Substacks recommended by The Blind Squirrel

Recommended by The Blind Squirrel

A home office's search for alpha in parts of the public capital markets where most investors can't, or won't go. At least until later.

Has been hiding his knowledge in my DMs for too long! Now making it available to all.

- The Blind Squirrel

Damped Spring 101

Damped Spring Finance and Investing Substack

Wise counsel in choppy markets.

- The Blind Squirrel

TMacro06

My Personal Substack

Been around the block and back in commodities

- The Blind Squirrel

Maggie’s Substack

By Maggie Lake

My personal Substack

Even if you managed to catch Maggie’s show live, her wrap up reports make terrific reading. If you did not catch the show, they are invaluable!

- The Blind Squirrel

Global Threads with Peter Frankopan

By Today's Global Threads

Making sense of a changing world

History and geopolitical mash up joy!

- The Blind Squirrel

Panda Perspectives

By Leonid Mironov

My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my personal Substack on investing in Asia & China Not investment advice, but food for thought!

Excellent read from an expert watcher of Chinese equities.

- The Blind Squirrel

Oil not dead

By Oil not Dead

A journey through the oil markets from the physical perspective. We take a look at barrels moving

On the pulse of the physical markets

- The Blind Squirrel

SAI (Sino Auto Insights) Weekly

By Tu Le

Weekly roundup of news coming out of the 🇨🇳 (China) electric vehicle, autonomous vehicle, battery, advanced driving asist systems (ADAS) and chip / silicon sectors and what it means for rest of the world.

Tu has just migrated his excellent weekly note on Autos/Tech/China to Substack. It's a great read.

- The Blind Squirrel

Macro Charts

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

Outstanding charts and analysis from a market veteran

- The Blind Squirrel

PauloMacro’s Substack

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

Always enjoy the musings of The Cloud Bear

- The Blind Squirrel

StreetSmarts

By MarketLab

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

Just came across StreetSmarts. An excellent daily note with original and interesting content.

- The Blind Squirrel

Rupak's Substack

By Rupak Ghose

Themes in business and financial market structure

Great writing from a veteran Wall Street analyst.

- The Blind Squirrel

Brazil Stocks

By Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Helping me think through what I see as a fantastic long term opportunity in Brazilian equities. Thoughtful research!

- The Blind Squirrel

The ETF Shelf

ETF stories with engaging charts, videos, and infographics📊

Have just discovered ETF Shelf. Terrific content and graphics. The 🐿️ is a fan!

- The Blind Squirrel

Bruce Mehlman's Age of Disruption

This newsletter offers (1) quarterly analyses of trends in politics & policy, (2) six interesting charts from the week each Sunday morning & (3) invitations to live events with new authors & leaders.

Bruce's quarterly decks on politics and policy are a must read!

- The Blind Squirrel

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Always want to hear what my friend Le Shrub has to say!

- The Blind Squirrel

Baiguan - China Insights, Data, Context

Actionable insights for successful China-related business and investment

Robert and team are a great read for anyone spending time thinking about Chinese markets. The 🐿️ is a fan!

- The Blind Squirrel

Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Always enjoy Brad's excellently researched commentary on Tesla and the auto sector.

- The Blind Squirrel

The Merciless Trade

By Eric S Lipchus of The Merciless Trade

Weekly reports on the Market, Stocks, Bonds, Crypto, and everything trading. I am triangulating the markets, data, and events to streamline the week ahead.

Great weekly wrap with strong technical analysis.

- The Blind Squirrel

Serious Literary Author

By Daniel Piper

An unprecedented insight into the life of an SLA.

Makes the 🐿️ laugh. A lot.

- The Blind Squirrel

Misadventures in Shipping

By Edward Finley—Richardson

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

Ed is the Meme Lord of things that float. Learn something from every post.

- The Blind Squirrel

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Heaps of value ad in (deep) value land

- The Blind Squirrel

Marcus on AI

By Gary Marcus

"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future

Essential reading!

- The Blind Squirrel

Not Your Advisor

By not your advisor by NYUGrad

Daily Podcast on stocks w/no ads, no politics! Substack Featured 3x + Substack Best Seller! Full length podcast episodes w/ show notes | Premium chat room | Trade setups | Watch lists

Enjoy NYUGrad's sharp daily market wraps.

- The Blind Squirrel

fx:macro

By FXMacroGuy

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

Great weekly overview of global macro - complete with analysis of central bank statements and well argued views on key FX pairs.

- The Blind Squirrel

Daniel Peris on Substack

History, Finance, Russia

Always pays dividends!

- The Blind Squirrel

3-Circle Investments by The Bear Traps Report

By Craig Shapiro

A newsletter that searches for the truth in financial markets and understands how narratives can help shape investment decisions.

Craig's insights on macro and industrials markets are a terrific read.

- The Blind Squirrel

Curve Advisor

Focusing on tail risks.

Curve Advisor is a 'must read' for the 🐿️

- The Blind Squirrel

market vibes

By Alyosha

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

Beautifully written pearls of wisdom twice a day from a market veteran who has seen all the tricks.

- The Blind Squirrel

Macro Is Dead

By Peter Farac

A detailed obituary to macro trading. A deep-dive into when, why and how it died.

Peter is one of my absolute favourite analysts on STIR markets. Beautifully written. I always learn something new.

- The Blind Squirrel

Super-Spiked

By Arjun Murti

Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities

Arjun's multi-decade perspectives from covering the E&P sector are invaluable.

- The Blind Squirrel

Capital Flows and Asset Markets

By Russell Clark

Hedge funds, macro and short selling.

Russell's notes and videos are incredibly thoughtful. He explores differentiated macro themes which I find incredibly useful as a source of trade ideas.

- The Blind Squirrel

Chris Arnade Walks the World

Dispatches and photos from walks around the world

Here for the photos but the man has stories to tell

- The Blind Squirrel

Mateen's Newsletter - Discuss The Tape

By Mateen Chaudhry

Views on global markets and politics, with a special focus on the Japanese equity market, by a well-travelled former investment banker turned entrepreneur.

My pal know his Japanese stonks!

- The Blind Squirrel

FX Poetry

By Andy Fately

Daily macro/FX blog

Great macro content and a welcome break from prose!

- The Blind Squirrel

BakStack

By Phil Bak

Capital markets, fintech, startups & personal growth.

Phil always makes me think and his meme game is best in class!

- The Blind Squirrel

The Last Bear Standing

Original and independent financial analysis.

Great macro thinker.

- The Blind Squirrel

YWR: Your Weekend Reading

By Erik@YWR

Improve your investing returns by thinking differently.

Erik defines original thinking. A must read.

- The Blind Squirrel

Commodity Context

By Rory Johnston

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Rory's coverage of the oil and energy markets in encyclopedic and exceptionally well written.

- The Blind Squirrel

DTI

By Mirko Milito

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

Value Situations

By Conor Maguire

Value Situations in Public Equities

Conor's long form research write ups are best in class. I have 2 names (OCI and TE) in the portfolio that I discovered via him.

- The Blind Squirrel

Campbell Ramble

By Alexander Campbell

Occasional observations about markets, data, and the broader world.

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and other Special Situations.

Very thoughtful analysis

- The Blind Squirrel

Capital Misallocation

Capital Markets, Capital Misallocation, Trade Ideas, and Random Musings

My pal Ben breathes markets 24/7

- The Blind Squirrel

Pinecone Weekly Brief

By Chase Taylor

What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter

This is the free summary. I subscribe to Chase's (paid) Cascade and Emerald letters. One of the best!

- The Blind Squirrel

LATAM STOCKS

By LATAM Stocks by Patrick Flood

Investment analysis of publicly traded companies in Latin America. Join our community of investors interested in Latin America.

Patrick has put together some great interviews on LatAm investing. Your 🐿️ even showed up for one!

- The Blind Squirrel

Open Insights

A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.

OI has been a great resource on the energy trade

- The Blind Squirrel

HFI Research

Contrarian Investment Research - Energy (Oil & Natural Gas)

I am a very happy subscriber to HFI - a fabulous source of analysis and ideas on energy markets.

- The Blind Squirrel

The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Cliffs Notes for earnings season. A huge timesaver.

- The Blind Squirrel

The Curse of Knowledge

By Steve Hemingway

First, that picture is not of me. Second, my posts are on things like economics, politics, investing, programming in a combination that's very unlikely to appeal to anyone. Third, I don't generally mail out my posts: you have to read them here.