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.
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.
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.
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.
The monthly Gold Market Chartbook is packed with over 70 charts, unique data series, and specialized indicators to help you make sense of gold, precious metals, and miners.
The Bubble Bubble Report is a best-selling newsletter with over 15,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
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.
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.
The REKTelligence Report, by award-winning quant trader David Bush, blends data-driven crypto, macro & equity analysis from his base in the Caribbean, helping traders and investors see what really moves markets.
