FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
59 Publications

Best Markets Newsletters & Research Desks

59 markets publications, ranked by Research Authority Score and mapped by type, asset class, niche, price and founding date.

CNAnalysis

Sinocism (Bill Bishop)

China Policy & Market Intelligence

Niche · China policy, politics & markets

Multi-AssetMacro
$20/mo · $218/yr
2013
Visit
GLMixed

The Weekly ChartStorm (Callum Thomas)

Visual Macro & S&P 500 Sentiment

Niche · visual macro & sentiment charts

EquitiesMacro
Free + paid tiers
2014
Visit
GBAnalysis

Capital Wars (Michael Howell)

Global Liquidity & Capital Flows

Niche · global liquidity & capital flows

Macro
Paid — price not listed
2020
Visit
USAnalysis

A Wealth of Common Sense

Behavioral Finance & Wealth

Niche · Behavioral finance & wealth

Multi-Asset
Free
2014
Visit
USAnalysis

SentimenTrader (Jason Goepfert)

Sentiment & Breadth Data

Niche · sentiment & breadth data

EquitiesMacro
Paid — price not listed
1998
Visit
USAnalysis

Hindenburg Research

Investigative Short Research

Niche · investigative short research

Equities
Free
2017
Visit
USAnalysis

Musings on Markets (Aswath Damodaran)

Valuation & Corporate Finance

Niche · valuation & corporate finance

Equities
Free
2008
Visit
USAnalysis

The Big Picture (Barry Ritholtz)

Macro, Markets & Investor Behavior

Niche · Macro, markets & behavioral finance

Multi-Asset
Free
2005
Visit
USMixed

All Star Charts (JC Parets)

Technical Analysis & Market Strategy

Niche · technical & intermarket analysis

Equities
Paid — price not listed
2010
Visit
USAnalysis

Thoughtful Money (Adam Taggart)

Macro Interviews & Market Commentary

Niche · macro interviews & commentary

MacroMulti-Asset
Free
2022
Visit
USAnalysis

Eurodollar University (Jeff Snider)

Eurodollar System & Monetary Plumbing

Niche · eurodollar system & plumbing

MacroFixed Income
Free
2020
Visit
USAnalysis

Forest for the Trees (Luke Gromen)

Macro, Energy & Fiscal Dominance

Niche · fiscal dominance & energy macro

MacroCommoditiesFX
Paid — price not listed
2016
Visit
GBMixed

Macro Hive

Macro & FX Strategy Research

Niche · macro & FX strategy

MacroFXFixed Income
Free + paid tiers
2018
Visit
USTrading

Tier1Alpha

Options Flow & Volatility Analysis

Niche · options flow & volatility

Equities
Paid — price not listed
2019
Visit
USAnalysis

Muddy Waters Research

Forensic Accounting Research

Niche · forensic accounting short research

Equities
Free
2010
Visit
USAnalysis

Focused Compounding

Concentrated Value Compounding

Niche · concentrated value compounding

Equities
Paid — price not listed
2018
Visit
GBAnalysis

Klement on Investing

Data-Driven Investing Commentary

Niche · Data-driven investing

Multi-Asset
Free
2019
Visit
USAnalysis

MacroVoices

Macro Interviews for Institutional Traders

Niche · institutional macro interviews

Macro
Free
2015
Visit
CNAnalysis

Trivium China

China Policy & Regulatory Intelligence

Niche · China policy intelligence

Macro
Paid — price not listed
2018
Visit
USAnalysis

ChinaTalk (Jordan Schneider)

China Tech, Policy & Economics

Niche · China tech & policy

Macro
Free + paid tiers
2018
Visit
USAnalysis

The Compound

Markets & Investing Media

Niche · markets & investing media

Multi-Asset
Free
2019
Visit
USAnalysis

The Irrelevant Investor

Markets, Behavior & Wealth

Niche · Markets & investor behavior

EquitiesMulti-Asset
Free
2013
Visit
USAnalysis

China Beige Book

Independent China Economic Data

Niche · independent China economic data

Macro
Institutional (quote)
2010
Visit
EUAnalysis

Talking Heads Macro

Macro Strategy & Positioning

Niche · macro strategy & positioning

Macro
Free + paid tiers
2022
Visit
USAnalysis

Bleecker Street Research

Forensic Short Research

Niche · forensic short research

Equities
Paid — price not listed
2019
Visit
USAnalysis

Spruce Point Capital

Forensic Short Research

Niche · forensic short research

Equities
Free
2007
Visit
USAnalysis

The Acquirer's Multiple (Tobias Carlisle)

Quantitative Deep-Value Investing

Niche · quantitative deep value

Equities
Free
2015
Visit
USAnalysis

The Investor's Podcast

Investing Education & Interviews

Niche · investing education & interviews

EquitiesMulti-Asset
Free
2014
Visit
USAnalysis

Return Stacked (Corey Hoffstein)

Return Stacking & Leverage Research

Niche · return stacking & leverage

Multi-Asset
Free
2019
Visit
USAnalysis

Flirting with Models (Newfound Research)

Quantitative Portfolio Research

Niche · quantitative portfolio research

Multi-Asset
Free
2013
Visit
USAnalysis

Mauldin Economics (John Mauldin)

Macro Thought Leadership

Niche · macro thought leadership

Macro
Free + paid tiers
2004
Visit
USAnalysis

The Reformed Broker

Markets, Wealth Management & Commentary

Niche · Markets & wealth management

Multi-Asset
Free
2008
Visit
USMixed

Blockworks

Crypto Markets & Research

Niche · Crypto markets & data

Digital Assets
~$25/mo
2018
Visit
USAnalysis

Real Investment Advice (Lance Roberts)

Macro & Market Technicals

Niche · macro & market technicals

Multi-Asset
Free
2015
Visit
USAnalysis

Abnormal Returns

Curated Market & Investing Links

Niche · Curated investing links

Multi-Asset
Free
2005
Visit
USAnalysis

The Fat Pitch (Urban Carmel)

Market Valuation & Sentiment

Niche · valuation & sentiment

EquitiesMacro
Free
2013
Visit
USAnalysis

Notable Calls

Analyst & Research Call Aggregation

Niche · analyst call aggregation

Equities
Free
2005
Visit
GBAnalysis

Behavioural Investment (Joe Wiggins)

Behavioural Finance

Niche · behavioural finance

Multi-Asset
Free
2019
Visit
USAnalysis

Sure Dividend

Dividend Screening & Research

Niche · dividend screening & research

Equities
Free + paid tiers
2014
Visit
USAnalysis

Elliott Wave International

Elliott Wave Market Analysis

Niche · Elliott wave analysis

EquitiesCommodities
Paid — price not listed
1979
Visit
USTrading

SMB Capital

Prop Trading Education & Research

Niche · prop trading education

Equities
Paid — price not listed
2005
Visit
GBAnalysis

The Absolute Return Letter

Absolute Return Macro Letters

Niche · absolute return macro

Multi-Asset
Free
2004
Visit
USAnalysis

Value Hive

Value Investing Interviews & Ideas

Niche · value investing interviews

Equities
Free + paid tiers
2020
Visit
USAnalysis

Morning Brew

Business & Markets Daily Briefing

Niche · Daily business & markets briefing

Multi-Asset
Free
2015
Visit
USAnalysis

The Chart Report

Curated Technical Chart Analysis

Niche · curated technical analysis

Equities
Free
2018
Visit
USAnalysis

Greenbackd (Tobias Carlisle)

Deep Value & Special Situations

Niche · deep value & special situations

Equities
Free
2009
Visit
DEAnalysis

Value and Opportunity

European Value Investing

Niche · European value investing

Equities
Free
2011
Visit
GBAnalysis

The Evidence-Based Investor

Evidence-Based Investing

Niche · evidence-based investing

Multi-Asset
Free
2016
Visit
GBAnalysis

Monevator

UK Index Investing

Niche · UK index investing

Multi-Asset
Free
2007
Visit
USAnalysis

Dividend Growth Investor

Dividend Growth Investing

Niche · dividend growth investing

Equities
Free
2008
Visit
USAnalysis

Old School Value

Value Screening Tools

Niche · value screening tools

Equities
Free + paid tiers
2009
Visit
USAnalysis

Build Alpha

Machine-Learning Trading Research

Niche · machine-learning trading research

Multi-Asset
Paid — price not listed
2016
Visit
USAnalysis

Sober Look

Macro & Banking Analysis

Niche · macro & banking analysis

MacroFixed Income
Free
2010
Visit
USAnalysis

Quantifiable Edges

Quantitative Trading Edges

Niche · quantitative trading edges

Equities
Paid — price not listed
2008
Visit
USAnalysis

Oddball Stocks

Micro-Cap Deep Value

Niche · micro-cap deep value

Equities
Free
2010
Visit
USAnalysis

The Brooklyn Investor

Value Investing Case Studies

Niche · value investing case studies

Equities
Free
2011
Visit
USAnalysis

The Conservative Income Investor

Conservative Income Investing

Niche · conservative income investing

EquitiesFixed Income
Free
2016
Visit
USAnalysis

StableBread

Personal Finance & Valuation

Niche · personal finance & valuation

Multi-Asset
Free
2019
Visit
USMixed

The Daily Reckoning

Contrarian Markets Commentary

Niche · contrarian markets commentary

Multi-Asset
Free
1999
Visit