Substacks recommended by Systematic Credit and Equity

Recommended by Systematic Credit and Equity

Tradeable Commodity Research from an Alpha-Capture Strategist.

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.

Credit Market Pulse

Market commentary on leverage finance and credit

JunkBondInvestor

By junkbondinvestor

Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)

Brazil Bonds

By Brazil Investor

25 years of Brazil Bonds Investing. Not investment advice

OnlyQuants - Algorithmic Trading Strategies

Every Month on the Last Saturday a Full Tradestation/Multicharts Easylanguage Coded Algorithmic Trading System. SUBSCRIBE NOW and GET A FREE TRADING SYSTEM !!

Macro4Micro

By Glenn Reynolds

Macro4Micro offers free market research. Our background in capital markets and credit risk offers asset risk perspectives for both bonds and equities.

This substack is written by Glenn Reynolds the founder of CreditSights. It is true credit research and an excellent read ... if you like this sort of thing... or... if its your job.

- Systematic Credit and Equity

Convex Credit

By Eli

Explorations of credit, macro, trading, and markets

Alts.co

By Stefan

Unique investment ideas worth exploring.

EM Spreads

EM Spreads is an independent credit research provider focused on high-yield and investment-grade Emerging Markets corporate debt, with a primary emphasis on Latin America.

Len Watson @GIABHS.com Financial news NOT recommendations

35 years in trading and investments, including senior trading roles at international banks. Spent 28 years at IPC as a Portfolio Manager, managing global fixed-income portfolios and strategies. Created proprietary software for bond market analysis.

Len provides a superb comprehensive overview across markets... he wants your opinions too.

- Systematic Credit and Equity

Credit from Macro to Micro

By Credit From Macro to Micro

Global Macro, Commodities, Fixed Income (HY)

Brazil Stocks

By Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.