Substacks recommended by Alyosha

Recommended by Alyosha

I don't watch a lot of interviews but I do watch Maggie Lake. Smart, brief and high level people with worthy ideas, including me! lol. Honestly ... Maggie is going to be "somebody" on the podcast circut. be sure to give her a listen.

- Alyosha

CappNotes

By Frank Cappelleri

Helping active investors turn charts into profitable trading.

AP Research

Global macro perspectives and multi-asset strategy from a discretionary investment team.

Smart guys talking about contemporary macro, micro, stocks, bonds and commodities selectively when they are worth about, not just because they exist.

- Alyosha

Energy Politics

By Dr. Jennifer I Considine

The future research agenda for energy politics is concerned primarily with the future evolution of the geopolitics of energy in a rapidly changing landscape.

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Flawless writing and subject expertise, even for people who trade oil for a living (me!).

- Alyosha

sweets

By JayPen

sweets - specialized wealth entrepreneur . mind means mastermind so sweetsmind.substrack.com and yes I`m the mastermind of sweets :-) I daytrade futures on the DOM and use MP and Macro for analytics. Here you read about markets and my journey.

JJKennedy

Interested in all things financial with an emphasis on the commodity space - oil and gas and metals.

Sinocism

By Bill Bishop

Get smarter about China

I covered ICBC and other Chinese banks while working on a PM trading desk

- Alyosha

A Havenstein Moment.

By Rudy Havenstein

It's not schadenfreude, it's déjà vu.

TG Macro

By Tony Greer

When it comes to the markets, information is the most valuable commodity.

This is Tony Greer's Navigator. Worth keeping an eye on

- Alyosha

Blind Squirrel Macro

By The Blind Squirrel

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Great coverage in the far east and depth of expertise in China. Thoughtful, a bit sour, and entertaining.

- Alyosha

Robert Bryce

Energy, power, innovation, and politics.

He knows his stuff...

- Alyosha

FX Poetry

By Andy Fately

Daily macro/FX blog

very thoughtful writer, excellent checkdown of daily events and macro themes. I read him every day.

- Alyosha

Not Your Advisor

By NYUGrad

Daily Podcast on stocks w/no ads, no politics! Substack Featured 3x + Substack Best Seller! Full length podcast episodes w/ show notes | Premium chat room | Trade setups | Watch lists

This dude is THE hardest work guy in the game covering stocks in the day structure. Years of experience and and artfully applied. If you actually TRADE stocks, he's a must.

- Alyosha

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

You might invest in their ideas (or you might) but you'll be smarter if you them. Sometime very edgy stuff.

- Alyosha

The MacroTourist

By Kevin Muir

The almost daily email about markets from Kevin Muir.

Bamboo Lounge

By Stillwell888

My personal Substack

worth watching. good writer

- Alyosha

My Favorite Classical Music

By Vitaliy Katsenelson

Thursday highlights about a classical piece or composer along with Saturday classical picks for a beautiful start to your weekend.

I love classical music

- Alyosha

Prinsights with Nomi Prins

By Nomi

A gateway to on the ground insights and immersive economic analysis. Offering strategic weekly and monthly research decoding the intricate interplay between global finance, geopolitics and markets – all curated by Nomi Prins.