Substacks recommended by Market Sentiment

Recommended by Market Sentiment

The Generalist

By Mario Gabriele

The people, companies, and technologies shaping the future.

AP Research

Global macro perspectives and multi-asset strategy from a discretionary investment team.

we have the data

By wehavethedata

Just a nerd posting his favorite maps and data visualizations.

Your daily dose of fascinating data

- Market Sentiment

QuantSeeker

Smarter investing, backed by data and research. Evidence-based insights from a former hedge fund professional and academic, PhD.

Excellent summaries of academic developments in finance

- Market Sentiment

The Lead-Lag Report

By Michael A. Gayed

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

Market insights for long-term investors backed by research

- Market Sentiment

Macro Charts

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

Fascinating insights into Macro by an ex-Fund Manager

- Market Sentiment

Rebound Capital

By Market Sentiment

Deep research on beaten-down stocks | The best opportunities exist in uncertain times

Kingswell

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

Timeless insights to get rich slow :)

- Market Sentiment

Nonconsensus

By Bob Elliott

A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.

One of the best Macro voices on Substack

- Market Sentiment

The Weekly ChartStorm

By Callum Thomas (Weekly S&P500 #ChartStorm)

I serve as your filter on a noisy world so you can Save Time, uncover Opportunities, and stay on top of the Stockmarket Outlook

Keep upto date one the market with a weekly selection of 10 charts on the S&P500 and related topics

- Market Sentiment

Musings on Markets

By Aswath Damodaran

Investing, Markets and Business

It's Aswath Damodaran y'all! What more do we need to say!

- Market Sentiment

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🎸»

Thought provoking content on Finance, Productivity and everything in between

- Market Sentiment

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.

Well, if you are looking for something to keep you grounded - nothing better than Doomberg!

- Market Sentiment

OnlyQuants - Algorithmic Trading Strategies

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

UncoverAlpha

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Fantastic deep-dives into innovative companies from a former $50MM portfolio manager

- Market Sentiment

Graham’s Newsletter

By Graham Stephan

Find great deals, stay on top of the market, and build wealth the healthy way

The best in Real Estate and personal finance.

- Market Sentiment

Overlooked Alpha

Overlooked Alpha uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Offbeat investment ideas backed by research and a consistent thesis - Plus regular portfolio updates that help improve their process.

- Market Sentiment

Compounding Dividends

A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Learnings from Buffett and an incredible focus on finding quality stocks!

- Market Sentiment

Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

Combines insights from diverse fields. A great source for thoughts on tech and investment ideas

- Market Sentiment

Genuine Impact - Because your money deserves better

By Genuine Impact Newsletter

We breakdown world news and complex finance topics for you to make smarter choices for your wallet.

If you think our charts are nice, Genuine Impact is a must read!

- Market Sentiment

Ecoinometrics

Bitcoin Macro Intelligence for Professional & High-Net-Worth Investors: Institutional-grade research on Bitcoin’s macro trends, ETF flows, and market regimes.

Everything related to Bitcoin and digital assets. Plus fantastic visualisations - what more do you need!

- Market Sentiment