Browse newsletters about investment strategy
64 investment strategy newsletters from across the web
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.
Mauldin Economics
by John Mauldin
John Mauldin provides individual investors with institutional-grade investment strategies and global economic insights from his acclaimed financial writing.
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.
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.
Newsletter Javier Morodo | Substack
by Javier Morodo
Javier Morodo's "Revolución de la Riqueza" empowers readers with critical investment information, fostering financial freedom and purpose through wealth.
Chamath Palihapitiya
by Chamath Palihapitiya
Chamath Palihapitiya shares his unique process for synthesizing information on technology, markets, and geopolitics, offering weekly insights and monthly deep dives into critical themes.
Trader Ferg
by Ferg
Trader Ferg dissects 'hated' market sectors to find asymmetric upside, sharing his unique framework, hedge fund mentor's heuristics, interviews, and market analysis.
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.
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.
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.
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.
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.
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.
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.
Macro Mornings 💡 | Alessandro (Macro Strategist) | Substack
by Alessandro (Macro Strategist)
Global Macro Strategist Alessandro provides actionable insights into macroeconomics and global financial markets, helping over 28,000 investors make smarter, more informed decisions.
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.
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.
Ecoinometrics | Substack
by Ecoinometrics
Ecoinometrics provides data-driven research notes, visualizations, and in-depth reports for investors navigating the multi-trillion dollar crypto market. It distills complex economic indicators into actionable intelligence, helping readers make informed macro bets and turn volatility into opportunity.
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.
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.
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.
0xJeff | Substack
by 0xJeff
0xJeff provides deep research and analysis on Web3, DeFi, and AI, offering insights for founders and investors, alongside advisory services and a journalism arm.
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.
El Grupo de Los 50 (Geoconomía Aplicada) | El Mercurio Ahora o Nunca | Substack
by El Mercurio Ahora o Nunca
El Grupo de los 50 por Antonio brinda análisis geoeconómico y geopolítico, con estrategias para portafolios a largo plazo, alertas de inversión y guía anti-inflación.
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.
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.
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.
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.
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.
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.
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.
The Tucker Letter | E.B. Tucker | Substack
by E.B. Tucker
E.B. Tucker shares his interpretation of a rapidly changing world and reveals how he positions his wealth to survive, thrive, and stay ahead of the pack.
1Konto Market Brief
by 1Konto
Weekly market news, analysis, and insights from the 1Konto trading desk. Essential for business & market updates.
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.
Signal Core | SightBringer | Substack
by SightBringer
SightBringer's Signal Core newsletter delivers surgically precise forecasts on Bitcoin, macro shifts, and geopolitical pivots, powered by a custom AI to extract pure signal.
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.
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.
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.
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.
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.
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.
JunkBondInvestor | Substack
by junkbondinvestor
JunkBondInvestor provides buyside-level analysis of leveraged finance, distressed debt, and BDCs, with deep dives into high yield, leveraged loans, and private credit.
100 Bagger Hunting | Kevin | Substack
by Kevin
Kevin, a former nuclear engineer, shares his disciplined system for hunting 100-bagger small, quality companies for over 11,000 investors.
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.
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.
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.
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.
KRIPTO TEME 🔑 Obitelj na okupu | Jure Karamarko | Substack
by Jure Karamarko
Jure Karamarko delves into cryptocurrencies, sharing private investigations, insights into potential 'crypto diamonds,' and in-depth analysis for his community.