Substacks recommended by Paper Alfa

Recommended by Paper Alfa

My personal work. This is not a solicit to sell or buy securities but my passion in talking & sharing about markets & market cycles. This is not financial advice in any way. All my work is proprietary & not for sale. I will not offer any of my codes.

Experience and skin in the game. Exceptional work

- Paper Alfa

Prometheus Research

Systematic Macro Research

all in one detailed macro-economic research. better than any sell-side analysis in my opinion. Diligently presented.

- Paper Alfa

Macro Musings by Danny D

By Danny Dayan

Thoughts about Macro, Markets and Option trading strategies

Great macro thinking. No nonsense analysis.

- Paper Alfa

AP Research

Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.

Jaymes Rosenthal's Substack

Helping new and intermediate traders go from losing to winning through self reflection, unique takes and lessons from my 12+ Year trading journey

MKTCONTEXT

By MktContext

Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

No Rebates

By Christian Alexander

like smoking in bed

Brazil Stocks

By Brazil Investor

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

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.

The little green chicken, knowledgable and insightful on all things, but especially on energy.

- Paper Alfa

Eliant’s Exploits

Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX

Long-time market experience coupled with excellent market vantage points I am not looking at. Excellent.

- Paper Alfa

Maverick Equity Research

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Conks

global monetary mechanics

If you want to know monetary plumbing intricacies and more, this is your go to place. Nobody does it better.

- Paper Alfa

Celeritas Capital

A newsletter about global financial markets. With a focus on macro, biotech and fixed income.

DTI

By Mirko Milito

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

Some great insights and lessons from psychology and trading mentality.

- Paper Alfa

MacroEdge

MacroEdge empowers clients with comprehensive market data and macro research. Our industry experts deliver cutting-edge insights to facilitate data-driven decisions.

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?”

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.

If you want more in depth analysis on upcoming central bank speeches and critical economic data points fx:macro does a tremendous job in covering all aspects. One-stop shop, brilliant.

- Paper Alfa

Alchemist Investment Research

By Alchemist Investor

My personal Substack