The best investing newsletters

Long-form posts on equity markets, interest rates, corporate earnings and valuation, backed by historical data and charts. Readers get a detailed, data-driven look at what is driving markets and how businesses should be valued.

Groundbreaker is a finance newsletter that argues today's AI boom mirrors the 2006-2008 subprime mortgage crisis, using analysis of reset schedules, price dynamics, and earnings quality. Readers get a contrarian, historically grounded framework for judging whether apparently cheap, growing AI-sector valuations hide the same kind of borrowed or unsustainable earnings.

Moontower applies financial theory, especially options and risk-premium thinking, to investing, AI, education and parenting. Issues combine detailed trade walkthroughs with curated links, tools and personal reflections.

In-depth equity research on under-the-radar quality compounders, built around ROIIC, reinvestment runway and valuation. Readers get company deep dives, updated IRR/CAGR ranges for a portfolio, and explanations of the valuation framework behind them.

A weekday newsletter that picks one crypto, markets or money story and argues a clear position on it, using specific figures from filings and reports. Recent issues cover JPMorgan's Bitcoin return forecast, Strategy's preferred stock buybacks, and the detention of HEX founder Richard Heart.

Explains finance and economics concepts such as valuation ratios, fiscal multipliers and the time value of money, using Indian market examples and history. Readers get clear, story-driven explainers that connect theory to current events.

A paid crypto newsletter that analyzes DeFi protocols, tokenomics and onchain trends, with deep dives, biweekly roundups and reader Q&A sessions. Readers get fundamentals-focused explanations of how specific protocols work and what the market signals mean.

This newsletter analyses the business opportunities created by Medicaid work requirements, especially the medically frail exemption and reinstatement services, and how a clinical layer could partner with navigation companies like Fortuna Health. It pairs state-by-state policy detail with market reasoning for investors, founders and healthcare executives.

Weekly breakdowns of company earnings, business models and financials, presented with visuals and data across tech, semiconductors, banks and consumer companies. Readers get concise analysis of quarterly results, key takeaways from earnings calls and investment angles, with paid tiers adding deeper reports.

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.

A Traditional Chinese investing newsletter offering deep dives on AI infrastructure companies, earnings analyses such as TSMC's, and weekly market commentary. It aims to help readers build their own investment decision framework rather than chase stock tips.

Ecoinometrics publishes data-driven Bitcoin analysis built around original charts covering ETF flows, corporate treasury buying, and macro forces like rates and Fed policy. Each issue frames a market question for investors, with a paid-only decision section on exposure.

Michael Burry shares his analysis of stock markets, bubbles and bear market risk, drawing on long-run historical data and charts. Issues also include a monthly charity feature and promotion of paid subscription tiers.

Bitcoin market analysis built on onchain data, technical setups and investor behaviour, with recent issues covering price pullbacks and treasury company strategies. Much of the full content sits behind a premium paywall, with excerpts and event updates visible to free readers.

Behind the Craft is a newsletter from Creator Economy host Lenny-style interviews and practical AI tutorials aimed at busy people. Recent issues feature podcast episodes with builders and entrepreneurs, essays on whether software is dying in the AI era, and step-by-step agentic engineering workflows for shipping real apps.

A weekly collection of hand-picked charts on the S&P500, covering technicals, breadth, seasonality, rates and sentiment, with a short market outlook. Readers get concise commentary on each chart plus the author's takeaways on where US stocks may be heading.

A former hedge fund manager shares personal and historical perspectives on financial sector investing, from sell-side earnings work to a 1996 Liverpool FC share purchase. Issues draw parallels between past market episodes and today's AI-driven financing boom.

Future Insider is a Substack newsletter examining the economics and science of AI and emerging technology, including AI infrastructure investing, IPO risk, and AI in drug trials. Readers get analytical essays on which AI-driven businesses and tools may succeed and what the market is pricing in.

Market Sentiment publishes in-depth company deep dives, such as Shopify and ServiceNow, alongside portfolio updates and macro commentary on rates, oil, and tech stocks. Readers get analytical investment research focused on the bottlenecks and business models of the AI-era economy.

Independent investment research covering longevity biotech, diagnostics, robotics and alternative energy, with structured TL;DR, problem, solution and thesis sections. Issues weigh company catalysts, trial data and financials against what has not yet been proven.

Arthur Hayes, former BitMEX CEO and CIO of Maelstrom, writes long-form essays on macro, central bank liquidity, crypto and AI markets. Issues mix trading framework explanations with irreverent commentary, satire and personal anecdotes.

A Chinese-language newsletter on US stock investing that combines industry insight, policy trends and financial analysis with personal anecdotes. Readers get a mix of in-depth pieces on AI and memory-chip themes and daily digests of the author's chat-room discussions on market positioning.

Tracks small and mid-cap biotech companies seen as potential acquisition targets, with M&A and growth scores, catalysts, risks and valuation commentary drawn from conference presentations. Also includes occasional market history posts.

A Substack for retirees that connects geopolitics, federal fiscal data and market news to their effect on retirement budgets and portfolios. Issues use concrete household-scale examples to explain headlines and caution against reacting to them.

A former Bloomberg reporter covers how Wall Street firms use AI, from trading desks to hiring and governance, with news on firm case studies, surveys and research. Readers get reported examples of concrete AI deployments and a paid use-case tracker of what financial firms have said publicly.

A personal finance newsletter by a financial planner that cuts through common money distractions such as credit card points and state tax moves. It offers practical, opinionated guidance on saving, investing and taxes, with occasional podcast episodes on markets, IPOs and money psychology.

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.

A weekly newsletter on personal finance, retirement and investing, written in a personal voice by the author of the book Real Wealth. Issues mix practical explanations such as bonds, asset allocation and pensions as fixed income with reflections on non-financial needs in retirement.

A weekly French-language newsletter that explains the week's news on savings, markets, taxation and personal wealth in about five minutes. Each issue pairs a few news items with what they mean for ordinary savers, such as ETF holders, property owners and bond investors.

A weekly market commentary combining macro analysis, a market timing signal and stock and ETF trade ideas. Free issues give a taste of the analysis, while full stock picks and portfolio trades are reserved for paid subscribers.

A Substack blog and podcast by economist Laurence Kotlikoff offering opinionated commentary on US fiscal policy, interest rates, and personal finance, plus interviews with economists and practitioners. Readers get a strong point of view backed by his research on fiscal gaps and generational accounting.

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.

Weekly and monthly reports on a retail investor's ETF portfolio as he works toward a €1M goal, with exact figures, contributions and what moved each week. It also covers allocation versus target and the reasoning behind buying decisions.

Rebound Capital publishes in-depth research on beaten-down stocks, including company deep dives and market commentary on semiconductors and bond yields. Readers get investment theses, valuation context and historical comparisons aimed at finding recovery opportunities.

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.

Pitches individual overlooked small-cap stocks with valuation-driven investment theses, covering metrics like normalised free cash flow, EBITDA multiples and upside scenarios. Each issue presents a base case and a bull case for a specific company, often outside mainstream coverage.

A market research newsletter covering macro history, asset allocation and investment strategy, plus a weekly profile of a high-yield fund. Issues mix data-driven analysis with sponsored content and webinar promotion.

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.

An investor's personal newsletter covering venture investing in AI and large language models, including deal announcements and theses on where generative AI startups can win. It also includes occasional off-topic pieces such as historical writing.

Frequent market updates from an independent former fund manager, covering technical signals, sentiment, positioning and charts across US equities. Weekly reports add market breadth statistics, a short list of key charts and an updated portfolio plan.

An independent newsletter covering financial markets, crypto, geopolitics and preparedness, written in a first-person, opinionated voice. Issues mix market commentary, interviews such as one on prepping with a former SEAL commander, and strongly argued essays on topics like mass migration.

A daily newsletter from Anthony Pompliano covering Bitcoin, markets, business and macro trends, with a market-commentary angle and a Friday charts roundup. Issues mix opinionated takes on current events with sponsor reads at the top.

Daily market commentary and investment research from Bill Bonner and colleagues, mixing news-driven economic analysis with a sharply skeptical view of US politics, tariffs, deficits and the Fed. It also includes weekly recaps and promotional notes for paid subscriptions and affiliated products.

A free finance newsletter by Humphrey and Rickie that covers market news, macro trends and practical money topics like federal student loan rules in short weekly issues. Readers get concise, plain-language takes on what the AI trade, rates and consumer sentiment mean for their wallets.

Sharran Ahmad shares lessons from building billion-dollar businesses, covering sales-first launches, personal finance and happiness, and investing in capital forms like brand and skills. The newsletter is a free, personal-essay style series mixing anecdotes from his own ventures with calls to watch his videos.

A markets newsletter that gives regular updates on the macro regime, S&P 500 indicators and several model stock portfolios, including monthly and quarterly picks. It is written in a casual first-person voice and pairs the updates with a companion website and sponsor placements.

A thrice-weekly markets newsletter covering the day's economic data, earnings, finance job listings and short commentary on rates, credit and AI-driven stocks. It adds a bullish point of view to the headlines and flags where news coverage may be misleading.

A daily Indian market briefing covering top domestic and global news, positive and negative stock movers, FII/DII flows, IPOs and startup funding, with an occasional weekly explainer on business history and investing ideas. It is published by InCred Money and includes promotion of its brokerage and WhatsApp channel.

Promotes and summarises video interviews with macro and market experts on inflation, interest rates, AI and long-term economic cycles, plus announcements for online conferences. Premium subscribers get written interview notes and expert reports, and issues also carry sponsor offers for precious metals.

A newsletter from an ex-professional investor covering quality-focused stock investing, with interviews with fund managers, monthly best-buy lists and portfolio changes. Readers get stock ideas, company spotlights and investing frameworks, alongside promotion of related portfolios and an e-book.