Substacks recommended by Oculus Commodity Research

Recommended by Oculus Commodity Research

Gauch Research delivers clear, data-driven macro and market analysis with a focus on global markets, currencies, equities, and risk dynamics. The research combines macroeconomic fundamentals, positioning, and sentiment through a structured SVC-framework.

Horizon

Mladen Talks Crypto

Crypto regime analysis for retail investors. I use macro indicators and liquidity data to determine when the market favors Bitcoin and when altcoins have the edge. Built on data from Denomos.

Macro and liquidity analysis for crypto investors, focused on identifying market regimes and the timing of risk-on vs risk-off cycles.

- Oculus Commodity Research

Rick Rule

Speculator

The GOAT of Natural Resource Investing

- Oculus Commodity Research

The Market Dispatch

Monthly, data-driven insights on U.S. equities and macro trends — clear, concise, and actionable.

Great Macro Memos and Notes on current developments

- Oculus Commodity Research

The Monetary Commentary

Monetary plumbing, macroeconomics, financial markets. Powered by AI and human intelligence.

Research to Returns

By Market Read

Great in-depth Analysis of Markets and Companies!

- Oculus Commodity Research

Tiger’s Daily Alpha & Weekly Portfolio

By Tiger Capital Research

Daily： I. 1-3 Alpha Trading Insights if Alpha Exists II. 1-2 Regime Reading Article Weekly: I. 1-2 Long Term Alpha Ideas if Alpha Exists II. 1 Weekly Live Portfolio Update III. 1 Research Paper Deep Drive

Investing With Purpose