Browse newsletters about equities

Blind Squirrel Macro

by The Blind Squirrel

Rupert Mitchell, "The Blind Squirrel," shares a generalist's insights on financial markets and investing, drawing from 25 years as a banker.

Eliant’s Exploits

by Eliant

Eliant's Exploits features Eliant's personal thoughts on financial markets, including equities, bonds, FX, and commodities. Content is informational, not financial advice.

Bison Insights | Josh Young | Substack

by Josh Young

Veteran energy investor Josh Young's Bison Insights offers deep dives into overlooked oil and gas investment ideas, targeting asymmetric upside.

Capital Flows | Substack

by Capital Flows

Capital Flows Research provides investors with macro analysis and actionable insights on interest rates, FX, and US equities to align portfolios with market regimes.

TSOH Investment Research (Alex Morris) | Substack

by TSOH Investment Research

Alex Morris, a CFA Charterholder and former buyside analyst, delivers transparent, long-term equity research with deep dives and real-time portfolio disclosure.

De Kwaliteitsbelegger | Compounding Quality | Substack

by Compounding Quality

Pieter's De Kwaliteitsbelegger (Dutch for Compounding Quality) analyzes quality stocks, explores the Belgian market, and reveals his investment portfolio.