The Morning Hark

Emerging Markets. Geopolitics. Global Trends.

human-centric economic analysis to help all of us understand the world better

Big-picture macro and geopolitics

data-driven commodity research, trading opportunities, market commentary, focused on US futures markets

Interpretation of global economic developments

EM & geopolitics

The best trading ideas in credit and options by a veteran proprietary trader and his team of talented traders. You get to see how someone with 17 years of experience is approaching the market.

My goal is to make economic policy and macroeconomics better.

We analyze the economy and financial markets through the lens of an experienced contrarian value investor. We believe that capital preservation is paramount, and valuation is the best measure of an asset’s long-term expected return.

Former +$100MM portfolio manager now managing my own money. Write #1 Finance newsletter on Substack. Gain a finance edge in 5 minutes. Join +100,000 hedge funds, billionaires, investment advisors and regular investors who are "Relentlessly Chasing ROI"

Economics, finance and public policy.

The almost daily email about markets from Kevin Muir.

Data-driven Insights on Economics, Business, Finance, and Public Policy.

#1 FREE Finance Newsletter on Substack. GRIT launches a PAID CRYPTO newsletter. After reaching a record $3 trillion in 2021, the market has pulled back ~40%. We believe NOW is the BEST time to go hunting for opportunities!

Thoughts on markets from the team (and friends) at VP

Professional investor (Equity Fund Manager) teaching investors. Passion for quality stocks.

Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.

US RATES within a global MACRO focus

Actionable market intelligence by Physik Invest.

Making sense of the global economy and financial markets

What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter

Telling the story of how the stock market usually goes up. News, data, and insights informing longer term themes in the markets and the economy.

Investing, AI, fraud and fun with large language models

Commodity Market Data, Analysis, and Charts

This is Bubble 3.0, the Fed’s latest Twilight Zone: As vast as space and as timeless as infinity. Consequently, could financial markets be headed into the third black hole of the last 25 years?

Asia biased macro & technical analysis and things that matter to Asian markets

A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.

Helping to make macro, monetary economics, and other economic odds and ends understandable for all

Economics and other interesting stuff

Level up your trading in 50 weeks. Detailed lessons from a professional trader using the case study method to explain real trade ideas in real time.

TSOH is focused on long-term investing. Written by a former buyside equities analyst with 10+ years of industry experience, TSOH includes weekly research and 100% transparency, with the disclosure of all portfolio changes before they’re implemented.

Macro commodity landcape and geopolitics

macro equity market reflections, thoughts, and trades

Original, independent, financial analysis. New posts every Friday at 8:00AM EST.

Liberty. Finance. Bullshit.

Navigate the landscape of digital assets and macroeconomics with investment strategies backed by data. Join more than 19,000 investors by signing up now.

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

Get daily actionable setups and market insights from an active trader with 35+ years of experience. Subscription details are posted in our ‘About’ page.

Creating and curating a range of articles about the stock market and the companies within it.

Charting macro, technicals, valuations, and more -- a good and easy way to stay on top of the market outlook!

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Real Estate Data and Analysis

Passion and Perspective from Matthew Yglesias

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.

US macroeconomic and market research.

Equity/Bond market analysis, transparent growth strategy, macro economics, and portfolio management

My original proprietary macro research covering the mechanics of the monetary system, financial plumbing, economic history, and its influence/impact on the global economy.

Exhalations

Global Markets - A view from the crows nest.

Energy, finance, and the economy at-large | Subscription details are posted in our About page

Independent Investment Research & Investor: value, dividend and growth stocks. Two unique & interesting reports, trading ideas, lots of charts, general and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Discussion of bond market economics

Welcome to Steno Research. The 100% independent macro and geopolitical research house. We hope to see you as a client soon at www.stenoresearch.com. We will occasionaly deliver free articles at this substack still.

An independent journal on the financial markets, highlighting data and big picture fundamentals that drive asset trends and prices.

Crypto insights from a professional trader with a focus on tactics and global macro.

The tales of a dog in the markets.

Weekly comments about financial markets and economics

It's not schadenfreude, it's déjà vu.

Demystifying Finance & Markets

Trading, global macro, and other random thoughts.

A different way of looking at bond markets & market movers—especially troubled companies.

From the #1 FREE Finance Newsletter on Substack, GRIT launches an Alternative Investing newsletter. Did you know that the top 1% have up to 50% of their money in Alternative Assets like: Real Estate, Farmland, Private Equity, VC, Art and much more!

We help investors make decisions with confidence by identifying opportunities, alerting you to risks, and keeping you informed with meaningful macro insights >> Subscribe to the [free] Chart Of The Week now ↓

Actionable Ideas | Evergreen Case Studies | Book Reviews

Unorthodox global macro POV in a concise format. Ex. BNP rates & FX; EMEA Sovereign Debt; Ongoing learner.