David Cervantes writes a market newsletter from Pinebrook Capital covering policy, the economic cycle and markets, with detailed trade reviews, base-rate analysis of semiconductor drawdowns and AI credit stress. Readers get specific, numbers-driven positioning arguments and candid self-review of past trades.
Website: https://www.pinebrookcap.com
Aswath Damodaran, a finance professor, writes long data-driven posts on markets, interest rates, corporate earnings and valuation. Readers get charts, historical context and reasoned analysis of current market events and business questions such as venture capital incentives.
A finance blog from the Financial Times offering witty, skeptical commentary on markets, the AI investment boom and financial oddities. Issues mix current news with historical context and dry humour, such as the history of spread betting and AI company hype.
A weekly data-driven crypto research newsletter from Coin Metrics analysts, covering on-chain and market data on topics like stablecoins, DeFi lending, prediction markets and memecoins. Each issue presents key takeaways backed by charts and quantitative methods such as regression and survival analysis.
Essays that connect AI, markets and technology to history, philosophy and psychology, such as how a piece of speculative fiction moved stocks or what DeepSeek's memory paper says about thinking versus remembering. It also includes an annual set of open questions about where software and AI agents are heading.
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