TOP 25 FINANCE NEWSLETTERS ON SUBSTACK
Top Finance Substacks
A full list of the top 25 finance newsletters and podcasts on Substack. Read about news, trends and tips to help navigate the financial markets, along with original detailed investment research and ideas.
Citrini Research delivers actionable investment insights on tomorrow's market megatrends—from AI and GLP-1 drugs to electronic warfare and US fiscal policy. Featured in Bloomberg and The Economist, our thematic equity primers and curated stock baskets serve thousands of investors worldwide.
Paid subscribers unlock our complete analysis and the Citrindex core model portfolio—up 200%+ since May 2023
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
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.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio
📈 Palantir: Are you too late?
Palantir: Still worth watching after a 850%+ rally? With a dominant position in data analytics and growing profit margins, Palantir impresses. But with a forward PE of 212x and stock-based comp over 100% of net income, is it priced for perfection?
Best Buys March 2026
Top 5 stocks right now
Most Prescient Trades in Options, Stocks & Futures.
A daily companion newsletter for SPX/ES Traders offering accurate daily levels, an actionable trade plan, a comprehensive process, and insight into the art and science of trading from the perspective of a professional trader.
My Trade Methodology - Fundamentals
A concise daily companion newsletter for SPX/ES Traders offering a chart, accurate daily levels, actionable trade plan, and insight into the art and science of trading from the perspective of a professional trader.
All Week SPX Went Nowhere. Can We Leave The Range Monday? March 2nd Plan
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A publication dedicated to showing you the most unusual options trades daily. I highlight 5 trades per session and how I would trade them off levels of support. My database gives you access to all trades I've ever logged and the community discord has 900+ active members there to answer any questions you have. For those seeking more, I offer live trading to a smaller group of 125+ people at this moment in the same discord. My returns speak for themselves up 10x the market since I launched this.
Our favorite investment ideas along with our views on the economy, monetary policy, and related topics. Subscribers have access to our Brinker Fixed Income Advisor and Marketimer Model Portfolios as well as our List of Recommended No-Load Funds.
Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, and other members of our private research network.
Greater America
The bond market is telling the stock market to expect higher yields. This morning, we learned that American investors have anchored their inflation expectations between 3% and 4%.
The Techstack of 'Democracy'
Will AI development now effectively be capped by national security concerns? Has the government decided publicly available (and privately run) AI has gone far enough? What does that mean for stocks?
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Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
Lord Fed's Gazette delivers actionable insights, trade ideas, and deep dives into FX, equities, and trading psychology. Featuring timely analysis and real-time trades shared via Discord and Twitter, it equips readers with proven strategies to navigate complex markets confidently. It's your edge in an uncertain financial landscape.
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.
Curated financial news, analysis and commentary with an emphasis on distressed investing, restructuring and bankruptcy.
We always invest substantial resources in conducting expert interviews to uncover the truth behind the operations of tech stocks.
Deep|INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage
Before reading this article, please check out our previous INTC report.
Review|RKLB 4Q25: Earnings Priced In, Caution on Neutron Delays, but Strategic M&A Warrants Long-Term Optimism
Financial Performance: A Double Beat on Revenue and Margins
Macro-driven resource stock investing from Doug Casey—identifying when geopolitical and monetary trends create big opportunities in stocks like precious metals and energy.
每月提供不定期最即時、最動態的大盤分析、事件分析、資金輪動、板塊輪動、個股投資建議與策略應用，適合短線及波段操作者的投資建議，即時股市資訊、訊號分享、技術分析與實例操作。
深度互動會員：還提供優先問題解答服務，並特別分享投資圈內深入的觀察與市場醞釀中的潛流和觀點，幫助你洞悉美股更細緻、更具潛力的投資脈絡，發掘市場背後的隱性機會。
My thoughts on global macro, micro, and everything in between
This Commodity Supercycle Feels Different...Because It Is
Some history sheds light on how today's supercycle in commodities differs from the last one. I elaborate on my framework for understanding commodity price action today and how I think about positioning in and trading them.
The Block, Shumer, & Citrini Effect ("BSC"... IYKYK)
AI or Credit Cycle? "Yes"
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry. In the words of one reader: “You really have a gift for writing. Your style is unique and special. It is informationally rich, yet easily digestible—an expert can learn, a novice can still understand. I personally don’t think anyone in financial journalism matches it.”
with Paul Neiffer
The Bubble Bubble Report is a best-selling newsletter with over 23,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
Here's What’s Happening with Precious Metals
Friday’s sharp selloff was an emotionally and technically driven move. Nothing has changed fundamentally, and the secular bull market remains fully intact.
Gold to Surge After U.S. Strike on Iran
The spot gold and futures markets do not trade on weekends, but gold backed cryptocurrencies do, and they are indicating a sharp surge in gold after the U.S. struck Iran on Saturday morning.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
The almost daily email about markets from Kevin Muir.
Contrarian Investment Research - Energy (Oil & Natural Gas)
(Public) Venezuela Regime Change And The Impact On The Oil Market
President Trump launched a successful operation in Venezuela and captured the Venezuelan President, Nicolás Maduro.
(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
On Jan 3rd, the US successfully captured Venezuelan President Nicolás Maduro and took him into custody.
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