Substacks recommended by AP Research

Recommended by AP Research

The Last Bear Standing

Original and independent financial analysis.

Cluseau Research

50 on Markets

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

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

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

Capital Flows

Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.

Victaurs

Institutional-grade stock research that actually says what it thinks. Proven hit rates. Backed by the Vault for hallucination-free analysis.

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

David Cervantes | Pinebrook Capital

Policy - Driven Profit Strategist

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 2,000+ Users. 7 Day Free Trial

Misadventures in Shipping

By Ed Finley—Richardson

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

PiQ's Overnight News Roundup

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

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

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.

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.

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

market vibes

By Alyosha

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

Aurelion Research

Independent equity research on global equities and commodities. Aurelion Index: +90% since July 2025.

HFI Research

Contrarian Investment Research - Energy (Oil & Natural Gas)

APFX Research

By AP Research

Institutional FX and rates research

PauloMacro’s Substack

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

OnlySOFRs

Institutional plumbing for the terminally online. Chasing alpha in the rates complex while trying not to blow up. Not financial advice, just therapy.

Global Macro Method

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

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.

Navigating The Market

By Michael J. Kramer

In-depth macro research on liquidity, credit spreads, and volatility that helps investors understand market trends and identify opportunities across asset classes.

Damped Spring 101

Damped Spring Finance and Investing Substack

PA - Global Macro

By Paper Alfa

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.

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.

BlacklionCTA Substack

By Brent @Blacklioncta

My personal and finance/trading Substack

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?”

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Market Sentiment

Deep research into the bottlenecks of the AI world.

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

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

Subu Trade

By SubuTrade

Trading large trends, key themes, and smaller opportunities in between. Get my free research.

@dcpcooks from Twitter

Deer’s Newsletter

By Deer Point Macro

Macroeconomics