Financial Newsletters & Research Desks in North America
Research desks, macro strategy publications and market-intelligence services based in or focused on North America, ranked by Research Authority Score and classified by type, asset class, niche, price and vintage.
Citrini Research
Thematic Equity & Global Macro, Cross-Asset
Niche · Thematic equity megatrends & cross-asset macro
Doomberg
Energy, Finance & Geopolitics
Niche · Energy, hard assets & geopolitics
Grant's Interest Rate Observer
Independent Rate & Credit Analysis
Niche · Interest-rate cycles & credit
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
BCA Research
Independent Global Investment Strategy
Niche · Global asset allocation
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
Pari Passu
Restructuring, Credit & Distressed Debt
Niche · Restructuring & liability management
SemiAnalysis
Semiconductors, AI Compute & Supply Chain Research
Niche · Semiconductors & AI compute supply chain
The Overshoot
Global Macro & Balance-of-Payments Analysis
Niche · Trade imbalances & national accounts
The Fed Guy
Federal Reserve Plumbing & Money Markets
Niche · Fed operations & money markets
am/FX (Spectra Markets)
Daily FX & Global Macro Trades
Niche · Daily FX & macro trade ideas
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
KEDM — Kuppy's Event-Driven Monitor
Event-Driven & Special Situations
Niche · Event-driven & special situations
Eliant Capital
Macro, Event-Driven & Cross-Asset Trading
Niche · Event-driven & cross-asset special situations
Mostly Borrowed Ideas
Institutional-Grade Deep-Dive Equity Research
Niche · Large-cap compounders & software deep dives
Covenant Review (Fitch)
Covenant Analysis & Documentation
Niche · Loan covenants & documentation
Capital Allocators
Allocator Interviews & Operations
Niche · Institutional allocator playbook
Lyn Alden Investment Strategy
Macro, Bitcoin & Monetary Analysis
Niche · macro, bitcoin & monetary analysis
Yet Another Value Blog
Special Situations & Modern Value Investing
Niche · Spinoffs, mergers & special situations
The Bear Traps Report
Macro Risk & Credit Contagion
Niche · Macro risk & credit contagion
Alpha Architect
Factor Investing & Quant Research
Niche · Factor & systematic investing
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
The Information
Deep Tech, Media & Business Journalism
Niche · Technology, media & venture capital
Macro Ops
Macro Trading & Quantamental Research
Niche · Tactical macro & systematic trading
LevFin Insights
Leveraged Finance News & Data
Niche · Leveraged finance & loan markets
Capital Flows Research
Global Capital Flows, Rates & FX Plumbing
Niche · global capital flows, rates & FX
Bankless
Crypto, DeFi & Digital-Asset Media
Niche · crypto, defi & digital-asset media
The Bear Cave
Short-Seller & Investigative Equity Research
Niche · Short ideas & forensic investigations
Unusual Whales
Options Flow, Dark Pools & Congress Trades
Niche · Options flow, dark pools & congress trades
Goehring & Rozencwajg
Natural Resources & Energy Transition
Niche · Natural resources & power
Prometheus Research
Business-Cycle & Liquidity Macro Research
Niche · business-cycle & liquidity macro
Monetary Matters Network (Jack Farley)
Macro, Central Banking & Liquidity Interviews
Niche · macro, central banking & liquidity
Pinebrook Capital (David Cervantes)
Policy-Driven Macro & Liquidity Frameworks
Niche · policy-driven macro & liquidity
ARK Invest
Disruptive Innovation Research
Niche · disruptive innovation research
Apricitas Economics
Data-Driven US Macro Analysis
Niche · US macro, inflation & labour data
Bannockburn Global Forex
FX Strategy & Hedging Advisory
Niche · FX strategy & hedging advisory
A Wealth of Common Sense
Behavioral Finance & Wealth
Niche · Behavioral finance & wealth
Yellowbrick
Hedge-Fund Stock Pitch Aggregator
Niche · hedge-fund stock pitch aggregator
Cubic Analytics (Caleb Franzen)
Data-Driven Macro, Equities & Bitcoin
Niche · data-driven macro, equities & bitcoin
Galaxy Research
Digital Assets & Macro Research
Niche · digital assets & macro research
The Block Research
Institutional Crypto Research
Niche · institutional crypto research
SentimenTrader (Jason Goepfert)
Sentiment & Breadth Data
Niche · sentiment & breadth data
Hindenburg Research
Investigative Short Research
Niche · investigative short research
Musings on Markets (Aswath Damodaran)
Valuation & Corporate Finance
Niche · valuation & corporate finance
HFI Research
Energy Equity & Commodity Research
Niche · Energy equities & oil fundamentals
The Big Picture (Barry Ritholtz)
Macro, Markets & Investor Behavior
Niche · Macro, markets & behavioral finance
The Bitcoin Layer
Bitcoin Macro & Liquidity Research
Niche · bitcoin macro & liquidity research
Capriole Investments
Bitcoin On-Chain & Quant Signals
Niche · bitcoin on-chain & quant signals
Hedgeye Risk Management
Institutional Macro Risk Management
Niche · institutional macro risk management
Fundstrat Global Advisors
Independent Macro & Equity Strategy
Niche · independent macro & equity strategy
Strategas
Policy-Driven Institutional Strategy
Niche · policy-driven institutional strategy
Bespoke Investment Group
Data-Driven Market Research
Niche · data-driven market research
CrossBorder Capital
Global Liquidity Research
Niche · global liquidity research
Capital Economics
Independent Macro Research
Niche · independent macro research
Oxford Economics
Global Macro & Industry Forecasting
Niche · global macro & industry forecasting
Continuum Economics
Global Macro & Central-Bank Research
Niche · global macro & central-bank research
All Star Charts (JC Parets)
Technical Analysis & Market Strategy
Niche · technical & intermarket analysis
The Science of Hitting
Long-Term Equity Investing & Consumer Franchises
Niche · Consumer & quality equities
Wolf Street
Credit Bubbles, Housing & the Fed
Niche · Credit bubbles & housing
David Woo Unbound
Global Macro & Geopolitics
Niche · Macro-geopolitics & the dollar system
The Credit Strategist
Credit Markets & Macro Strategy
Niche · Credit strategy & risk
DataTrek Research
Daily Market Data & Strategy
Niche · Daily market data & positioning
Delphi Digital
Digital Asset & Crypto Research
Niche · Crypto & digital-asset research
Market Radar
Quantitative Macro & Rates Models
Niche · quantitative macro & rates models
Bitcoin Magazine Pro
Bitcoin Market & Macro Research
Niche · bitcoin market & macro research
Into The Cryptoverse
Bitcoin & Crypto Cycle Analytics
Niche · bitcoin & crypto cycle analytics
Thoughtful Money (Adam Taggart)
Macro Interviews & Market Commentary
Niche · macro interviews & commentary
Eurodollar University (Jeff Snider)
Eurodollar System & Monetary Plumbing
Niche · eurodollar system & plumbing
Forest for the Trees (Luke Gromen)
Macro, Energy & Fiscal Dominance
Niche · fiscal dominance & energy macro
Muddy Waters Research
Forensic Accounting Research
Niche · forensic accounting short research
Focused Compounding
Concentrated Value Compounding
Niche · concentrated value compounding
Market Math
Quantitative Market & Options Analytics
Niche · quantitative market & options analytics
The Streetwise Professor
Energy, Commodities & Derivatives
Niche · Energy derivatives & market structure
Meb Faber Research
Quant Asset Allocation & The Idea Farm
Niche · Quant asset allocation
MacroVoices
Macro Interviews for Institutional Traders
Niche · institutional macro interviews
ChinaTalk (Jordan Schneider)
China Tech, Policy & Economics
Niche · China tech & policy
The Kobeissi Letter
Market Commentary & Positioning
Niche · Retail-facing markets & flows
Quiver Quantitative
Alternative Data & Congress Trades
Niche · Alt-data & congressional trading
The Sevens Report
Daily Markets & Macro Strategy
Niche · Daily market & macro strategy
The Irrelevant Investor
Markets, Behavior & Wealth
Niche · Markets & investor behavior
Algoflows Capital
Futures Levels & Algorithmic Trading Plans
Niche · futures levels & algorithmic trading
Blockware Intelligence
Bitcoin Mining & Market Research
Niche · bitcoin mining & market research
China Beige Book
Independent China Economic Data
Niche · independent China economic data
The Acquirer's Multiple (Tobias Carlisle)
Quantitative Deep-Value Investing
Niche · quantitative deep value
The Investor's Podcast
Investing Education & Interviews
Niche · investing education & interviews
Return Stacked (Corey Hoffstein)
Return Stacking & Leverage Research
Niche · return stacking & leverage
Flirting with Models (Newfound Research)
Quantitative Portfolio Research
Niche · quantitative portfolio research
Mauldin Economics (John Mauldin)
Macro Thought Leadership
Niche · macro thought leadership
The White Coat Investor
Physician Personal Finance
Niche · physician personal finance
Early Retirement Now
Safe Withdrawal & FIRE Research
Niche · safe withdrawal & fire research
Godzilla Trader (David Tracey)
Swing Trading & Options-Chain Analysis
Niche · swing trading & options-chain analysis
The Lead-Lag Report
Cross-Asset Rotation & Leverage
Niche · Cross-asset rotation signals
Exploration Insights
Mining Exploration & Discovery
Niche · Mining exploration & discovery
The Reformed Broker
Markets, Wealth Management & Commentary
Niche · Markets & wealth management
Real Investment Advice (Lance Roberts)
Macro & Market Technicals
Niche · macro & market technicals
Credit Writedowns
Credit, Macro & Financial Crises
Niche · Credit cycles & crises
Abnormal Returns
Curated Market & Investing Links
Niche · Curated investing links
Tradewriter
S&P 500 Futures Price-Action & LCE Method
Niche · S&P 500 futures price action
The Wolf Of All Streets
Crypto & Macro Commentary
Niche · crypto & macro commentary
The Fat Pitch (Urban Carmel)
Market Valuation & Sentiment
Niche · valuation & sentiment
Elliott Wave International
Elliott Wave Market Analysis
Niche · Elliott wave analysis
Portfolio Charts
Portfolio Construction Tools
Niche · portfolio construction tools
Casey Research
Resource Speculation & Exploration
Niche · Junior mining & resource speculation
Morning Brew
Business & Markets Daily Briefing
Niche · Daily business & markets briefing
The Chart Report
Curated Technical Chart Analysis
Niche · curated technical analysis
Greenbackd (Tobias Carlisle)
Deep Value & Special Situations
Niche · deep value & special situations
Dividend Growth Investor
Dividend Growth Investing
Niche · dividend growth investing
Build Alpha
Machine-Learning Trading Research
Niche · machine-learning trading research
Financial Samurai
Personal Finance & Real Estate
Niche · personal finance & real estate
The Brooklyn Investor
Value Investing Case Studies
Niche · value investing case studies
The Conservative Income Investor
Conservative Income Investing
Niche · conservative income investing
The Daily Reckoning
Contrarian Markets Commentary
Niche · contrarian markets commentary
The Measure of a Plan
Personal Finance & Investing
Niche · personal finance & investing