Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
The Bubble Bubble Report is a best-selling newsletter with over 24,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
A daily companion newsletter for SPX/ES Traders offering accurate daily levels, an actionable trade plan, a comprehensive process, and insight into the art and science of trading from the perspective of a professional trader.
The inspiration behind my ES short term trading strategy
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.
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.
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.
A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
Market commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo.
Asia impacts global equities, bonds, currencies and commodities - find out how.
The Substack of Arthur Hayes, Chief Investment Officer of Maelstrom, co-founder and former CEO of BitMEX, a faithful disciple of the one true god Satoshi, and all around mother fucker.
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.
Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
Curating financial data, research & commentary to bring you the macro themes at play in markets today. Join 15,000+ daily readers!
This publication is on pause as of July 2024 to focus on our AI product.
Your morning financial markets briefing. Highlights from the previous day, macro themes at play and a look ahead to upcoming key events.
This publication is on pause as of July 2024 to focus on our AI product.
Interested in a Career in Finance?
Learn about the industry from market professionals. We discuss the institutions, the businesses, the roles and the opportunity.
Sign up to Develop your Career in Finance.
