4 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
A daily-ish commentary on how crypto fits into shifting monetary, geopolitical and market structures, with weekly watchlists of events and papers. Readers get macro framing of bitcoin, stablecoins and money, plus summaries of research such as BIS work on trust and money.
A personal newsletter by a markets practitioner who writes about macro themes such as intergenerational fiscal strain, real versus nominal yields, and a reboot of his trading book shown with risk metrics. It mixes opinionated macro commentary with candid updates on positions, aiming to share the author's thinking rather than neutral news.
A contrarian energy investment newsletter that shares trade theses, position updates and game plans for oil and natural gas, often pairing market data (EIA, IEA) with the author's own portfolio decisions. Readers get detailed, opinionated analysis of oil demand and price signals alongside explicit stock and ETF positions.
A Bitcoin-focused newsletter combining technical chart analysis, such as Ichimoku cloud and moving average reads, with macro commentary on inflation and yields. Readers get market timing views from an independent analyst, plus a paid weekly macro report.
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