Substacks recommended by Erik | YWR: Your Weekend Reading

Recommended by Erik

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.

Surfaces good individual stock pick ideas.

- Erik

The Market House

By Maggie Lake

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)

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.

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

Thematic Markets

By Marvin Barth

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

SemiAnalysis

By Dylan Patel

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

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