A markets newsletter from Unusual Whales covering earnings calendars, options flow analysis, and weekly market outlooks. Issues include trade breakdowns of unusual options activity with specific contract details and reasoning.
Website: https://unusualwhales.substack.com
Conks covers the plumbing of global money markets, with daily data snapshots on Treasury bill and coupon auctions, the Treasury General Account, bank reserves, Fed operations and repo benchmark rates. It also publishes longer analytical pieces and infographics on topics such as repo market structure, central clearing and the Treasury basis trade.
A macroeconomics newsletter examining the global economy and financial markets through data revisions, bond yields and central bank policy. Readers get detailed, data-driven analysis that challenges official statistics and explains what the numbers imply.
A macro and hedge fund author shares his reasoning on short selling, AI-related trades and market signals such as Coreweave's credit spreads. Readers get an inside view of how an experienced investor builds and tests bearish and inflation-related positions.
Michael Green, founder of Tier1 Alpha Asset Management, writes essays on financial markets, passive investing and the societal effects of AI. Readers get opinionated, historically informed commentary plus updates on his new investment firm.
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