Substacks recommended by Capital Flows

Recommended by Capital Flows

Global Macro Method is a collection of research and trade hypothesis that I personally use to trade global macro in futures.

Eltoro Market Insights

By Harry Colt

Your blueprint to holistic wealth. Decrypt Wall Street's secrets. Join thousands for no-nonsense market analysis and actionable strategies. Invest smarter, not harder and for a clear path to growth, guided by 30+ years of experience.

Vol Vibes

By Michael H.

Options, Volatility & Trading. Detailed analysis of 0-DTE option structures, historical option strategy performance dashboards for US Indices, market performance around events / data releases & general market commentary through the lens of volatility.

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.

SpearPoint Equity Alpha

By Capital Flows

This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.

PauloMacro’s Substack

My thoughts on global macro, micro, and everything in between

PharmD Capital Trading with PharmD_KS

Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader.

Pinebrookcap's Substack

By David Cervantes

My personal Substack

The Options Oracle

By Edward Corona

Daily stock ideas and technical analysis. Perfect for traders and investors looking to make smarter moves with a disciplined, strategy-driven approach.

MetaMacro

By Ridwan Adetu

L/S Equities & FX Macro Discretionary Analysis and Technical Positioning.

Brazil Stocks

By Brazil Investor

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

The Nano Family Office

We are bridging the gap in the family office industry by taking the concepts normally reserved for high net worth families and sharing them with the entrepreneurial family of today.

Jaymes Rosenthal | "Invest With Instinct"

By Skigod

Helping traders/investors master themselves. Writing about concepts and actionable thoughts that will make you more money. Collaborating with A.I. to help refine research.

Mythic’s Substack

By Mythic Market Research

Welcome! Join our team as we share our journey navigating through uncertainty, hunting for quantifiable edges, and working to extract market beating returns.

Blueprints by Bridget Harris

Investing at Founders Fund; writing on crypto; prev. at Stanford

Eliant’s Exploits

Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX

Savage trader

- Capital Flows

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Thriddio’s Substack

By Thriddio Asset Management

Now go take a risk...

One of the best macro funds out there

- Capital Flows

The Quant Stack

By Quant Arb

Articles about cool quantitative research

Big Cycle Investing

By Namzes

Market cycles analysis focusing on providing forward roadmap with key turn dates, to support investment process, while limiting drawdowns. SP500, NASDAQ, Commodities, Bitcoin, Ethereum, crypto. For educational purposes only - not financial advice.

Always enjoy the charts 🤝

- Capital Flows

Brent’s Substack

By Capital Capital

My personal Substack

AlphaPicks

Multi-asset investment team. Macro musings, commentary, and thematic ideas.

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

Paper Alfa - Macro & More

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

Across The Spread

By Weston Nakamura

Market commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo. Asia impacts global equities, bonds, currencies and commodities - find out how.

Daily Dose of Data Science

By Avi Chawla

A free newsletter for continuous learning about data science and ML, lesser-known techniques, and how to apply them in 2 minutes. We keep things no-fluff. Join 100,000+ data scientists from top companies like Google, NVIDIA, Microsoft, Uber, etc.

Macro-to-Micro by Samantha LaDuc

#Samanthas-Market-Thoughts highlight the most important market-moving themes of the day - from macro to quant, intermarket to technical. Get the trade before it happens.

Macroeconomics

A free weekly newsletter on the market with the help of mathematical models. Paid subscribers get daily and weekly signals for managing ES Futures and positions.

Citrini Research

Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

fx:macro

By FXMacroGuy

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.

Maverick Equity Research

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Really helpful bottom up equity research/signals.

- Capital Flows

Credit from Macro to Micro

By Credit From Macro to Micro

Global Macro, Commodities, Fixed Income (HY)

Solid guy sharing his insights very generously.

- Capital Flows

Lord Fed's Gazette

Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.

Lord Fed's Gazette is one of the highest quality sources for alpha generation in financial markets. I recommend it to everyone who is operating in financial markets or the macro economy.

- Capital Flows

moontower: a stoner dad explains options trading to his kids

By Kris Abdelmessih

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

Smashelito's ES/SPX Newsletter

Daily and weekly trading plans for ES/SPX, providing precise levels, in-depth market analysis, and actionable insights. Each plan is accompanied by a visual chart for clear, effective guidance.

The Last Bear Standing

Original and independent financial analysis.

Dax Trading Ideas

By Mirko Milito

Unbiased market analysis, level-headed research, cutting-edge macro insights

The Overshoot

By Matt Klein

Making sense of the global economy and financial markets

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.

Kaoboy Musings

By Michael Kao

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

Campbell Ramble

By Alexander Campbell

Occasional observations about markets, data, and the broader world.

Loving Alex's work!

- Capital Flows

Security Analysis

By Value Stock Geek

I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors.

Prometheus Research

Systematic Macro Research

Exceptional Systematic Research!

- Capital Flows

Ultra Successful

By Dr. Gurner

Start your week with the most successful people on Earth. Mindset, strategies, and habits of the ultra successful you can use today.

Conks

global monetary mechanics

Amazing graphics and explanations of mechanics

- Capital Flows