Institutional-style research on global macro investing, with a focus on asymmetric payoffs, high-conviction allocation and themes spanning AI, quantum computing and blockchain. The sampled issue offers a strategic asset allocation framework aimed at asset managers.
Website: https://alperion-capital.ghost.io/
A cross-asset macro newsletter that recaps the week in markets and publishes thematic deep dives, such as on Brazil's election and fiscal outlook. It turns data on inflation, yields, currencies and earnings into positioning and asset allocation views.
Citrini Research publishes long-form thematic equity and macro research, with recent issues on AI-driven disruption of business models, agents in finance and crypto, and an AI-designed protein experiment. Readers get investment theses and trade ideas framed around secular themes.
A daily, chart-driven digest of global economic and market trends, with each item a one- or two-sentence caption on a chart sourced from other analysts and outlets. It is an abridged free version of the paid Daily Shot, covering the US, Europe, Japan, China, emerging markets, equities and rates.
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