Subscribe
Sign in
Home
Portfolio
Primers
Thematics
Macro Monitor
Chartbooks
About
Recommended by AP Research
Curated by 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?”
Subscribe
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.
Subscribe
Cassandra Unchained
By Michael Burry
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Subscribe
HFI Research
Contrarian Investment Research - Energy (Oil & Natural Gas)
Subscribe
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
Subscribe
Capital Flows
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
Subscribe
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
Subscribe
Global Macro Method
Global Macro Method is a collection of research and trade hypothesis that I personally use to trade global macro in futures.
Subscribe
Aurelion Research
Independent investment research on global equities and commodities.
Subscribe
PA - Global Macro
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.
Subscribe
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
Subscribe
BlacklionCTA Substack
By Brent @Blacklioncta
My personal and finance/trading Substack
Subscribe
DCP cooks
@dcpcooks from Twitter
Subscribe
50 on Markets
“When you become comfortable with uncertainty, infinite possibilities open up in your life.” – Eckhart Tolle
Subscribe
APFX Research
By AP Research
Institutional FX and rates research
Subscribe
Conks
global monetary mechanics
“Some of the best independent work published on rates, liquidity, and the plumbing of financial markets. Complex subjects made genuinely useful. Not to put too much pressure on him, but the second coming of Zoltan Pozsar appears to be progressing nicely.”
— AP Research
Subscribe
Misadventures in Shipping
By Edward Finley—Richardson
Publicly listed Shipping Companies in Tankers, Offshore Vessels, Dry Bulk, Gas Carriers, and more
Subscribe
Prometheus Research
Systematic Macro Research
Subscribe
Macro Charts
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
Subscribe
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
Subscribe
Market Sentiment
Market Sentiment is focused on one question: when AI makes intelligence cheap, which companies stand to benefit? Subscribe to get company and thematic deep dives, earnings updates, and our model portfolio (+54% YTD).
“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
Subscribe
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.
Subscribe
Deer’s Newsletter
By Deer Point Macro
Macroeconomics
Subscribe
market vibes
By Alyosha
commentary and opinion on trading and markets and an occassional short story
Subscribe
PauloMacro’s Substack
My thoughts on global macro, micro, and everything in between
Subscribe
Navigating The Market
By Michael J. Kramer
Connecting economic trends, money flows, and market signals to help investors understand what’s driving stocks and where risks and opportunities may be developing.
Subscribe
Reminiscences of a Shrub Operator
By Le Shrub
A live book on Investing
Subscribe
Rhodie House options Intelligence
By Rhodie House Options Intel
Real-time institutional options flow — decoded, ranked, and interpreted by someone who spent 35 years on the inside
Subscribe
Damped Spring 101
Damped Spring Finance and Investing Substack
Subscribe
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.
Subscribe
David Cervantes | Pinebrook Capital
Policy, the cycle and markets.
Subscribe
The Running Of The Bulltards
By James Bulltard
The Best Alpha Generator In Finance,I Organize 150+ Of The Day's Oddest Institutional Trades. 5 Trades Highlighted Daily, My Open Book,Access To My Database With Many Custom Tools & A Community Chat With 2,600+ Users. 7 Day Free Trial
Subscribe
Cluseau Research
Cluseau Research
Subscribe
OnlySOFRs
Institutional plumbing for the terminally online. Chasing alpha in the rates complex while trying not to blow up. Not financial advice, just therapy.
Subscribe
Subu Trade
By SubuTrade
Trading large trends, key themes, and smaller opportunities in between. Get my free research.
Subscribe
PiQ's Overnight News Roundup
Your Daily Edge: Overnight Headlines for Traders, Analysts, and Market Observers
Subscribe
The Last Bear Standing
Original and independent financial analysis.
Subscribe
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts