Substacks recommended by Martin Tixier

Recommended by Martin Tixier

The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.

Polemic Paine

One of the founders of the legendary "Macro Man" blog: Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.

- Martin Tixier

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

Marquee Finance by Sagar

By Sagar Singh Setia

Demystifying The Macro Universe With An Unbiased View!

The Bubble Bubble Report

By Jesse Colombo

The Bubble Bubble Report is a best-selling newsletter with over 23,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.

Alex Krainer's Substack

Inflation, commodities, geopolitics and more.

Very insightful

- Martin Tixier

Grizzle Research & Quant

By Grizzle Research and Quant

Macro, Commodities & Growth.

Andre Chelhot

By From Andre Chelhot Macro Anchor

Former central banker, hedge fund manager, and chief economist. Writing sharp global macro insights on debt, geopolitics, and regime shifts. Ex–Bank of Canada, ex–Olayan. Ex Chief Economist at the Prague Finance Institute.

André is a great seasoned Global Macro economist. Must follow.

- Martin Tixier

MKTCONTEXT

By MktContext

Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.

Tuomas Malinen on Geopolitics and the Economy

PhD, CEO, and Associate Professor of Economics. 20 years of training in economics and nearly a lifetime of training in geopolitics. I provide you with an unyielding and uncensored view.

Pitchfork Papers

Questions that arise from the world of small business, finance and financial fluency, leadership in all its various guises, strategy, and thinking about the future.

Inside China / Business

By Kevin Walmsley

For business professionals and executives doing business with China

Straight to the point - Must follow on Substack/YouTube.

- Martin Tixier

Macro Is Dead

By Peter Farac

A detailed obituary to macro trading. A deep-dive into when, why and how it died.

Anthony Peters

Superannuated City bond dog. Not a believer in thinking outside of the box, a believer that there is no box

The Next Economy by Florian Kronawitter

The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free

Global Macro and Real Estate

By Zoltan Szelyes

Research-driven analysis of global real estate markets and private RE investments. Featuring the flagship Global Macro and Real Estate Monthly and premium insights on listed real estate and global REIT strategies as well.

When it comes to Global Real Estate and Macro, Zoltan is a very solid reference.

- Martin Tixier

The Merchant's News

By Giacomo Prandelli

Commodity Analyst and Geopolitical Strategist. I connect market movements with global events. Founder of The Merchant News, a source of insight for over 45,000 industry professionals.

Talleyrand

Commentary on Diplomacy and World Affairs

GraphFinancials on Substack

Connect the Financial dots unapologetically. Get your scouring dose of fin analysis, in big-data, w/ augmented web delivery www.graphfinancials.com (my account was hacked on Twitter. But you can find my @GraphCall now)

A maverick when it comes to monetary/economic history. My friend Geoffrey is an expert when it comes to monetary history as well as having a real amazing talent for trade ideas. A real gem.

- Martin Tixier

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Global Logistics Weekly

By Uresh Perera

Markets news relating to International Multimodal transport and markets

From a true Logistics expert

- Martin Tixier

AAR - AlphaAdvantage - Weekly Market Highlights

2-Minute Weekly Market Summary with Last Week’s Financial Highlights. Quick, Clear, and Efficient: Essential Highlights in Just Minutes.

Trying to Understand the World

By Aurelien

A newsletter devoted not to polemic, but to trying to make sense of today's world.

Long essays but thorough and well written.

- Martin Tixier

The Variant Perception Blog

By VP Research

Man + machine beats man or machine alone.

The Dollar Endgame

By Peruvian Bull

Our current monetary system is dying.

The Astute Investor's Calculus

By Shailesh Kumar

The #1 small-cap value newsletter for serious investors—25+ years of real-money research. Start free today to get early access to stock picks before they move and strategies you won’t find anywhere else. Limited free access—upgrade anytime.

Compound & Fire

Deep dives into quality companies from a finance manager turned investing nerd.

JustValue

By Just Value

Security analysis and investment thesis.

Apricitas Economics

By Joseph Politano

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

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 ...

MacroMarketsDaily

Every day we send you the most important macro and market charts from the past 24 hours.

The Mad King

Your guide through the madness of Macroeconomics, Finance, Business and Technology

Market Musings

By Vasileios Gkionakis

Newsletter on global macro and market strategy. Equities, rates, FX, commodities

The Consilience Compass

By Carl Hodson-Thomas

A meta-compass at the intersection of markets, ideas & geopolitics Strategising: cross-asset, model-informed, macro speculation

Very interesting Markets and Ideas Substack blog from my friend Carl from Down Under.

- Martin Tixier

Bond Blogger's Credit Wrap

Credit and Fixed Income Markets

Economics Uncovered

By Steven Anastasiou

Uncovering the outlook for monetary policy and financial markets through institutional grade research on the US and global economy.

Heard On The Trading Floor

By Heard on the Trading Floor

A relative value research tailored for family offices, hedge funds, execution brokers and professional traders. Get access to our 17 year trader veteran and his team of traders for a fraction of what you will pay to hire an inhouse analyst or trader.

Airtham Research

By Shail Apte

Marco & Equities Research for US & India

The Alchemy Note

By Nick Andrews

A macro guide to financial markets