A weekly macro market report covering rates, the dollar, gold, Bitcoin and economic data releases, with a free preview and the full breakdown reserved for paying members. It frames each week around a contrarian take on market moves and promotes a scored track record of its calls.
Website: https://rebelcapitalist.com
Chartbook is Adam Tooze's newsletter on economics, geopolitics and history, offering longer and more freewheeling analysis than his journalism. Recent issues feature curated top links alongside essays on topics like US current account and AI investment, Treasury markets, Indonesia's economic crisis, and historical episodes.
Groundbreaker is a finance newsletter that argues today's AI boom mirrors the 2006-2008 subprime mortgage crisis, using analysis of reset schedules, price dynamics, and earnings quality. Readers get a contrarian, historically grounded framework for judging whether apparently cheap, growing AI-sector valuations hide the same kind of borrowed or unsustainable earnings.
Daily market and economic commentary from Dr. Ed Yardeni's research team, built around charts, data and a weekly video webcast. It covers Federal Reserve policy, stock market valuation and earnings, and the macro outlook.
Kevin Erdmann analyses US housing costs, construction and rents against broader macroeconomic trends such as inflation, interest rates and investment. Readers get a data-driven argument that housing supply constraints, not demand, drive prices, along with monthly updates on residential construction.
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