niche · independent macro research

Independent macroeconomic research house serving institutional clients across global markets.

Global Macro & Industry Forecasting

Niche · global macro & industry forecasting

Global forecasting and advisory firm covering macro, sector and city-level economic analysis.

Global Macro & Central-Bank Research

Niche · global macro & central-bank research

Institutional macro research covering central-bank policy, rates and global growth.

Technical Analysis & Market Strategy

Niche · technical & intermarket analysis

Technical and intermarket research covering equities, commodities, rates and FX for active investors.

Long-Term Equity Investing & Consumer Franchises

Niche · Consumer & quality equities

Long-horizon equity writing on consumer franchises, capital allocation and patience, grounded in primary filings rather than narrative.

Credit Bubbles, Housing & the Fed

Niche · Credit bubbles & housing

Wolf Richter's data-driven chronicle of credit bubbles, housing, the Fed and the consequences of easy money, written for a professional audience.

Global Macro & Geopolitics

Niche · Macro-geopolitics & the dollar system

Former BofA FX and rates strategist David Woo's independent macro service, connecting geopolitics, the dollar system and cross-asset risk.

Real-Time Options Order Flow

Niche · Options order flow

Clean, mobile-first options order-flow and dark-pool analytics aimed at active traders, with standard and professional tiers.

Credit Markets & Macro Strategy

Niche · Credit strategy & risk

Michael Lewitt's credit-market strategy and risk commentary, focused on credit cycles, capital structure and macro risk for professional investors.

Quant Strategy Encyclopedia

Niche · Quantitative strategy library

Encyclopedia of quantitative and systematic trading strategies, screening academic research and backtests into an investable idea library with premium tiers.

Daily Market Data & Strategy

Niche · Daily market data & positioning

Nicholas Colas's daily and weekly data-driven market strategy notes, distilling macro and market statistics into concise, actionable briefs for professionals.

Data-Driven Personal Finance

Niche · Personal finance & data

Nick Maggiulli's data-driven personal-finance and investing newsletter, focused on evidence over anecdote. Free.

Digital Asset & Crypto Research

Niche · Crypto & digital-asset research

Institutional-grade crypto research covering digital-asset fundamentals, protocol economics and market structure for professional allocators.

Momentum & Thematic Investing System

Niche · momentum & thematic investing system

Retail-focused momentum and thematic investing education built around a rules-based Portfolio Operating System, with a private community and weekly live analysis.

Quantitative Macro & Rates Models

Niche · quantitative macro & rates models

Data-driven macro publication and podcast built on quantitative models for rates, commodities and macro regime shifts.

Daily Crypto Briefing

Niche · daily crypto briefing

Mass-market daily crypto newsletter distilling market news, narratives and opportunities into a five-minute read.

Bitcoin Market & Macro Research

Niche · bitcoin market & macro research

Professional research arm of Bitcoin Magazine, covering bitcoin market structure, derivatives and macro positioning.

Crypto Data & Market Analysis

Niche · crypto data & market analysis

Long-form data-driven research on bitcoin, exchange mechanics and market structure from BitMEX.

Bitcoin & Gold On-Chain Research

Niche · bitcoin & gold on-chain research

Charlie Morris's digital-asset and gold research, blending on-chain flows with macro valuation.

Bitcoin & Crypto Cycle Analytics

Niche · bitcoin & crypto cycle analytics

Benjamin Cowen's quantitative cycle and valuation analysis across bitcoin and major crypto assets.

Macro Interviews & Market Commentary

Niche · macro interviews & commentary

Long-form macro and markets interviews plus written commentary on liquidity, cycles and portfolio positioning.

Eurodollar System & Monetary Plumbing

Niche · eurodollar system & plumbing

Deep analysis of the offshore dollar system, collateral and global monetary plumbing.

Macro, Energy & Fiscal Dominance

Niche · fiscal dominance & energy macro

Macro research linking fiscal deficits, energy and the dollar system to asset allocation.

Macro & FX Strategy Research

Niche · macro & FX strategy

Research platform combining academic rigour with trading experience across macro, FX and rates.

Options Flow & Volatility Analysis

Niche · options flow & volatility

Daily options-flow, volatility and market-internals research for active traders.

Forensic Accounting Research

Niche · forensic accounting short research

Forensic accounting and short research on misrepresented public companies.

Concentrated Value Compounding

Niche · concentrated value compounding

Geoff Gannon and Andrew Kuhn's concentrated value research and portfolio letters.

Quantitative Market & Options Analytics

Niche · quantitative market & options analytics

Seth Rosenthal's quantitative market analysis, combining options-chain data, breadth and cross-asset metrics into systematic market reads.

Macro Complacency & Market Cycles

Niche · Macro complacency & cycles

Kevin Muir's irreverent macro commentary on complacency, cycles and the narratives that trap investors, with a trader's instinct for positioning.

Energy, Commodities & Derivatives

Niche · Energy derivatives & market structure

Craig Pirrong's academic-practitioner commentary on energy and commodity derivatives, market structure, speculation and clearing.

Quant Asset Allocation & The Idea Farm

Niche · Quant asset allocation

Meb Faber's quantitative asset-allocation research and The Idea Farm curated content, bridging academic evidence and practical portfolios. Free.

Data-Driven Investing Commentary

Niche · Data-driven investing

Joachim Klement's data-driven commentary on markets, behavioral finance and investment research, with a sceptical academic bent. Free.

DeFi & Web3 Reporting

Niche · defi & web3 reporting

Independent DeFi-native publication covering protocols, governance and the on-chain economy.

Quantitative Bitcoin Research

Niche · quantitative bitcoin research

Data-driven bitcoin research on valuation bands, cycle statistics and adoption curve metrics.

Digital Asset Fund Flows

Niche · digital asset fund flows

Weekly fund-flow and digital-asset allocation research from the CoinShares team.

Protocol Financials & Fundamentals

Niche · protocol financials & fundamentals

Fundamental data and research on protocol revenue, fees and usage across the on-chain economy.

Macro Interviews for Institutional Traders

Niche · institutional macro interviews

Institutional-grade macro interview series and commentary on global markets, commodities and rates.

China Policy & Regulatory Intelligence

Niche · China policy intelligence

Policy and regulatory intelligence on China for corporates and investors.

China Tech, Policy & Economics

Niche · China tech & policy

Newsletter and podcast on China's technology, industrial policy and economic statecraft.

Markets & Investing Media

Niche · markets & investing media

Media network (Josh Brown and co.) publishing market commentary and investor interviews.

Market Commentary & Positioning

Niche · Retail-facing markets & flows

High-frequency market commentary and flow analysis covering equities, commodities and macro catalysts for a large retail and prosumer audience.

Central Bank Balance Sheets & Plumbing

Niche · Central bank balance sheets

Analytical writing on central bank balance sheets, reserve mechanics and the international monetary system, explaining plumbing that most macro misses.

Economics, Markets & Technology

Niche · Economics & technology commentary

Noah Smith's economics and technology commentary, spanning growth, industrial policy, markets and the political economy of technology.

Alternative Data & Congress Trades

Niche · Alt-data & congressional trading

Alternative-data platform tracking congressional trading, lobbying, government contracts and other non-traditional datasets for equity investors.

Daily Markets & Macro Strategy

Niche · Daily market & macro strategy

Tom Essaye's daily pre-market note framing macro data, Fed policy and cross-asset setups into a concise trading plan for professionals.

Currency & Macro Commentary

Niche · Daily currency & macro analysis

Marc Chandler's widely read daily blog on currencies, rates and global macro, a free fixture of the FX commentariat.

Markets, Behavior & Wealth

Niche · Markets & investor behavior

Michael Batnick's writing on markets, investor psychology and the practice of wealth management over the long run. Free.

Macro & Portfolio Construction

Niche · Macro & portfolio strategy

Cullen Roche's macro and portfolio-construction writing, focused on monetary mechanics, risk and pragmatic long-term investing. Free.

Futures Levels & Algorithmic Trading Plans

Niche · futures levels & algorithmic trading

Algorithmic advisory publishing twice-daily and weekly levels for ES, NQ, GC and CL futures, with inflection tiers, macro outlooks and a private trading community.

Ethereum Ecosystem Daily

Niche · ethereum ecosystem daily

Anthony Sassano's daily newsletter and video on the Ethereum ecosystem, scaling roadmap and staking economics.

Bitcoin, Macro & Markets

Niche · bitcoin, macro & markets

Anthony Pompliano's daily letter on bitcoin, macro and markets, aimed at a mainstream investing audience.

Bitcoin Mining & Market Research

Niche · bitcoin mining & market research

Research on bitcoin mining economics, network metrics and market cycles.

Crypto Derivatives & Volatility

Niche · crypto derivatives & volatility

Options and derivatives research covering volatility surfaces, positioning and market structure.

Independent China Economic Data

Niche · independent China economic data

Proprietary survey-based data and research on the Chinese economy, independent of official statistics.

Macro Strategy & Positioning

Niche · macro strategy & positioning

Independent macro strategy notes on positioning, liquidity and cross-asset risk.

Forensic Short Research

Niche · forensic short research

Investigative short-seller research on accounting and governance failures.

Forensic Short Research

Niche · forensic short research

Forensic research and short calls on companies with structural or accounting concerns.

Quantitative Deep-Value Investing

Niche · quantitative deep value

Systematic deep-value research on the acquirer's multiple and mean-reversion opportunities.

Investing Education & Interviews

Niche · investing education & interviews

Investing education network (We Study Billionaires) with interviews and frameworks.

Return Stacking & Leverage Research

Niche · return stacking & leverage

Research on return stacking, leverage and portfolio construction for sophisticated investors.

Quantitative Portfolio Research

Niche · quantitative portfolio research

Quantitative research on portfolio construction, factor investing and risk management.

Macro Thought Leadership

Niche · macro thought leadership

Macro thought-leadership franchise (Thoughts from the Frontline) covering cycles, debt and demographics.

Physician Personal Finance

Niche · physician personal finance

Personal-finance and investing guidance for physicians and high-income professionals.

Safe Withdrawal & FIRE Research

Niche · safe withdrawal & fire research

Rigorous quantitative research on safe withdrawal rates and early-retirement portfolios.

Swing Trading & Options-Chain Analysis

Niche · swing trading & options-chain analysis

David Tracey's swing-trading research, using multiple datasets, technical analysis and options-chain positioning to frame equity trade setups.

Cross-Asset Rotation & Leverage

Niche · Cross-asset rotation signals

Michael Gayed's cross-asset rotation signals and leverage indicators, translating intermarket relationships into tactical allocation and timing ideas.

Mining Exploration & Discovery

Niche · Mining exploration & discovery

Specialist mining-exploration research focused on discovery potential, geology and management quality in the junior resource sector.

Markets, Wealth Management & Commentary

Niche · Markets & wealth management

Josh Brown's commentary on markets, wealth management and the advice industry, aimed at financial professionals. Free.

Crypto Markets & Research

Niche · Crypto markets & data

Crypto markets media and research platform covering institutional adoption, market structure, data and regulation, with freemium content and events.

Ethereum Weekly Digest

Niche · ethereum weekly digest

Long-running weekly round-up of Ethereum protocol, research and ecosystem developments by Evan Van Ness.

Crypto Education & Research

Niche · crypto education & research

Crypto research and education platform covering projects, narratives and market conditions.

Macro & Market Technicals

Niche · macro & market technicals

Macro and market analysis focused on technicals, risk management and portfolio construction.

Credit, Macro & Financial Crises

Niche · Credit cycles & crises

Edward Harrison's long-running analysis of credit cycles, banking crises and macro-financial instability, with a global perspective.

Precious Metals & Mining

Niche · Gold, silver & mining equities

One of the oldest precious-metals advisories, covering gold, silver and mining equities for resource investors since 1971.

Quantitative Trading & Research

Niche · Quant trading & research

Practical quantitative trading research and education focused on systematic strategies, backtesting discipline and risk management.

Curated Market & Investing Links

Niche · Curated investing links

Tadas Viskanta's long-running curated digest of the best investing and market writing, a daily habit for professionals. Free.

China Capital Flows & Markets

Niche · China capital flows & markets

Data-driven monitoring of China's cross-border capital flows, FX, bond and equity connect schemes and offshore market dynamics.

S&P 500 Futures Price-Action & LCE Method

Niche · S&P 500 futures price action

Trading education platform teaching a mechanical Level-Confirmation-Execution method for S&P 500 futures day traders.

Crypto & Macro Commentary

Niche · crypto & macro commentary

Scott Melker's crypto and macro commentary, newsletter and interviews for a broad trading audience.

Bitcoin & Altcoin Cycle Analysis

Niche · bitcoin & altcoin cycle analysis

Technical and cycle analysis across bitcoin and large-cap altcoins for swing and position traders.

Market Valuation & Sentiment

Niche · valuation & sentiment

Independent macro and market analysis focused on valuation, sentiment and cycle positioning.

Analyst & Research Call Aggregation

Niche · analyst call aggregation

Daily aggregation of notable analyst upgrades, downgrades and research calls.

Behavioural Finance

Niche · behavioural finance

Writing on behavioural finance and investor psychology applied to portfolio decisions.

Dividend Screening & Research

Niche · dividend screening & research

Dividend screening tools and income-investing research across high-yield and dividend-growth strategies.

Elliott Wave Market Analysis

Niche · Elliott wave analysis

Robert Prechter's Elliott-wave research across equities, commodities and currencies.

Prop Trading Education & Research

Niche · prop trading education

Prop-desk trading education and daily market research for active equity traders.

Absolute Return Macro Letters

Niche · absolute return macro

Niels Jensen's long-running absolute-return macro letters on cycles, liquidity and asset allocation.

Value Investing Interviews & Ideas

Niche · value investing interviews

Interviews with value investors plus written stock ideas and analysis.

Index Investing & FIRE

Niche · index investing & fire

The Stock Series and index-investing philosophy for long-term wealth building.

FIRE & Personal Finance

Niche · fire & personal finance

Early-retirement and frugality writing that shaped the modern FIRE movement.

Portfolio Construction Tools

Niche · portfolio construction tools

Data-driven analysis of portfolio construction, withdrawal rates and asset allocation.

Resource Speculation & Exploration

Niche · Junior mining & resource speculation

Long-running resource-investing franchise covering junior mining, exploration and speculative natural-resource opportunities through tiered advisories.

Business & Markets Daily Briefing

Niche · Daily business & markets briefing

High-reach daily business and markets briefing with a digestible, conversational format, plus vertical editions. Free with premium products.

Curated Technical Chart Analysis

Niche · curated technical analysis

Curated technical analysis and chart ideas from professional technicians.

Deep Value & Special Situations

Niche · deep value & special situations

Long-running deep-value and special-situations blog.

European Value Investing

Niche · European value investing

European value investing write-ups and special situations.

Evidence-Based Investing

Niche · evidence-based investing

Independent journalism on evidence-based investing and the fund industry.

UK Index Investing

Niche · UK index investing

The UK's long-running index-investing and personal-finance resource.

Dividend Growth Investing

Niche · dividend growth investing

Dividend-growth stock analysis and income-portfolio construction.

Value Screening Tools

Niche · value screening tools

Value-investing screening tools and analysis for individual investors.

Machine-Learning Trading Research

Niche · machine-learning trading research

Research and tooling for machine-learning-based systematic trading strategy development.

Macro & Banking Analysis

Niche · macro & banking analysis

Macro and banking-sector analysis with a focus on credit conditions.

Quantitative Trading Edges

Niche · quantitative trading edges

Quantitative research on short-term trading edges and market tendencies.

Personal Finance & Real Estate

Niche · personal finance & real estate

Personal-finance, real-estate and career strategy for high earners.

Personal Finance & Tax

Niche · personal finance & tax

Personal-finance, tax and investing analysis for DIY investors.

Junior Mining Due Diligence

Niche · Junior mining due diligence

Independent due-diligence coverage of junior mining and exploration companies, with site visits, management assessments and capital-structure analysis.