Exploring bussiness power duration and inflection

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

This newsletter focuses on all kinds of income investing matters, including stock dividends and various bonds, in a conversational and reader friendly way.

Lawyer turned Private Equity Entrepreneur and Hedge Fund Manager giving insights into thoughts, investment ideas, market movements, daily challenges, and obstacles of growing a corporation and diversifying assets.

My personal Substack. Personal views only. Actually, not even personal views. I don't even know what my personal views are anymore. It doesn't matter. Read anyway!

Investing, sports, and behavior

Global dollar: reserves, finance, consumption and donuts.

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

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

Occasional observations about markets, data, and the broader world.

Data on the biggest social issues of our time - covering healthcare, housing, education, econ, tech, and more. I'll write you a haiku if you don't learn something new.

Commentary on Deep Tech, AI, and Startups

Discover value stocks in the Asia-Pacific | Go to the "About" page for more information.

Exploring money, meaning, and the mystery of life in the millennial matrix.

The community for those who believe that a free society is worth fighting for.

"To see what is in front of one's nose needs a constant struggle," - Orwell

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Value Investing, Life/Philosophy and Classical Music Explained

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

The almost daily email about markets from Kevin Muir.

Deep coverage of technology, China, and US policy with a focus on semis and AI We feature original analysis and reporting as well as interviews with leading thinkers and policymakers

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