Macro research from Brent Johnson viewed through the Dollar Milkshake Theory, covering capital markets, Treasuries, geopolitics and long-form thematic reports. Readers get data-driven analysis plus weekly market ledgers with specific figures.

Paperblock publishes analytical briefings on institutional DeFi, covering how regulators and banks are reshaping the rules for tokenized securities and stablecoins. Readers get clear explanations of specific regulatory decisions and what they mean for financial institutions and infrastructure providers.

Capital markets and macro commentary from a writer who digs into Fed policy, rates moves, and financial plumbing such as Federal Home Loan Bank lending to private equity-owned insurers. Readers also get essays on AI's economic payoff, with a clear, opinionated argument and specific data.

Ben Kelly-style weekly commentary from an Australian capital markets insider on the ASX, the state of equity raising, and exchange competition. Each issue mixes market observations with a clear opinion and occasional product announcements for listed-company professionals.