Substacks recommended by Macro-to-Micro by Samantha LaDuc

Recommended by Macro-to-Micro by Samantha LaDuc

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.

Jesse gets bubbles. Time to follow closely.

- Macro-to-Micro by Samantha LaDuc

The Pareto Investor

Stop settling for average returns. Invest smarter with Pareto Principle!

Active Investor with trend-following focus.

- Macro-to-Micro by Samantha LaDuc

Brazil Investor

Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.

MS alum focused on opportunities in Brazil

- Macro-to-Micro by Samantha LaDuc

A Havenstein Moment.

By Rudy Havenstein

It's not schadenfreude, it's déjà vu.

Pithy.

- Macro-to-Micro by Samantha LaDuc

Buy the Rumor; Sell the News

By Dave Friedman

A semi-daily report about the practical, real-world applications of AI, with a dash of speculation

Unusualwhales Newsletter

By Unusual Whales Newsletter

A newsletter about financial markets, equities, derivatives, options, and macro topics. Subscribe to learn how markets work and how to trade them for free every Wednesday, as well as a market update and outlook every Sunday!

Who doesn't want to know what Congress is trading?

- Macro-to-Micro by Samantha LaDuc

CalculatedRisk Newsletter

By CalculatedRisk Real Estate News

Real Estate Data and Analysis

All Things Housing

- Macro-to-Micro by Samantha LaDuc

Be Water

Multiflation • Choice, Not Chance • Investing • Process • Macroeconomics • Financial & Economic History

My favorite writer on Substack - who knew you could make financialization of markets read like a fiction. Oh, wait...

- Macro-to-Micro by Samantha LaDuc

Inside China / Business

By Kevin Walmsley

For business professionals and executives doing business with China

Kevin does excellent due diligence on China - rec'd his YT channel as well

- Macro-to-Micro by Samantha LaDuc

GoldFix

By VBL

Capital markets recap, commentary, and analysis for evolving traders

All things finance, but especially gold.

- Macro-to-Micro by Samantha LaDuc

Fuelforethought

By Anne Keller

Energy Matters - join me in the "search for 42" in the energy space. With 8 billion people on this planet, every molecule matters, to our lives, and our portfolios.

Anne is brilliant and synthesizes data into context in the energy space better than most.

- Macro-to-Micro by Samantha LaDuc

The Lead-Lag Report

By Michael A. Gayed

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

There are few like Michael... so tireless and so prolific a poster!!

- Macro-to-Micro by Samantha LaDuc

JATS™ QUANT TERMINAL

By Julie Wade

Julia has done the hard work of analyzing options on higher time frames and issues automated levels on futures.

- Macro-to-Micro by Samantha LaDuc

The Informationist

By James Lavish

Inside the decisions that move markets

James is a clear communicator on all things macro.

- Macro-to-Micro by Samantha LaDuc

Kaoboy Musings

By UrbanKaoboy

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

Prescient macro musings.

- Macro-to-Micro by Samantha LaDuc

The Coastal Journal

Knowledge is the edge. The Coastal Journal delivers economic, financial, and market analysis grounded in Austrian economics and forensic accounting.

Economic/Fundamental analysis & thoughts.

- Macro-to-Micro by Samantha LaDuc

Darkly Energized Blog

Software + markets + AI — tools for the individual. Darkly Energized LLC. Writing the long-form behind darkmux, ProactiveAgent, and the DE liquidity platform.

Detailed Fed Liquidity analysis & charts.

- Macro-to-Micro by Samantha LaDuc

YWR: Your Weekend Reading

By Erik@YWR

Improve your investing returns by thinking differently.

Insightful prose on markets + the madness they drive

- Macro-to-Micro by Samantha LaDuc

Velina Tchakarova

At FACE, Velina Tchakarova utilizes her extensive network of experts and real-world experience to offer customized solutions for clients to navigate the geopolitical landscape and make informed decisions.

Pleroma Capital

We deliver original logic maps on emerging structural shifts and second-order effects in geopolitics and financial markets. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Tech MNCs (CFO). Expert stuff only.

Bi-lingual hedge fund with good macro/geopolitical takes from Asia.

- Macro-to-Micro by Samantha LaDuc

Campbell Ramble

By Alexander Campbell

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

Neil’s Newsletter

By Neil Sethi

A site dedicated to providing information on markets, the economy, and stuff that impacts them with a goal of giving back. All subscription proceeds go to charities selected by subscribers at year-end.

Semiconductor Things™

By Michael Spencer

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

Who doesn't want to stay up-to-date on AI, semis & datacenter innovation?

- Macro-to-Micro by Samantha LaDuc

The Hermit

By Alejandro Yela

More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.

Shares his hedge fund portfolio picks & track record.

- Macro-to-Micro by Samantha LaDuc

Phantom Directive

By Phantom Pain

I traded markets until I realized the real manipulation wasn’t financial. It was narrative. I track the forces that move money, war, and media and reveal what you’re not meant to see.

Stay-At-Home Macro (SAHM)

By Claudia Sahm

My goal is to make economic policy and macroeconomics better.

Economist & creator of recession tell (SAHM).

- Macro-to-Micro by Samantha LaDuc

Capital Wars

By Michael Howell

Global Liquidity Insights

Michael Howell knows & explains global liquidity better than most.

- Macro-to-Micro by Samantha LaDuc

Fr. Emmanuel Lemelson: Against The World

Orthodox priest. Activist investor. Dissident voice exposing corruption in Wall Street, Washington, and the Church.

The most repressed, underrated & important voice in social media who shines light into the dark place of financial markets, politics & culture. Also, awesome analyst & HF manager I've followed for years.

- Macro-to-Micro by Samantha LaDuc

Bitcoin Beelzebub Newsletter

By Bitcoin Bealzabub Newsletter

This newsletter is focused on Bitcoin, Liquidity, Macro, and Traditional Finance. The updates are compiled with input from my favorite macro analysts, Fin-twit, and my own technical analysis on markets that I try to put into layman's terms.

Fab shares on TGA/Treasury liquidity & his bitcoin/macro analysis.

- Macro-to-Micro by Samantha LaDuc

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

Summaries of company earnings reports & key money quotes.

- Macro-to-Micro by Samantha LaDuc

Big Cycle Investing

By Namzes

Market cycles analysis focusing on providing forward roadmap with key turn dates, to support investment process, while limiting drawdowns. SP500, NASDAQ, Commodities, Bitcoin, Ethereum, crypto. For educational purposes only - not financial advice.

Haymaker

By The Haymaker Team

Policy misbehavior focus from Gavekal-Research roots.

- Macro-to-Micro by Samantha LaDuc

Tiger Capital Research

Daily： I. 1-3 Alpha Trading Insights if Alpha Exists II. 1-3 Market Reading Article Weekly: I. 1-2 Long Term Alpha Ideas if Alpha Exists II. Weekly Live Portfolio Update III. Research Papers Deep Drive

From daily market news summaries to portfolio investment ideas & research

- Macro-to-Micro by Samantha LaDuc

The Finance Blueprint

I think personal finance is no longer limited to one country. It’s global. I help you navigate the financial world that was made confusing on purpose and make it easier to understand.

Weekly newsletter of major market moving news with side of memes

- Macro-to-Micro by Samantha LaDuc

Metals and Miners

Metals, Miners, Finance & the Economy at-large | Subscription details posted on our About page

Excellent shares & podcasts on all THINGS over paper.

- Macro-to-Micro by Samantha LaDuc

The Unicus Investor

By Unicus Research

The Unicus Investor newsletter invites you to seek investment value by taking the less crowded path. We offer insights from our industry sources and relevant, consumable bites of investment insights.

Deep-dive fundamental short reports & industry trends.

- Macro-to-Micro by Samantha LaDuc

Adam Taggart's Thoughtful Money®

Actionable insights on building wealth from the world's top money experts

Thoughtful dialogue and discussions.

- Macro-to-Micro by Samantha LaDuc

Marquee Finance by Sagar

By Sagar Singh Setia

Demystifying The Macro Universe With An Unbiased View!

Generous macro analyst with a unique point of view.

- Macro-to-Micro by Samantha LaDuc

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 ...

Solid intermarket & macro/economic charts.

- Macro-to-Micro by Samantha LaDuc

CPI Edge

By dragon1

CPI Edge

Inflation tracker & economic data analysis.

- Macro-to-Micro by Samantha LaDuc

Lines On A Chart

By tom

A weekly letter sharing S&P 500 market thoughts and ideas. Managing a portfolio through the lens of technical analysis-- drawing lines on a chart.

Technical analysis is both art & science. Tom does it well.

- Macro-to-Micro by Samantha LaDuc

Trend & Trigger, by Trading Volatility

We connect macro narratives, technical trends, and options flow signals into trades you can act on.

Jay does great work on gamma analysis for VIX trading.

- Macro-to-Micro by Samantha LaDuc

Money Machine Newsletter

The only newsletter that uses AI to monitor 1,000+ backchannels for world-class investors' alpha. 5 high-probability trades delivered to your inbox every Monday before the bell.

Stock picking machine

- Macro-to-Micro by Samantha LaDuc

The Next Economy by Florian Kronawitter

The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free

Deep-dive macro investment themes.

- Macro-to-Micro by Samantha LaDuc

Pippa's Pen & Podcast

By Dr Pippa

Bubbling with fresh ideas on the world's economy.

Expert prognosticator & analyst on geopolitics, economy & tech trends.

- Macro-to-Micro by Samantha LaDuc

The Pragmatic Optimist

By Amrita Roy

The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.

Solid thought leadership and likes my stuff.

- Macro-to-Micro by Samantha LaDuc

Me and the Money Printer

By Garrett Baldwin

Me and the Money Printer explains how liquidity, incentives, and momentum move markets and tracks daily momentum models so readers can trade with the tide. Garrett also explores the global financial markets with the reverence they deserve: None.

Fab resource for premarket analysis on market & macro conditions to start your day!

- Macro-to-Micro by Samantha LaDuc

The Rotation Report

By Aaron Jackson

There is constant rotation in the financial markets. We're here to talk about it

Aaron is sassy. And finds cool sector rotation themes.

- Macro-to-Micro by Samantha LaDuc

John Navin's Newsletter

Stocks and stock markets. Price chart analysis. Not investment advice. For educational purposes only.

I like John's Technical Analysis on stocks & markets.

- Macro-to-Micro by Samantha LaDuc

MacroEdge

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

macro data done well. team mindset.

- Macro-to-Micro by Samantha LaDuc