YWR: Your Weekend Reading

Differentiated, value-added insights into the themes driving the global political economy and markets.

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

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

I have two jobs: ALPHA GENERATOR & MOM. That last part means I let clients know when it's safe & when it's not. Join for the Market Timing, Sector Rotation & Thematic Trends! Stay for Mom's Smell Test. ALL to help you better position, profit & protect.

Bridging the gap between the world's most important industry, semiconductors, and business.

More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.

Value Investing, Life/Philosophy and Classical Music Explained

Big ideas on markets, technology & the good life, to help you become smarter, richer and happier.

Portfolio manager helping you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

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

A live book on Investing

Field notes on actually working with AI: what holds up, what breaks, and how to think clearly while everything moves fast.

The almost daily email about markets from Kevin Muir.

Keeping you updated on crypto assets