Substacks recommended by Macro-to-Micro by Samantha LaDuc

Recommended by Macro-to-Micro by Samantha LaDuc

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

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

Across The Spread

By Weston Nakamura

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.

BOJ cannot run & it cannot hide from Weston.

- Macro-to-Micro by Samantha LaDuc

Parallel Systems

By Parallel Mike

Mike is an organic farmer, investor and host of the Parallel Systems Broadcast and Parallel Mike Podcast.

Great guy, podcast & gold-focused newsletter!

- 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

The Hermit

By Alejandro Yela

Institutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.

Shares his hedge fund portfolio picks & track record.

- 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

Global21

Patrícia Marins

Patricia is a geo-political wiz & trusted source on all things Iran War. We are so lucky to have her here!!

- 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

Sinocism

By Bill Bishop

Get smarter about China

All Things China

- Macro-to-Micro by Samantha LaDuc

The Bubble Bubble Report

By Jesse Colombo

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

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). Multinational Corps. (CFO). No LLMs. Expert stuff only.

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

- Macro-to-Micro by Samantha LaDuc

Money Machine Newsletter

Market-beating stocks in a 5-min read. Picked by elite traders. Delivered every Monday to your inbox before the market opens.

Stock picking machine

- Macro-to-Micro by Samantha LaDuc

LongYield

Our content includes: in-depth company/industry analysis (Business Deepdives), summaries of earnings calls (Earnings Calls Summaries), and analysis of US/European economies (Economic Reports).

Great earnings reviews & fundamental takes.

- Macro-to-Micro by Samantha LaDuc

Macro Mornings 💡

By Alessandro (Macro Strategist)

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

A young buck with a thirst for deep dives in all things macro.

- 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

CalculatedRisk Newsletter

By CalculatedRisk Real Estate News

Real Estate Data and Analysis

All Things Housing

- Macro-to-Micro by Samantha LaDuc

Macro Is Dead

By Peter Farac

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

Peter shares my views, which can be contrarian, but not for contrarian sake. For both reasons, I like his style.

- Macro-to-Micro by Samantha LaDuc

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

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

Beyond the Ideological

By Zineb Riboua

“All beings share a common world, but each creature has its own way of perceiving this world.” ― Montaigne “It is clear that the world is purely parodic, that each thing seen is the parody of another, or is the same thing in a deceptive form.” ― Bataille

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

FX Hedge Newsletter

Economics, finance plus everything they won't mention in the obsolete mainstream media.

Great memes and reporting on global FX

- Macro-to-Micro by Samantha LaDuc

Campbell Ramble

By Alexander Campbell

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

GoldFix

By VBL

Capital markets recap, commentary, and analysis for evolving traders

All things finance, but especially gold.

- 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

CWS Market Review

By Eddy Elfenbein

Your guide to financial success

Eddy has market thoughts & trend plays I like.

- Macro-to-Micro by Samantha LaDuc

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

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

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

SmartReversals’ Trading Compass

Join 28K+ traders to receive 3 premium publications per week analyzing indices, magnificent 7, crypto, metals and megacaps. I post daily levels for founding members.

Consistently-deliverd Technical, Fundamental and Macro analysis

- Macro-to-Micro by Samantha LaDuc

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

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

Macrolens

By Brian McCarthy

Global macro with a focus on China

Brian is a gem AND really dialed in on US/China

- 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

Haymaker

By The Haymaker Team

Policy misbehavior focus from Gavekal-Research roots.

- Macro-to-Micro by Samantha LaDuc

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

Must Follow. It's Craig - our MacroAdvisor EDGE Manager!

- Macro-to-Micro by Samantha LaDuc

The Informationist

By James Lavish

A simple walk down Wall Street

James is a clear communicator on all things macro.

- Macro-to-Micro by Samantha LaDuc

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

The Finance Blueprint

I think finance was made confusing on purpose. I hand you the money manual nobody gave you — plain English, zero shame.

Weekly newsletter of major market moving news with side of memes

- Macro-to-Micro by Samantha LaDuc

Japan Economy Watch

By Richard Katz

Mostly about Japan, but also international trade and US economic policy

Richard is an expert on BOJ & Japan.

- 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

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. 1 Weekly Live Portfolio Update III. 1 Research Paper Deep Drive

From daily market news summaries to portfolio investment ideas & research

- 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

OPTIONTELLER

By Samantha LaDuc

Option-Teller.io matches the actual customer option trades with their bullish, bearish or neutral intent - plus relevance scoring, filters your-way, across a 7-month lookback. You can stop guessing now & trade with conviction.

MY BESTIE OPTION SCANNING RESEARCH TOOL FOR SERIOUS SWING & TREND TRADERS!

- 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.

Investinq

By Stockmarket.News

Strategic Macro Research

Market structure analysis for great color

- Macro-to-Micro by Samantha LaDuc

Capital Flows

Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.

Macro due diligence on economy, inflation & liquidity.

- Macro-to-Micro by Samantha LaDuc

Subu Trade

By SubuTrade

Trading large trends, key themes, and smaller opportunities in between. Get my free research.

Trend trader of themes & publisher of cool stats

- Macro-to-Micro by Samantha LaDuc

Avid Commentator Report

Economics, Finance and Geopolitics

Generous, curious Australian economist & analyst.

- Macro-to-Micro by Samantha LaDuc