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 contrarian energy investment newsletter that shares trade theses, position updates and game plans for oil and natural gas, often pairing market data (EIA, IEA) with the author's own portfolio decisions. Readers get detailed, opinionated analysis of oil demand and price signals alongside explicit stock and ETF positions.

A daily-ish commentary on how crypto fits into shifting monetary, geopolitical and market structures, with weekly watchlists of events and papers. Readers get macro framing of bitcoin, stablecoins and money, plus summaries of research such as BIS work on trust and money.

A personal newsletter by a markets practitioner who writes about macro themes such as intergenerational fiscal strain, real versus nominal yields, and a reboot of his trading book shown with risk metrics. It mixes opinionated macro commentary with candid updates on positions, aiming to share the author's thinking rather than neutral news.