Substacks recommended by Macro-to-Micro by Samantha LaDuc

Recommended by 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

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

SmartReversals’ Trading Compass

Daily updates and levels for SPX - I decode with technical analysis and price levels U.S. indices, the Magnificent 7, ETFs, and other megacaps 3x per week.

Consistently-deliverd Technical, Fundamental and Macro analysis

- 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

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.

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

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

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

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 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

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Haymaker

By The Haymaker Team

Policy misbehavior focus from Gavekal-Research roots.

- Macro-to-Micro by Samantha LaDuc

The Last Bear Standing

Original and independent financial analysis.

Insightful macro & fixed income analysis.

- 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

Yes, I give a fig... thoughts on markets from Michael Green

By Michael W. Green

Thoughts on financial markets and economics from Simplify's Chief Strategist

Michael Green is just a must read/follow even if you don't agree with him.

- Macro-to-Micro by Samantha LaDuc

The PM Report

By Parallel Mike

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

Great guy, podcast & gold-focused newsletter!

- 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

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

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

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.

Capital Wars

By Michael Howell

Global Liquidity Insights

Michael Howell knows & explains global liquidity better than most.

- 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

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

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

The Weekly ChartStorm

By Callum Thomas (Weekly S&P500 #ChartStorm)

Hand picked charts and insights to help you Save Time, uncover Opportunities, and stay on top of the Stockmarket Outlook

Callum does a great job highlighting global assets & correlations in chart form each week.

- 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

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

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

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

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

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

A Havenstein Moment.

By Rudy Havenstein

It's not schadenfreude, it's déjà vu.

Pithy.

- Macro-to-Micro by Samantha LaDuc

The Daily Feather

By Danielle DiMartino Booth

QI Research brings both Wall Street and Federal Reserve experience together with a vast network of connections across the finance industry. We triangulate institutional sentiment, what central banks watch, and how monetary policy affects investing.

One day I want to grow up and write like Danielle DiMartino Booth.

- 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

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

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

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

Philoinvestor

generalist investor. they call me Philo.

Deep-dive fundamental + macro analysis on stocks + markets.

- 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.

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.

Kernal-of-the-corn macro charts.

- 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

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 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

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

BIG by Matt Stoller

The history and politics of monopoly power.

Who doesn't want to follow the biggest Anti-trust issues of the day given MAG& concentration risk?!

- 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

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

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

Jared's Substack: Physical VIX Underground

By Jaredhstocks

Options/Volatility/Flows/Convexity. Deep dives on markets, trading psychology, and a sprinkle of alpha. Q&A and Interviews. Together we can build our Physical VIX storage.

Jared covers Options/Volatility/Flows/Convexity AND has a great Trend Portfolio tool!

- Macro-to-Micro by Samantha LaDuc