Blind Squirrel Macro is a finance newsletter that shares a macro investor's successes and failures over decades of market work, with companion show notes for the Benny & The Squirrel podcast. Recent issues cover market stress, AI-related valuation worries, insurance and credit risks, and portfolio ideas, framed as educational rather than investment advice.
Website: https://www.blindsquirrelmacro.com
Adam Tooze's newsletter curates and comments on daily links across economics, geopolitics and economic history, from tariffs and inflation to the AI boom's effect on the US current account. Each issue pairs current macro and market items with historical and intellectual-history threads and an art image.
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
Weekly essays on the financial sector from a former hedge fund manager, mixing market data, history and personal anecdotes. Readers get analysis of bank earnings, financing trends such as AI infrastructure debt, and the use of AI tools in investment research.
A newsletter by an options trader that applies financial theory, especially volatility and risk, to trading, AI tools, education, and parenting. Issues mix detailed trade write-ups and educational explainers with curated links and commentary on AI and games.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
