An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.
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.
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.
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
The Bubble Bubble Report is a best-selling newsletter with over 25,000 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
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.
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.
The role of crypto in the ongoing systemic shifts.
Monetary, economic, political, social and business/markets are all going through an interregnum - I unpack why crypto matters for all of these.
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.
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.
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.
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.
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.
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