I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
The Bulwark is home to Sarah Longwell, Tim Miller, Bill Kristol, JVL, Sam Stein, Catherine Rampell and more. We are the largest pro-democracy bundle on Substack for news and analysis on politics and culture—supported by a community built on good faith.
Covering the important ideas in AI from all angles- technical, social, and economic. Read in over 200 countries. Useful to everyone who wants to learn AI. Critical to anyone trying to see what happens next. Sister Publication to Tech Made Simple.
An in-depth analysis of the key overnight market-moving events and data, featuring David Rosenberg's thoughts on how the day ahead will evolve from an investment perspective.
Big Tech and startups, from the inside. Highly relevant for software engineers, AI engineers and engineering leaders, useful for those working in tech.
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
Ex-Wall Street pro (CFA, CMA, CTP) breaking down legendary investors and hot topics into simple, practical, and fun steps for building wealth. Not financial, investment, legal, or tax advice. Join 2,300+ savvy subscribers.
Thoughts, musings, and discussions about markets, sports, books and whatever else pops into my mind along with way off Wall Street approaches to generating (hopefully) above averge long term profits.
Tim's insights into the machinations of Wall Street are among the best.
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.
I write stories in English + (traditional) Chinese to help intermediate learners overcome the learning plateau & build a weekly habit of vocabulary, reading, and listening practice focusing on Chinese/Taiwanese culture, language & communication skills.
