Substacks recommended by Citrini Research

Recommended by Citrini Research

Thoughts on stocks and the economy

Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX

Straightforward technically driven market analysis that embodies the saying "price is the only thing that matters".

- Citrini Research

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Shrub is a no-nonsense market operator with a wicked sense of humor & a knack for reducing theses to their absolute essential components.

- Citrini Research

Capital Flows

Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.

Merlin’s Capital

By Merlin's Capital aka The Wiz

Daily Market Movements and Deep Analysis equivalent to Fund Research. Welcome to the Tribe friends

Maverick Equity Research

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

The Last Bear Standing

Original and independent financial analysis.

Frequent deep dives on both long and short opportunities that provide investors with all the information possible.

- Citrini Research

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

A master of the semiconductor industry that regularly breaks market moving news & analysis. Don't invest in semis without a subscription.

- Citrini Research

Asian Century Stocks

By Michael Fritzell

Deep, actionable research for serious Asia-focused investors

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

An excellent resource for non-consensus, well-informed views on semiconductors and AI.

- Citrini Research

Conks

global monetary mechanics

The spiritual successor to Zoltan Pozsar.

- Citrini Research