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The best financial markets newsletters

Markets newsletters explain what moved and why: equities, bonds, currencies, commodities and the flows between them. They are written by strategists, former fund managers and journalists who have spent years on the desk.

Daily morning notes dominate, with weekly deep dives alongside. Freshness is essential here, and our ranking reflects it.

Top rated right now

  • Musings on Markets · Long-form posts on equity markets, interest rates, corporate earnings and valuation, backed by historical data and charts.
  • Alea Research · Data-driven crypto research covering onchain perpetuals, DeFi yield protocols, tokenized assets and weekly market digests.
  • Coin Metrics State of the Network · A weekly data-driven look at crypto markets and on-chain activity from Coin Metrics researchers, using quantitative methods such as regression and survival analysis.

44 newsletters below, ranked by editorial quality and how recently they published.

aswathdamodaran.substack.com· biweekly· Published 13 days ago

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.

stock market analysistreasury yieldsinterest rates and stockscorporate earningsvaluationaswath damodaran
alearesearch.substack.com· weekly· Published yesterday

Data-driven crypto research covering onchain perpetuals, DeFi yield protocols, tokenized assets and weekly market digests. Issues present quarterly metrics, specific figures and takeaways to support investment and market decisions.

hyperliquidperp dexopen interestpendleyield tradingrwa
coinmetrics.substack.com· weekly· Published yesterday

A weekly data-driven look at crypto markets and on-chain activity from Coin Metrics researchers, using quantitative methods such as regression and survival analysis. Recent issues cover stablecoin supply drivers, Fed rate expectations and DeFi lending rates, Ethereum's Glamsterdam upgrade, and memecoin lifecycles.

stablecoinsusdcusdtdefi lendingaavemorpho
ftav.substack.com· weekly· Published 6 days ago

A finance blog newsletter from the Financial Times that offers witty, irreverent commentary on markets, AI-sector excess and financial oddities. Readers get sharp analysis mixed with pop-culture references and historical context on money stories.

financial marketsai bubbleopenaianthropicpalantirspread betting
thediff.co· irregular· Inactive for over a year

The Diff publishes analytical essays on finance and technology, focusing on inflection points in markets, firms and business models. The excerpts cover the FTX collapse, liquidity provision, and the trading firm Jane Street.

ftxjane streetliquidity provisionmarket makingtrading firmscredit and trust

Kardamow

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kardamow.com· irregular· Published today

Independent research newsletter that publishes trade updates and analysis on energy, macro and geopolitics, with specific long and short positions. Readers get a point-of-view read on sell-side notes, company news and market events, tied back to earlier pieces.

suncornextdecadelngoil sandsturkish equitiesdollar-lira

TMT Breakout

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tmtbreakout.com· daily· Published today

A daily newsletter covering tech stocks, combining morning and end-of-day market wraps, earnings recaps and summaries of sell-side research, with commentary from a veteran tech hedge fund investor. It also includes podcast briefs on executives and analysts in the tech coverage universe.

tech stocksmorning wrapearnings recapsemishedge fundwall street research

The Wolf Den

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thewolfden.substack.com· daily· Published yesterday

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.

bitcoinjpmorganstrategymicrostrategystrcrichard heart
allisonschrager.substack.com· biweekly· Published 2 days ago

Allison Schrager writes essays linking risk, the macro economy, markets and pensions to culture and everyday life, such as loneliness, intangible consumption and the meaning of safety. Readers get an economist's personal, opinionated take with examples drawn from news and her book Worth the Risk.

riskmacroeconomybond marketspensionssafetyloneliness

Net Interest

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netinterest.co· weekly· Published 5 days ago

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.

bank earningsfinancial engineeringai infrastructure financinghedge fundequity investingearnings season
cryptohayes.substack.com· biweekly· Published 1 months ago

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.

arthur hayesbitcoinfiat liquidityeuro yenfederal reservemaelstrom

Fakepixels

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fakepixels.substack.com· irregular· Published 8 months ago

Fakepixels is an independent essay newsletter that uses frontier technology, markets and cognition as lenses to examine how AI is reshaping economics, computing and human thinking. Each issue pairs historical analogies with close readings of recent AI research and market events, such as a viral AI-scenario fiction and DeepSeek's memory paper.

ai agentsdeepseektransformer memorylookup tablessoftware infrastructureai market selloff
btcpeers.com· irregular· Published today

BTC PEERS publishes Bitcoin market and corporate-finance coverage, with daily-style issues on price moves, treasury company deals and preferred-stock financing mechanics. Readers get detailed, dated explanations of why Bitcoin moves and how firms like Strategy and Metaplanet fund and structure their holdings.

bitcoin pricebitcoin treasurystrategy stockstrc preferredmetaplanetbitcoin market analysis

Nonconsensus

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bobeunlimited.substack.com· daily· Published yesterday

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.

macro investingbob elliottoil pricesanthropic ipoai bubblechina economy
post.10xresearch.com· weekly· Published yesterday

Institutional-style crypto and cross-asset research covering market structure, regime analysis and driver reviews of major and altcoin price moves. Issues include multi-part retrospectives with charts and chart books, plus macro-aware relative-value model portfolio recommendations.

bitcoinethereumaltcoinshyperliquidrelative valuemarket structure
defytheodds88.substack.com· weekly· Published yesterday

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 researchcapital flowsintermarket analysisstock selectionasset allocationnasdaq

CryptoSlate

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cryptoslate.substack.com· daily· Published 2 days ago

A crypto news briefing that explains the day's most consequential stories, covering markets, regulation, security and protocol changes, with notes on what to watch next. Each issue includes sourced figures, dates and caveats on what remains unconfirmed.

crypto newsbitcoin pricezcashcrypto regulationetf flowshardware wallets
sinvestir.substack.com· weekly· FR· Published 3 days ago

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.

etfmsci worldépargneboursefiscalitéimmobilier
bspeak.xyz· weekly· JA· Published 3 days ago

A free weekly Japanese-language newsletter, sent Monday mornings since 2017, that covers overseas news on cryptocurrency and blockchain. Each issue combines market commentary with explanations of technical and industry developments such as Ethereum's roadmap, quantum and AI threats to cryptography, and tokenized assets.

bitcoinethereumcrypto newsjapanese newsletterweekly market recaptokenized stocks
sageecon.com· weekly· Published 5 days ago

A weekly review of US economic data releases, covering topics such as Treasury yields, oil prices, jobs, housing, inflation and consumer confidence, organized by day of the week. It pairs short plain-language explanations with links to further reading and some light humor.

weekly revieweconomic datatreasury yieldsinflationjobs reporthousing market
paulkedrosky.com· irregular· Published 5 days ago

Paul Kedrosky, an investor and writer on financial risk, publishes short notes and roundups analysing AI capital spending, debt financing, market concentration and broader economic strain. Readers get a skeptical, finance-focused view of the AI investment cycle with links to reports and interviews.

ai bubbleai capexhyperscaler debtmarket concentrationsp 500credit markets
thefinancialpen.substack.com· weekly· Published 11 days ago

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.

stock analysislong-term investingpeople incmgm resortscoppercritical minerals
leadlagreport.substack.com· weekly· Published 3 months ago

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.

carry tradeyen carry tradehigh yield fundsmidstream energyfactor investingsmart beta
leadlagreport.com· weekly· Published today

A weekly market newsletter by Michael A. Gayed asking whether markets reward or punish risk, using four Lead-Lag signals tied to rates, volatility and credit. It also promotes the author's TSPY income ETF and a free-for-advisors service program run by an affiliated media company.

lead-lag reportmichael gayedtreasury yieldsvixhigh yield creditmarket signals
taguscapital.substack.com· daily· Published yesterday

A daily crypto briefing that covers market performance, institutional products such as ETF filings, and derivatives and macro developments. Each issue focuses on one story with specific figures and short analysis.

bitcoinethereumbitcoin etfblackrockcrypto market updateinstitutional crypto

Macro Charts

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macrocharts.com· daily· Published yesterday

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.

market updatestock market signalsmarket breadthsentiment and positioningchart analysisspy qqq
aibreakfast.beehiiv.com· weekly· Published yesterday

AI Breakfast is a weekly-style email covering the latest AI products, projects and market news, with short editorial intros and deeper write-ups on each story. Readers get a digest of recent AI industry developments with some analysis of what the numbers actually mean.

ai newsanthropicopenaimeta aimicrosoft aiopen-weight models
joshbelanger.substack.com· daily· Published yesterday

Short, opinionated market commentary from a former Wall Street trader covering moves in bonds, currencies, oil and AI stocks. Each issue ties recent headlines and figures to a view on what to do with the market.

market commentaryex-wall street tradertreasury yieldseurofrench bondsoil prices
siliconcarne.substack.com· weekly· FR· Published yesterday

Silicon Carne is a French-language tech podcast and newsletter recorded in San Francisco, covering AI, Elon Musk's companies and the possible AI bubble. Its issues are mostly teasers for episodes, with short analytical framing and much of the full content behind a paid membership.

ai bubbleopenaitesla roadsterelon musktech businesssilicon valley

ARB Letter

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arbletter.arbitrageandy.us· weekly· Published yesterday

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.

market analysismacrogeopoliticspreppingsurvivalstock market volatility
pomp.substack.com· daily· Published yesterday

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.

bitcoinpompstock marketmacrocrypto investingwall street
bonnerprivateresearch.com· daily· Published yesterday

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.

bill bonnertariffsinflationfederal reserveus deficitcontrarian investing
lordfed.co.uk· weekly· Published 2 days ago

A London-based portfolio manager shares weekly market commentary, covering equities, bonds and AI-related positions, along with specific trade ideas and position sizing. Paid subscribers get a private Discord with live market insights and trades.

portfolio managermarket outlooks&p 500qqqbond tradesearnings season
humpdays.substack.com· weekly· Published 3 days ago

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.

stock market newsai stocks bubblemargin debtfederal student loansparent plus loansconsumer sentiment
sevenc.substack.com· weekly· Published 3 days ago

A weekly crypto newsletter with a free edition rounding up macro and market news, technical analysis and curated alpha links, plus a premium edition covering on-chain data. It draws on smart money wallet tracking, token unlocks, yields, narratives and prediction markets, with an educational, not-financial-advice framing.

crypto newslettersmart moneytoken unlocksdefi yieldson-chain dataprediction markets
eliantcapital.com· weekly· Published 3 days ago

A macro and event-driven trader shares weekly market recaps and a look at the coming week's economic calendar across equities, bonds, commodities and FX. Issues also report the author's own track record and promote following his managed portfolio on a copy-trading platform.

week aheadmacro tradingevent drivenstock market recapcpi reportbond yields

Bull Street

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bullst.substack.com· weekly· Published 13 days ago

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.

stock marketearningsbond marketprivate creditinterest rateseconomic calendar
quoththeraven.substack.com· daily· Published today

A finance and libertarian-leaning newsletter offering commentary on the U.S. housing market, stock market risks and free-market economics. It mixes the author's own bearish market takes with guest essays from outlets like the Foundation for Economic Education.

housing marketstock marketinterest ratesbearish outlookmarket crashcapitalism
thecapitalistmag.com· daily· Published yesterday

A daily business and markets newsletter that delivers brief headline rundowns followed by short summaries of the day's top stories, covering AI, earnings, IPOs and policy. It includes bullet-style key details and carries sponsor placements.

daily market newsstock marketipoearningsai infrastructuretesla
thedailydegen.substack.com· daily· Published 3 days ago

A daily crypto and macro digest that opens with market stats (crypto market cap, gold, oil, Treasury yields, fear & greed) and closes with linked tweets, news and videos. Each issue also features a sponsored-style spotlight on a defi project, plus TVL and chain data.

defi newsdaily crypto digestcrypto market updatetvl datayield farmingrwa
drstephenleebphd.substack.com· weekly· Published 5 days ago

Economist Stephen Leeb offers investment commentary on the AI bubble, the risks of advanced AI, and the case for gold amid de-dollarisation. Issues mix market analysis with portfolio guidance and promotion of his advisory service.

ai bubblegold investingde-dollarizationhyperscaler debtchina gold reservesmarket crash
themoneyprinter.substack.com· daily· Published today

This newsletter covers how liquidity, incentives and momentum drive financial markets, and it publishes daily momentum model reports and slides. The sampled issues are mostly show logistics and download links for a live market program.

momentum tradingmarket liquiditydaily market reportmomentum modelsmoney printer progarrett baldwin

Signal Core

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sightbringer.substack.com· weekly· Published yesterday

Signal Core publishes market forecasts on crypto, equities and silver, with the substantive analysis, targets and probabilities placed behind a paid 'Inner Ring' tier. The free issues are teasers describing past calls and the questions the paid forecasts address.

s&p 500 forecastsilver forecastcrypto forecastmarket predictionsfed rate hikesgold price
startupdealdesk.substack.com· weekly· Published yesterday

A newsletter that pairs a short weekly market and tech news roundup with spotlights on startups and emerging companies open to investment. It is powered by ThinkFISH and includes sponsored promotions and company profiles that ThinkFISH may earn referral fees from.

startup fundingventure capitalfounder spotlightsinvestment opportunitiesweekly market recapfintech