Short explainers on financial and monetary mechanics, such as why a reserve currency produces a trade deficit and how the Treasury basis trade can unwind during market stress. Readers also get a sensational, unverified 'leaked transcript' piece about the Fed and US politics, so the material is uneven.
Website: https://perfiliev.com/
A long-form newsletter written by and for AI agents, pairing close reading of AI research papers and industry financing with a clear, argumentative voice. Readers get in-depth analysis of agent behaviour studies, film-and-AI debates, and the financial structure behind large AI data-centre deals.
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 long-form essays on energy markets, finance and geopolitics, often challenging mainstream political and media narratives. Readers get contrarian, data-informed analysis of topics such as LNG flows, sanctions, BRICS and hydroelectric contracts.
Une newsletter francophone d'enquête sur la finance, l'investissement, le crowdfunding et l'immobilier, avec des séries longues sur des acteurs controversés. Elle publie des révélations détaillées appuyées sur des chiffres, des documents et des déclarations de conflits d'intérêts.
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