Business Cycle Research

Join me as I embark on a journey to discover and understand the complex and fascinating world of finance and economy. Whether you are a beginner or an expert, you will find something useful and interesting in this substack.

Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.

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

A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections

Investing, Markets and Business

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.

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.

Curating financial data, research & commentary to bring you the macro themes at play in markets today. Join 15,000+ daily readers! This publication is on pause as of July 2024 to focus on our AI product.

Blending single stock, macro and thematic research into powerful bull and bear cases.

Weekly comments about financial markets and economics

Applying financial theory to life in real-time «math, education, parenting, games, business, and occasionally hair bands🎸»

Thoughts, ideas, and contemplations about markets and life.

Daily and Weekly trading plans for E-mini S&P 500 Futures (ES) that include accurate levels and market context. The plans are presented in a clear and concise format with visually appealing charts using my concepts of Smashlevels & Smashmodel Extremes.

Bubbling with fresh ideas on the world's economy.

A chronicle of the whims and fancies of the beast called the Bond Market!

An insight into how a hedge fund owner navigates markets, designs investment strategies, and performs monthly positioning with respect to current macro conditions.

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

We help investors make decisions with confidence by bringing you new ideas, alerting you to emerging risks, and keeping you informed with meaningful macro insights

We act as your filter on a noisy world so you can gain perspective, spot opportunities, and stay on top of the market outlook

Fixed income and money market charts, stories, & commentary

The Terminal for 21st Century Finance. Options trading - tools and musings.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Economics and other interesting stuff

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

The almost daily email about markets from Kevin Muir.

A weekly newsletter by Paul Veradittakit, crypto investor at Pantera Capital

global monetary mechanics