Substacks recommended by Blind Squirrel Macro

Recommended by Blind Squirrel Macro

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.

- Blind Squirrel Macro

Investing on the Spicy Side

By Whirly

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.

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

ETF Shelf

ETF stories with engaging charts, videos, and infographics📊

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

- Blind Squirrel Macro

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!

- Blind Squirrel Macro

Global Threads with Peter Frankopan

By Today's Global Threads

Making sense of a changing world

History and geopolitical mash up joy!

- Blind Squirrel Macro

The Coal Trader

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

Nico AiQ

Misadventures in Shipping

By Ed 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.

- Blind Squirrel Macro

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!

- Blind Squirrel Macro

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Heaps of value ad in (deep) value land

- Blind Squirrel Macro

The Alethea Narrative

By Craig Shapiro

A newsletter that searches for the truth in financial markets while understanding how narratives can help shape investment decisions. This newsletter is for family offices, wealth advisors, and investors who don’t have time to follow every macro twitch

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

- Blind Squirrel Macro

Daniel Peris on Substack

History, Finance, Russia

Always pays dividends!

- Blind Squirrel Macro

The Market House

By Maggie Lake

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!

- Blind Squirrel Macro

FX Poetry

By Andy Fately

Daily macro/FX blog

Great macro content and a welcome break from prose!

- Blind Squirrel Macro

Net Interest

By Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Multi decades of experience on the buy and sell side of the financials sector. Always a good read and the recently launched podcast series has been hugely enjoyable.

- Blind Squirrel Macro

Conks

global monetary mechanics

Not Zoltan. Sexiest ninja in monetary plumbing (I know!)

- Blind Squirrel Macro

Rupak's Substack

By Rupak Ghose

Hedge funds, Financial market structure and fintech

Great writing from a veteran Wall Street analyst.

- Blind Squirrel Macro

Sinocism

By Bill Bishop

Get smarter about China

Bill is an OG on China commentary

- Blind Squirrel Macro

Campbell Ramble

By Alexander Campbell

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

Curve Advisor

Focusing on tail risks.

Curve Advisor is a 'must read' for the 🐿️

- Blind Squirrel Macro

Bruce Mehlman's Age of Disruption

This free newsletter offers a weekly analysis of trends in politics & policy -- six interesting charts each Sunday morning plus one video. We also share invitations to live free events with authors & leaders.

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

- Blind Squirrel Macro

Damped Spring 101

Damped Spring Finance and Investing Substack

Wise counsel in choppy markets.

- Blind Squirrel Macro

Panda Perspectives

This Substack is Sage advice from a cartoon panda on investing in Asia & China Not investment advice, but food for thought!

Excellent read from an expert watcher of Chinese equities.

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

BakStack

By Phil Bak

Capital markets, ETFs, CRE, and the future of asset management.

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

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

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!

- Blind Squirrel Macro

Chris Arnade Walks the World

Dispatches and photos from walks around the world

Here for the photos but the man has stories to tell

- Blind Squirrel Macro

Capital Misallocation

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

My pal Ben breathes markets 24/7

- Blind Squirrel Macro

Open Insights

A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.

OI has been a great resource on the energy trade

- Blind Squirrel Macro

PauloMacro’s Substack

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

Always enjoy the musings of The Cloud Bear

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

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

- Blind Squirrel Macro

Benny and the Squirrel

Coming soon and you are not going to want to miss it!

- Blind Squirrel Macro

YWR: Your Weekend Reading

By Erik@YWR

Improve your investing returns by thinking differently.

Erik defines original thinking. A must read.

- Blind Squirrel Macro

Serious Literary Author

By Daniel Piper

An unprecedented insight into the life of an SLA.

Makes the 🐿️ laugh. A lot.

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

The Last Bear Standing

Original and independent financial analysis.

Great macro thinker.

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

Baiguan - China Insights, Data, Context

Actionable insights for anyone who has a real stake in China

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

- Blind Squirrel Macro

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.

- Blind Squirrel Macro

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!

- Blind Squirrel Macro