Substacks recommended by Erik | YWR: Your Weekend Reading

Recommended by Erik

Maggie interviews a lot of interesting investors, but also does a great job of tying together everyone's different views.

- Erik

Macro Charts

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

I like that he makes real trading calls.

- Erik

PauloMacro’s Substack

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

Good macro views, especially on rates.

- Erik

StirlingAI | Cracking the Code

By Edmund

AI in Investing; Investing in AI

Good calls on China stocks.

- Erik

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Good trading ideas and perspectives on market structure.

- Erik

The Hermit

By Alejandro Yela

Insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street

Good alpha and business analysis on small caps.

- Erik

Macro Mornings 💡

By Alessandro (Macro Strategist)

Investment strategies and Macroeconomic Trends Analysis. Weekly updates in a clear and concise summary of the most important news.

Alessandro does a good job of covering the daily economic news and trends.

- Erik

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.

A little bit day tradey, but isn't afraid to make big sector calls.

- Erik

Blind Squirrel Macro

By The Blind Squirrel

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Tons of links and interviews to check out in every post.

- Erik

Etherbridge

Keeping you updated on crypto assets

Fundamental research on blockchain protocols by a great thinker on crypto.

- Erik

Greg's Letter

By Greg Isenberg

High quality insights on internet communities, building products communities love and startups. This weekly email will get your creative juices flowing.

Cool business ideas.

- Erik

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

Mix of investing and philosophy. It's hard to do well, but he's good at it.

- Erik

The MacroTourist

By Kevin Muir

The almost daily email about markets from Kevin Muir.

Love the weekly Volatility Fund positioning review. Also good interviews on Market Huddle.

- Erik