Henrik Zeberg, a macro strategist, argues through a proprietary framework that the Fed is leaning against an equity bubble and that a market top may follow a final rally over the coming weeks. Readers get a directional macro market call built on bond yields, labor data and historical analogies, with the framework itself presented more as assertion than shown work.
Website: https://henrikzeberg.substack.com
A weekly crypto newsletter for Indian traders that breaks down Bitcoin market moves, liquidation events and macro drivers, with trading lessons and scam alerts. Readers get dated, numbers-backed explanations of why prices move and corrections of earlier calls.
Potato Capital Research publishes institutional-style equity research, macro strategy and derivatives trade ideas, with issues covering tail risk and sizing, a deep-value case on Cal-Maine Foods, and bond-market term premium and cost of capital. Readers get numbers-driven analysis of portfolio risk, valuation and hedging framed around scenarios and downside paths.
A French-language commodities and value investing newsletter that contrasts market data with prevailing narratives, with recent issues on uranium contract prices and Chilean copper output decline. Readers get data-driven macro analysis of raw materials and financial markets, with sourced figures from industry bodies.
A weekly newsletter from a former Fidelity advisor offering macro and crypto market analysis, centred on one pick per week from his rules-based model portfolios. Each issue sources its own numbers and mixes stock-level reasoning with commentary on consumer data and market narratives.
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