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Value Degen’s Substack
By Unemployed Value Degen
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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Capital Flows and Asset Markets
By Russell Clark
Hedge funds, macro and short selling.
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Campbell Ramble
By Alexander Campbell
Occasional observations about markets, data, and the broader world.
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Dayrate Duration
By Tommy Lee
Offshore drilling, Deepwater E&P and fixed income markets
“Tommy’s Deepwater Insight takes you below the surface of Deepwater E&P and drilling rigs, surfacing insights that cut through the murk. Whether you're anchored in the industry or just testing the waters, his work helps you navigate the depths with clarity. Dive in and discover what’s beneath.”
— Tetractys Research
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Harbourfront Quantitative Finance
By Nam Nguyen Ph.D.
Delivering actionable tips, strategies, and educational content to help you excel in trading and master quantitative finance concepts. I send out a newsletter once a week. Throughout the week I also publish web-only posts and Notes.
“Nam Nguyen’s newsletter is a game-changer for those who lack the time or resources to digest complex, forward-thinking financial research. He transforms intricate concepts into clear, actionable insights that can shape and refine your methodology. Subscribe to learn from a seasoned professional who makes high-level research accessible to all.”
— Tetractys Research
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Credit from Macro to Micro
By Credit From Macro to Micro
Global Macro, Commodities, Fixed Income (HY)
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The Coal Trader
By Joe Aldina
Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
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Trader Ferg
Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.
“The Trader Ferg publication offers a refreshingly honest look at the markets, focusing on unloved and "uninvestable" sectors where opportunities often hide. With a commitment to transparency, he doesn’t just share successes—he digs into his mistakes, offering invaluable lessons for refining your investment approach. Through detailed trade reviews and a clear investment framework, Ferg provides thoughtful insights for anyone navigating unconventional markets.”
— Tetractys Research
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Ecoinometrics
Original Bitcoin charts and quantitative analysis for investors who follow the market seriously. Understand market cycles, ETF flows and the macro forces shaping price in five minutes.
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Reminiscences of a Shrub Operator
By Le Shrub
A live book on Investing
“Deep insights from a Shrub who speaks in memes—what more could you ask for?”
— Tetractys Research
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The Last Bear Standing
Original and independent financial analysis.
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Citrini Research
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
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Conks
global monetary mechanics
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The MacroTourist
By Kevin Muir
The almost daily email about markets from Kevin Muir.
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PauloMacro’s Substack
My thoughts on global macro, micro, and everything in between
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Apricitas Economics
By Joseph Politano
Data-driven Insights on Economics, Business, Finance, and Public Policy.
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Blind Squirrel Macro
By The Blind Squirrel
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
“They say even a blind squirrel finds a nut sometimes—Rupert Mitchell finds the whole tree. 🐿️ Rupert’s not your typical Wall Street rat—he’s the kind of helpful rodent who sniffs out market acorns while dodging the traps of overconfidence.”
— Tetractys Research
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Doomberg
A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.
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Energy Flux
By Seb Kennedy
Energy Flux is now hosted on Ghost at www.EnergyFlux.news The Substack newsletter is inactive, so don't sign up here. Go to www.EnergyFlux.news If you sign up here your email address will at some point be migrated over to the Ghost site
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