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.
Website: https://bobeunlimited.substack.com
A macro and hedge fund author shares his reasoning on short selling, AI-related trades and market signals such as Coreweave's credit spreads. Readers get an inside view of how an experienced investor builds and tests bearish and inflation-related positions.
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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