Browse newsletters about investment strategy

Capital Flows and Asset Markets

by Russell Clark

Russell Clark provides independent research and opinions on capital flows and asset markets, with a personal approach designed to be accessible to smaller investors.

Liberty’s Highlights

by Liberty

Liberty curates interesting finds, essays, and interviews across diverse topics, from finance to serendipitous discoveries. A non-linear exploration aiming to expand your mind.

Alt Goes Mainstream

by Michael

Alt Goes Mainstream offers practical insights into private market trends for wealth and asset managers, guiding them as alternative investments go mainstream.

Dirt Roads

by Luca Prosperi

Luca Prosperi's Dirt Roads dissects how value flows through complex financial systems, focusing on the evolving back end of finance through mathematics and philosophy.

Mauldin Economics

by John Mauldin

John Mauldin provides individual investors with institutional-grade investment strategies and global economic insights from his acclaimed financial writing.

Everywhere VC | Everywhere Ventures | Substack

by Everywhere Ventures

Everywhere Ventures, a global VC firm ($100M AUM, 300+ portfolio in 30+ countries), champions the belief that world-changing founders exist everywhere.

FOMO研究院電子報 | KP@FOMOSoc | Substack

by KP@FOMOSoc

KP offers deep-dive financial analysis and personal investment insights from a decade in finance, providing rigorous frameworks for market trends and fostering independent thought.

PauloMacro’s Substack | Substack

by PauloMacro

PauloMacro shares insights on global macro and financial markets, drawing on over 20 years of sellside and buyside experience to dissect market puzzles.

econVue | Lyric Hughes Hale | Substack

by Lyric Hughes Hale

Lyric Hughes Hale's econVue offers independent analysis of geoeconomic trends, tech, and China, with expert articles and The Hale Report podcast.

Alessio Ippolito | Substack

by Alessio Ippolito

Alessio Ippolito, a journalist and Popular Investor, dissects crypto, business, and traditional markets, offering verified insights from his public portfolios.

Yet Another Value Blog | Andrew Walker | Substack

by Andrew Walker

Portfolio manager Andrew Walker shares value investing insights, individual stock ideas, and financial musings, expanding on his Yet Another Value Podcast.

Global Markets by Karim Al-Mansour | Substack

by Karim Al-Mansour

Investment manager Karim Al-Mansour, formerly an institutional trader, provides exclusive analysis on Global Macro, Equities, and Alternatives.

Compounding Dividends | Substack

by Compounding Dividends

Experienced investors TJ and Pieter share data-driven articles, portfolio insights, and investment cases on dividend growth stocks.

The Details | Burak Tamaç | Substack

by Burak Tamaç

Burak Tamaç offers weekly data-driven insights for investment decisions. An ex-Cryptoquant analyst and adjunct professor, he focuses on bitcoin.

The Lead-Lag Report

by Michael A. Gayed, CFA

The Lead-Lag Report by Michael A. Gayed, CFA, delivers daily market insights, risk analysis, and tactical strategies for long-term investors.

Strategy Master | Substack

by Strategy Master

Strategy Master provides data-driven market insights. Cycles analyst Master forecasts Bitcoin's price trajectories weekly using mathematical precision and market intuition.

Rebound Capital | Market Sentiment | Substack

by Market Sentiment

Rebound Capital analyzes S&P 500 companies after significant drawdowns, performing deep fundamental research to identify those with strong rebound potential.

Dash Media | Substack

by Dash Media

Dash Media guides 'doers' in the growth and innovation economy. It offers unconventional insights for entrepreneurs, investors, and executives seeking to innovate.

On-Chain College

by On-Chain College

On-Chain College offers data-driven analysis of the Bitcoin market. Scott dissects on-chain behavior and cycle dynamics, helping readers navigate volatility.

Capital Wars | Michael Howell | Substack

by Michael Howell

Michael Howell's Capital Wars tracks global liquidity and capital flows, revealing how money moves markets, informed by 30 years of analysis.

Checkonchain Bitcoin Newsletter | James Check (Checkmatey) | Substack

by James Check (Checkmatey)

Pioneer James Check (Checkmatey) delivers expert Bitcoin onchain analysis. Get data-driven market insights, reports, Q&As, and education to navigate crypto volatility.

Dotmarket Pulse | Kévin de Dotmarket | Substack

by Kévin de Dotmarket

Dotmarket Pulse, curated by Kévin de Dotmarket, is France's only weekly newsletter for digital asset investors, offering insights on web investing and valuation.

Axel_mnvn | Substack

by Axel

Axel shares crypto trading strategies, exposes market pitfalls and "exit liquidity" tactics. Learn to build profitable portfolios based on his proven plan.

BitcoinStrategy | Substack

by Bitcoin Strategy

Led by renowned data analyst Root, Bitcoin Strategy offers unparalleled Bitcoin on-chain and cycle analysis, market research, and tools to navigate volatile markets.

Alex Krainer's Substack

by Alex Krainer

Alex Krainer analyzes world affairs and their impact on financial and commodities markets, integrating I-System Trend Following and trading psychology.

Threading on the Edge | arndxt | Substack

by arndxt

arndxt's Threading on the Edge curates weekly crypto and macro alpha, distilling insights from Twitter threads, analyzing projects, and covering trending narratives and DeFi.

Michael 的美股研究 | Michael Chang | Substack

by Michael Chang

Michael 的美股研究 by Michael Chang provides expert US stock analysis, market forecasts, and deep company reports, from 20 years of Wall Street experience.

Crypto Trader Digest

by Arthur Hayes

Insights on crypto markets from Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom. Focus on trader perspectives.

Stephen Leeb, PhD > Turbulent Times Investor | Substack

by Stephen Leeb, PhD

Stephen Leeb, PhD, analyzes macro, science, and geopolitical trends to identify investment risks and opportunities in turbulent global markets.

Tiny Titans | Compounding Quality | Substack

by Compounding Quality

Ex-investor Pieter identifies tiny, high-quality micro-cap stocks (<$3B market cap) with large-cap potential, exclusively for Compounding Quality partners.

Prinsights with Nomi Prins | Substack

by Nomi

Economist Nomi Prins, a former Goldman Sachs managing director, provides insightful analysis of global finance, geopolitics, and economics.

Etherbridge | Jason | Substack

by Jason

Etherbridge is a high-conviction digital asset fund, seeking uncorrelated returns and significant alpha from core digital asset themes, managed by industry experts.

Bitcoin Magazine Pro | Substack

by Bitcoin Magazine Pro

Bitcoin Magazine Pro offers institutional-grade research on Bitcoin, covering macroeconomics, on-chain analytics, and the mining industry, for market insights.

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

by Michael W. Green

Michael W. Green delivers weekly deep dives into macroeconomics, market structure, option theory, and political commentary, spiced with music and recipes.

The Market Brief

by QuantVue

QuantVue provides institutional market intelligence for stock and futures, analyzing top financial firms' strategies for actionable insights on macro trends and tactical trades.

Bitcoin Vector Lite | Willy Woo | Substack

by Willy Woo

Willy Woo's Bitcoin Vector Lite helps retail investors understand Bitcoin market structure, optimize BTC stacking, and navigate cycles using institutional-grade signals.

Topdown Charts

by Callum Thomas

Callum Thomas's Topdown Charts delivers accessible institutional investment research. Get macro and market insights to identify risks, find opportunities, and make confident decisions.

Postcards From the Edge of the World

by Garrett Baldwin

Postcards From the Edge of the World by Garrett Baldwin offers portfolio and financial insights, simplifying markets and economics for independent readers.

Max的區塊鏈空間 | MasWooX | Substack

by MasWooX

MaxCryptoSpace offers fundamental crypto research, identifying valuable Web3 projects. Aerospace engineer Max provides unbiased analysis to find Web3's next "Apple" or "Tesla".

Citrini Research | Substack

by Citrini

Citrini Research identifies market megatrends using macroeconomics and top-down analysis, offering thematic equity primers and a core model portfolio for asymmetric opportunities.

John Rubino's Substack | Substack

by John Rubino

Former Wall Street analyst John Rubino dissects financial chaos, offering actionable advice on monetary systems and identifying key investment opportunities.

Don’s Newsletter

by Don Durrett

Don Durrett provides a newsletter with free articles and premium content for paid subscribers, with exclusive posts also available on goldstockdata.com.

Me and the Money Printer | Garrett Baldwin | Substack

by Garrett Baldwin

Garrett Baldwin's Postcards from the Florida Republic delivers daily insights on global markets, macro, and actionable investment ideas, blending humor with simple, battle-tested rules.

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.

Analyzing Good Businesses | Substack

by Compounding Quality

Analyzing Good Businesses (AGB) analyzes high-quality companies' history and business models, focusing on sustained excellence and high returns on capital.

The Rod Martin Report | Rod D. Martin | Substack

by Rod D. Martin

Rod D. Martin provides daily analysis and actionable intelligence on geopolitics, economics, and advancing technology, all from a Christian worldview.

Base Hit Investing | John Huber | Substack

by John Huber

John Huber (Saber Capital) shares his investment journal, providing specific stock research, portfolio management insights, and value investing education.

The Macro Compass | Alfonso Peccatiello (Alf) | Substack

by Alfonso Peccatiello (Alf)

Alfonso Peccatiello (Alf), ex-Head of Investments, delivers insights and portfolio strategy to empower investors. The Macro Compass is now a comprehensive macro platform.

The Crypto Advisor | Substack

by The Crypto Advisor

The Crypto Advisor offers independent, curated insights and market context, empowering financial advisors to confidently engage with digital assets.

The Tactical Allocation Letter | Tactical Allocation Desk | Substack

by Tactical Allocation Desk

Applies a rules-based, signal-driven strategy for tactical allocation across UPRO, Bitcoin, and Gold. Targets 24% CAGR following market signals.