3 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
A hedge fund macro writer shares views on the AI trade, CoreWeave, commodities and bond yields, and explains his framework for short selling. Readers get a practitioner's reasoning about market positioning, supply and demand cycles, and risk.
A daily newsletter in which veteran macro investor Bob Elliott shares his views on market dynamics, covering oil, AI valuations and China. Readers get a macro investor's interpretation of current market events rather than a news recap.
An institutional research service publishing weekly macro themes and quarterly webinar replays. The excerpts show only titles, so the content is inferred to be market and macro investment research.
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