Motion and Madness publishes data-driven analysis of financial markets and the AI economy, with a focus on how AI infrastructure is financed through debt and whether holding cash to wait for market dips pays off. Readers get quantified research on credit spreads, bond issuance, S&P 500 backtests and concentration trends in AI spending.
Website: https://www.motionandmadness.com
A newsletter by an options trader that applies financial theory, especially volatility and risk, to trading, AI tools, education, and parenting. Issues mix detailed trade write-ups and educational explainers with curated links and commentary on AI and games.
Adam Tooze's newsletter curates and comments on daily links across economics, geopolitics and economic history, from tariffs and inflation to the AI boom's effect on the US current account. Each issue pairs current macro and market items with historical and intellectual-history threads and an art image.
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
A daily briefing that explains the biggest Indian market and business stories, covering what happened and why it matters. Each issue digs into two or three topics such as lending, regulation, commodities and policy, and is also available as podcast and video.
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