Substacks recommended by Alexander Stahel

Recommended by Alexander Stahel

Macro Ops identifies high-conviction investment opportunities by fusing deep fundamental analysis with market psychology and technical strategy.

Kaoboy Musings

By Michael Kao

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

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 ...

Energy Politics

By Dr. Jennifer I Considine

The future research agenda for energy politics is concerned primarily with the future evolution of the geopolitics of energy in a rapidly changing landscape.

Thematic Markets

By Marvin Barth

Differentiated, value-added insights into the themes driving the global political economy and markets.

The Gold Observer

By Jan Nieuwenhuijs

Financial research focused on gold.

Jan's insights into gold fundamentals are spot-on.

- Alexander Stahel

Decouple

By Chris Keefer

Energy literacy on demand. Tune in for weekly interviews with world experts on energy and climate.

BlacklionCTA Substack

By Brent @Blacklioncta

My personal and finance/trading Substack

Yes, I give a fig... thoughts on markets from Michael Green

By Michael W. Green

Thoughts on financial markets and economics from Simplify's Chief Strategist

Citrini Research

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Citrini is a great reader of mega trends in the stock market

- Alexander Stahel

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Shrub is in tune with the market...

- Alexander Stahel

The Crude Chronicles

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

MB Commodity Corner

By Maleeha Bengali

Cross-asset analysis that tells you what is mispriced across Commodities, Equities, Bonds, and FX!

Maleeha just gets it. She gets markets and certainly commodities. A star.

- Alexander Stahel

Energy Flux

By 💥 Energy Flux 💥 by Seb Kennedy

Energy Flux is now hosted on Ghost at www.EnergyFlux.news The Substack newsletter is inactive, so don't sign up here. Go to www.EnergyFlux.news If you sign up here your email address will at some point be migrated over to the Ghost site