A weekly macro and geopolitics roundup from a veteran trader and family office manager, covering bond yields, Fed policy, equity valuations and global events. It also includes occasional side projects such as a history timeline tool and an associated podcast.
Website: https://www.urbankaoboy.com
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.
Employ America publishes macroeconomic data monitors, inflation nowcasts and Federal Reserve commentary tracking US activity and monetary policy. Readers get component-level analysis of PCE inflation, manufacturing data and FOMC expectations.
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.
A macroeconomics-driven newsletter by Nicolas, Head of Research at Vsquared Ventures, examining capital flows, industrial capacity and transatlantic trade between Europe, America and China. Each issue builds a multi-part framework (such as the 'carry trade against itself' and 'three coupled loops') backed by data and charts.
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