6 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Citrini Research publishes long-form thematic equity and global macro research, with a heavy focus on how AI reshapes markets, industries and finance. Recent issues cover an AI-driven drug design experiment, agentic finance meeting crypto, and the market impact of consumer AI agents.
Systematic macro research that links market regime analysis, intermarket capital flows and trend models to specific trade and stock selection ideas. Issues cover current developments such as the AI stock rotation, inflation and bond yields, with explicit positioning guidance.
Macro Notes publishes top-down, global macro investment theses, such as AI infrastructure, sovereign AI and the longevity economy, and then looks at the companies exposed to them. Readers get an explained investment framework and thematic analysis of how demand shifts could affect specific sectors and stocks.
A personal investing newsletter offering in-depth company and industry analyses plus pieces on long-term investing principles. Readers get an individual investor's perspective on topics like the MGM/People Inc deal saga, retail real estate and critical minerals supply chains.
A public-markets investor writes about AI through first-principles, economic and cross-asset lenses, with trade ideas such as shorts on labor-exposed companies and an AI-disruption short. Recent issues cover the labor impact of AI, why AI shorts usually fail, and a formal-logic debate on whether AI is a bubble.
A markets newsletter from Unusual Whales covering earnings calendars, options flow analysis, and weekly market outlooks. Issues include trade breakdowns of unusual options activity with specific contract details and reasoning.
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