This newsletter summarises what well-known Hong Kong and US stock market commentators (KOLs) are saying each day, including index levels, sentiment counts and their views on key stocks such as Tencent, Alibaba, NVIDIA and Tesla. It is useful for readers who want a quick digest of market opinion rather than original analysis.
Website: https://fin.alluget.com/
Daily market and economic commentary from Ed Yardeni's research team, backed by charts and data on equities, earnings, and Federal Reserve policy. Weekly video webcasts add deeper discussion, with early access reserved for paid members.
TKer is a newsletter of stock market and economic commentary built around the idea that the market usually goes up. It uses data, charts and historical context to help long-term investors avoid market timing and tune out short-term noise.
Long-term equity research from a former buyside analyst, covering individual companies such as Build-A-Bear and Constellation Brands, with valuation context and capital allocation analysis. Also includes a weekly roundup with a chart and commentary on news affecting companies in the author's investable universe.
Hugo Ferrer, a long-time investor, writes about reading the stock market cycle and investing by momentum, with a focus on market breadth and signals of trend change. Each issue pairs historical analogies with concrete index observations and a cautious, probabilistic outlook.
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