Scenarica publishes explanatory pieces on major economic, technology and policy developments, tracing the mechanism behind each and ending with probability-weighted scenarios. Recent issues covered JPMorgan's Bitcoin return forecast, surging airline fares, and an AI-discovered PHP security flaw.
Website: https://scenarica.substack.com
JunkBondInvestor publishes credit analysis of high-yield issuers, including deep dives on capital structures, bond documents and special situations, plus a weekly credit market recap. Readers get detailed, document-based views on distressed and stressed credits such as CoreWeave and Six Flags.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
