5 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Sentiment Matters analyses investor sentiment and positioning across equity markets using a proprietary aggregate indicator, historical percentiles and return statistics. Issues cover country notes, weekly heatmap updates and occasional primers on market relationships such as equities and bond yields.
Essays on technology investing that use historical patterns, such as computer leasing, the DC-3 and open-source strategy, to analyze the AI buildout and technology cycles. Readers get an investor's framework for how demand for a technology can persist while the capital financing it fails.
Daily coverage of tech stock moves, combining end-of-day market wraps, first-take earnings reactions and summaries of Wall Street research and executive podcast appearances. It is written from a hedge fund perspective, with buyside expectations and positioning detail.
Lumenary Research publishes independent research on founder-led companies, ownership and governance, including the methodology behind its indices. Readers get data-driven analysis of founder-led performance across global, Chinese and Hong Kong equity markets, plus commentary on how organisational complexity affects value creation.
IPONex Blog publishes structured breakdowns of Indian initial public offerings, covering price bands, lot sizes, key dates, grey market premium, company business and financials drawn from offer documents. Readers get a quick reference for each issue's terms and schedule.
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