Financial market coverage for professional and aspiring asset allocators, with a focus on cross-asset flows, portfolio strategies, risk management, and global macro.
Tracking biotech acquisition targets before big pharma strikes. Featuring acquisition targets with detailed analysis M&A probability signals and catalysts Valuation insight and deal timing estimates Big pharma strategy patterns "NOT Pro Advice"
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Searching for coiled-springs among dismissed & asset-backed stocks in the old economy. Writes for entertainment purposes to illustrate the peculiar world of the cheapest stocks. Opinions expressed not recommendations or advice. Do your own research.
Joe Duarte is author of the Best Seller "Options Trading for Dummies." Stock market analysis for active traders and long term investors. Buy/Sell strategies for stocks, options, and ETFs.
I build stock analysis tools.
This Substack documents the process: ideas, data sources, models, failures, and experiments — starting with risk analysis, but not ending there.
I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
