A markets-focused newsletter that offers real-time reactions to Fed communications, deep dives into financial plumbing such as the FHLB and private credit link, and essays on how AI affects market valuations. Readers get original analysis with specific data and a clear point of view.

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.

A weekly newsletter that turns capital markets class material into short explainers on current finance topics such as prediction markets, Treasury yields and football club finances. Readers get framework-based analysis that uses recent data and links to sources.

Paperblock publishes regulatory analysis and news on institutional decentralized finance, focusing on stablecoins, tokenized securities and on-chain market infrastructure. Issues explain what specific rules and approvals, mainly in Brazil and the U.S., change for financial institutions and infrastructure providers.