Substacks recommended by Michael A. Gayed

Recommended by Michael A. Gayed

AMP Newsletter

By Jack Dempsey

Better Asset Management leads to Better Outcomes

Economic Forces

Pondering price theory, past and present. A weekly newsletter covering all things economics.

Commodity Context

By Rory Johnston

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Sizemore Investment Letter

By Charles Sizemore

Charles Lewis Sizemore is a market veteran of over 20 years dedicated to helping people achieve financial freedom through smart investing.

One of the best in the business. Highly recommended.

- Michael A. Gayed

Trends in the News

By Trends In The News

This is the supplement for The Trends Journal magazine. We provide trend forecasts and insights into current events.

KraneShares’s Substack

KraneShares provides investors access to China, Climate, and Alternative Assets through differentiated, high-conviction investment strategies. Website: http://bit.ly/3CBIxYr Prospectus & disclosures: http://bit.ly/1dpbgsD

If you’re looking for deeper dives into specific ETF strategies, I highly recommend subscribing to the KraneShares Substack at kraneshares.substack.com. The content breaks down individual funds, themes, and portfolio positioning in a clear, research-driven way — without the noise. It’s become a valuable complement to The Lead-Lag Report for investors who want focused insights on innovation, global trends, and differentiated exposures.

- Michael A. Gayed

MacleodFinance Substack

By Alasdair Macleod

Dedicated to explaining why gold is money and the rest is credit. Dedicated to explaining economics relevant to the preservation of wealth. And dedicated to explaining geopolitical developments relevant to investors.

Cycles Edge

Our goal is to help people Make Money in the markets using Cycles, Seasonality, Technical Analysis, Fundamental Analysis, Inter-market Analysis, Market Internals & Macro. We take a "Use What Works" approach to provide a Timing Edge in Financial Markets.

The David Lin Report

The David Lin Report substack.

Early Morning with Dave

By David Rosenberg

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.

Alpha in Academia

A curated newsletter featuring recent academic papers on financial markets, economics, and quantitative finance.

David Stockmans Contra Corner

By david stockman

The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Macro-to-Micro by Samantha LaDuc

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.

GraniteShares’s Substack

GraniteShares is an independent ETF Issuer that offers high conviction exchange traded funds for high conviction investors. Learn more about our products at www.graniteshares.com.

If you want a sharper macro lens and clearer insight into how big themes show up in markets, the GraniteShares Substack is worth following. Their team consistently breaks down timely macro trends and thematic ideas in a practical, investor-focused way that pairs well with the analysis we focus on here.

- Michael A. Gayed

Navigating The Market

By Michael J. Kramer

In-depth macro research on liquidity, credit spreads, and volatility that helps investors understand market trends and identify opportunities across asset classes.

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

The Options Oracle

By Edward Corona

Daily trade ideas and technical analysis built around the Wheel Strategy, with a focus on selling cash-secured puts, covered calls, and premium income—prioritizing consistency, discipline, and smart risk management with a probability-driven approach.

Parsers Venture Capital Insights

By Parsers VC

Weekly Success Stories / Funding / Startup / VC news. Keep the latest Venture Capital Insights at your fingertips. 9K+ subscribers

The Informationist

By James Lavish

The newsletter that simplifies one financial concept for you weekly

The Bubble Bubble Report

By Jesse Colombo

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.

Antagonist Stocks and Options Research

By Jason Milton

Earn extra income with stocks & options, even if you have a full-time job & a full-time life. No day trading or crazy risks either. Beginners welcome.

Quality Stocks

A disciplined, framework-driven approach to long-term stock investing

Investing Intel

By ValueTheMarkets

Investing Intel delivers valuable market insights, analysis, unique data points, and under-the-radar investing signals weekly. Plus, we occasionally release company deep dives too. Sign up NOW to get the must-have investing intel as it drops.

The Daily Feather

By Danielle DiMartino Booth

QI Research brings both Wall Street and Federal Reserve experience together with a vast network of connections across the finance industry. We triangulate institutional sentiment, what central banks watch, and how monetary policy affects investing.

Market Sentiment

Deep research into the bottlenecks of the AI world.

Infrastructure Capital’s Substack

We are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.

If you care about how infrastructure, energy, and capital flows shape markets, Infrastructure Capital’s Substack delivers clear, data-driven insights that go beyond the headlines. Smart analysis. Real-world themes. No noise.

- Michael A. Gayed

The Money Runner

By David Nelson

David Nelson, CFA aka The Money Runner - Personal rants, articles and podcast episodes.

Investing 101

By Kyle Harrison

Learning in Public: Investing

PastPresentFuture

By Dan Gardner

Exploring history to understand today and shape a better tomorrow.

Cannabis Confidential

By Todd Harrison

Cannabis Confidential has shifted content strategy in 2026 with more insights from trusted partners, industry insiders, and corporate leaders who’ve got something to say.

Vixology

By Jim Carroll

Mixology is the art and skill of preparing mixed drinks with an almost scientific approach. Vixology is the art and skill of analyzing stock market volatility to craft systematic long or short exposure designed to produce uncorrelated returns.

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

The Macro Compass

By Substack

Financial education, macro insights & actionable investment ideas. From Alf's desk - CIO of macro hedge fund Palinuro Capital - straight to your inbox.

BullBear Market Report

By BullBear Trading

We've migrated this substack to: BBMR.SUBSTACK.COM Join us there!

Yes, I give a fig... thoughts on markets from Michael Green

By Michael W. Green

Thoughts on financial markets and economics from Simplify's Chief Strategist

Adam Taggart's Thoughtful Money®

Actionable insights on building wealth from the world's top money experts

The Tribeca Trade Group

By Christian Fromhertz

Finding Trends, Rotations, and Market Leaders Ahead of the Crowd

BakStack

By Phil Bak

Capital markets, ETFs, CRE, and the future of asset management.

The Hermit

By Alejandro Yela

Institutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.

Herb Greenberg | On the Street

By Herb Greenberg's Red Flag Alerts

How to avoid the biggest mistake investors make! Always flying red flags – and a few green ones, too!

The Overshoot

By Matt Klein

Making sense of the global economy and financial markets

My personal Substack

My personal Substack where you can find my latest essays, clips to my TV/radio appearances, and lots of other exclusive stuff!

Investing City

By Ryan Reeves

Save Time and Boost Your Stock Returns

Metals and Miners

Metals, Miners, Finance & the Economy at-large | Subscription details posted on our About page

The Boock Report

By CC Lagator

Peter is the Chief Investment Officer at One Point BFG Wealth Partners and is a regular CNBC contributor. The Boock Report is easy to read macro and market news throughout the day, with Peter on what it means and why it matters.

Stephen Leeb, PhD > Turbulent Times Investor

Discover the insights of Stephen Leeb, PhD, renowned economist, finance expert, visionary founder of Turbulent Times Investor, and Leeb Capital Management NYC

Pristine Capital

By Andrew O'Connell

The world’s #1 resource for active swing and position traders. Analysis through the lens of macro, news flow, and fundamentals. Management of a live portfolio via technical analysis and expected value. Written by a top US Investing Championship competitor

TMT Breakout

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.