Written by the founder of Azuria Capital, this newsletter shares personal macro investing views, market commentary and charts, with a focus on Brazil, precious metals and the dollar. Readers get the author's market positioning and reasoning, though the excerpts lean on confident calls rather than detailed evidence.
Website: https://tavicosta.substack.com
A daily quantitative finance newsletter covering market structure, derivatives and systematic strategies, with worked explanations such as leveraged ETF rebalancing, implied correlation and trend-following persistence. It gives readers concrete mechanisms and numbers behind current market moves.
A hedge fund macro writer shares views on the AI trade, CoreWeave, commodities and bond yields, and explains his framework for short selling. Readers get a practitioner's reasoning about market positioning, supply and demand cycles, and risk.
A daily newsletter in which veteran macro investor Bob Elliott shares his views on market dynamics, covering oil, AI valuations and China. Readers get a macro investor's interpretation of current market events rather than a news recap.
Macro Ops Research publishes market commentary combining fundamental, sentiment and technical analysis to flag macro themes and trade ideas, including portfolio positions and risk signals. Readers get a running view of macro positioning, big-bet theses and weekly data previews, alongside some reflective pieces on investing psychology.
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