An independent macro analyst shares direct, opinionated takes on markets, covering the Brazilian election, cross-asset 'Rolling Blowouts' dynamics, and oil positioning. Readers get a personal point of view on risk-off risk and crude regime shifts, though the excerpts are short and light on hard data.
Website: https://paulomacro.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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
