We publish 5-6 articles per month on the intersection of Capital Markets, Geopolitics and the Madness of Crowds. All through the lens of the Dollar Milkshake Theory.
Independent in-depth research, unearthing commodity truths. Value-based fundamental investment approach. Sticking strictly to our circle of competence. Obsessed with data and company fundamentals.
The Bubble Bubble Report is a bestselling Substack newsletter with over 10,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
Delivering actionable, high-quality, contemporary investment guidance to private investors since 2018. Our research covers a wide range of assets, including equities, bonds, FX, commodities, Bitcoin and Gold.
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.
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
News and features by best-selling author and reporter Matt Taibbi, in an independent package molded after I.F. Stone's Weekly. The site contains investigative journalism, satirical commentary, and the America This Week podcast with novelist Walter Kirn.
