Substacks recommended by Alexander Stahel

Recommended by Alexander Stahel

Reminiscences of a Shrub Operator

By Le Shrub

A live book on Investing

Shrub is in tune with the market...

- Alexander Stahel

MB Commodity Corner

By Maleeha Bengali

Cross-asset analysis that tells you what is mispriced across Commodities, Equities, Bonds, and FX!

Maleeha just gets it. She gets markets and certainly commodities. A star.

- Alexander Stahel

Citrini Research

Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Citrini is a great reader of mega trends in the stock market

- Alexander Stahel

Maverick Equity Research

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

The Crude Chronicles

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

Kaoboy Musings

By Michael Kao

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

Mike is an independent thinker and highly experience investment professional

- Alexander Stahel