Newsletters Like Doomberg
Doomberg applies a lateral, systems-engineering lens to energy and hard assets. These are the comparable desks if you want that same physical-world framing, or a cheaper or more specialised version of it.
Top of this shortlist: Sinocism (Bill Bishop) at 92/100 ($20/mo · $218/yr).
Sinocism (Bill Bishop)
China Policy & Market Intelligence
Niche · China policy, politics & markets
Goehring & Rozencwajg
Natural Resources & Energy Transition
Niche · Natural resources & power
The Weekly Wintersberger
Weekly Macro Notes, Rates & Cross-Asset Cycles
Niche · weekly macro notes, rates & cross-asset cycles
HFI Research
Energy Equity & Commodity Research
Niche · Energy equities & oil fundamentals
David Woo Unbound
Global Macro & Geopolitics
Niche · Macro-geopolitics & the dollar system
Market Radar
Quantitative Macro & Rates Models
Niche · quantitative macro & rates models
The Streetwise Professor
Energy, Commodities & Derivatives
Niche · Energy derivatives & market structure
The Kobeissi Letter
Market Commentary & Positioning
Niche · Retail-facing markets & flows
Exploration Insights
Mining Exploration & Discovery
Niche · Mining exploration & discovery
Gold Newsletter
Precious Metals & Mining
Niche · Gold, silver & mining equities
Casey Research
Resource Speculation & Exploration
Niche · Junior mining & resource speculation
The Critical Investor
Junior Mining Due Diligence
Niche · Junior mining due diligence