Substacks recommended by Citrini Research

Recommended by Citrini Research

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

Asian Century Stocks

By Michael Fritzell

Deep reports for serious, Asia-focused investors. By entering your email, you agree to the website's terms & conditions.

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

Conks

global monetary mechanics

The spiritual successor to Zoltan Pozsar.

- 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

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 ...

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

Scalper's Lounge

By scalpavelli

Thoughts on stocks and the economy

Capital Flows

Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.

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