Substacks recommended by AP Research

Recommended by AP Research

@dcpcooks from Twitter

Damped Spring 101

Damped Spring Finance and Investing Substack

Subu Trade

By SubuTrade

Trading large trends/key themes and smaller opportunities in between. Get my Markets Report and follow my trades.

Global Macro Method

Global Macro Method is a collection of research and trade hypothesis that I personally use to trade global macro in futures.

Victaurs

We cover macro, fintech, banks, credit, crypto and spot the turns before they’re public. The sharpest desks already read us, they just don't say it out loud.

Paulsen Perspectives

By Jim Paulsen

A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.

SpearPoint Equity Alpha

By Capital Flows

This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.

Quality Stocks

Join 17,000 investors gaining exclusive insights to master stocks, markets, and smart investing!

PauloMacro’s Substack

My thoughts on global macro, micro, and everything in between

Cluseau Research

PharmD Capital Trading with PharmD_KS

Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader.

Pinebrookcap's Substack

By David Cervantes

My personal Substack

MacroEdge

MacroEdge empowers clients with comprehensive market data and macro research. Our industry experts deliver cutting-edge insights to facilitate data-driven decisions.

InstitutionalFi

Where crypto curiosity meets finance expertise: smart analysis and commentary on Bitcoin, Ethereum, and the intersection of digital assets with institutional markets.

A great follow for all the latest crypto news and developments.

- AP Research

Eliant’s Exploits

Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX

Eliant offers great analysis and insights into the markets and macro.

- AP Research

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Navigating The Market

By Michael J. Kramer

Exclusive Macro Analysis: Tailored for investors seeking clarity on market trends, delivering in-depth research on the interplay between equities, options, flows, FX, rates, and commodities to uncover alpha across asset classes.

Capital Flows

Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.

PiQ's Overnight News Roundup

Your Daily Edge: Overnight Headlines for Traders, Analysts, and Market Observers

Paper Alfa - Macro & More

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

Misadventures in Shipping

By Edward Finley—Richardson

Publicly listed Shipping Companies in Tankers, Offshore Vessels, Dry Bulk, Gas Carriers, and more

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Compounding Quality is the go-to newsletter for everything investing. Their insightful knowledge and excellent writing style make reading enjoyable and educational. We highly recommend subscribing to Compounding Quality to stay up to date.

- AP Research

Deer’s Newsletter

By Deer Point Macro

Macroeconomics

The Running Of The Bulltards

By James Bulltard

The Best Alpha Generator In Finance,I Organize 100+ Of The Day's Oddest Institutional Trades. 5 Trades Highlighted Daily, My Open Book, 1 Best Idea On Sunday,Access To My Custom Database & A Community Chat With 1,500+ Users. 7 Day Free Trial

Fidenza Macro

By Geo Chen

Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.

The Market Mosaic

By Mosaic Asset Company

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

A great newsletter for macro factors, technicals, and market internals. The Market Mosaic also shares some great ideas for trades to watch.

- AP Research

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?”

Maverick Equity Research

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Maverick Equity Research lays out excellent research on value, dividend and growth stocks.

- AP Research

50 on Markets

“When you become comfortable with uncertainty, infinite possibilities open up in your life.” – Eckhart Tolle

My Weekly Stock

I am here to help you succeed in the stock market! Join thousands of investors who receive my momentum market analysis and stock picks every week.

StockOpine’s Newsletter

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Lord Fed's Gazette

Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.

market vibes

By Alyosha

commentary and opinion on trading and markets and an occassional short story

The Last Bear Standing

Original and independent financial analysis.

DTI

By Mirko Milito

Unbiased market analysis, level-headed research, cutting-edge macro insights

Dax Trading Ideas offers great research and analysis of the markets throughout the month.

- AP Research

Market Sentiment

Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.

Market Sentiment is an impressive newsletter with the objective to help you understand and analyse market strategies without speculation. An informative read that is great for anyone wanting to invest in the market.

- AP Research

Cubic Analytics

By Caleb Franzen

Analyzing key data on the economy, the stock market, and Bitcoin.

Caleb Franzen and Cubic Analytics contribute fantastic analysis of macroeconomics, stocks and crypto, focusing on key data and charts.

- AP Research

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.

HFI Research

Contrarian Investment Research - Energy (Oil & Natural Gas)

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Investment Talk provides an in-depth newsletter highlighting valuable insights from the last two weeks. An interesting read for all.

- AP Research

Conks

global monetary mechanics

Concoda is a leading macro economics writer. There is an abundance of knowledge to be gained through his writings.

- AP Research