Substacks recommended by Citrini Research

Recommended by Citrini Research

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

The MacroTourist

By Kevin Muir

The almost daily email about markets from Kevin Muir.

Conks

global monetary mechanics

The spiritual successor to Zoltan Pozsar.

- Citrini Research

Eliant’s Exploits

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

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

Capital Mischief

By Charlie Garcia

Capital Mischief: what I learned briefing six presidents, applied to your portfolio. The market-moving events. Before the smart money sees them.

Capital Flows

A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.

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

Scalper's Lounge

By scalpavelli

Thoughts on stocks and the economy

Campbell Ramble

By Alexander Campbell

Occasional observations about markets, data, and the broader world.

Maverick Equity Research

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. 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

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