Substacks recommended by Lars von Thienen

Recommended by Lars von Thienen

Global Liquidity Insights

Global Liquidity is a key data to analyze financial markets. They provide the best information around liquidity and related cycles. A must read.

- Lars von Thienen

MKTCONTEXT

By MktContext

How to time the stock market. Professional trader, investor, and manager of $5B fund. Beating the market for over a decade.

Deep insights in trade setups with background on technical and marco situation.

- Lars von Thienen

Maverick Equity Research

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 ...

Great regular summary and comments on economic and financial charts.

- Lars von Thienen

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

very broad reflection of investment approaches and individual thoughts. highly recommended

- Lars von Thienen

The Market Mosaic

By Mosaic Asset Company

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

I love the stock market charts with different setups and ideas!

- Lars von Thienen

The Macro Compass

By Substack

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Great summary and personal views about the markets.

- Lars von Thienen

The Pareto Investor

Don’t Settle for Average Returns with Indexes… Invest Smarter with the Pareto Principle!

Interesting trade ideas and analysis of individual stocks.

- Lars von Thienen

Charles Hugh Smith's Substack

Choosing economic self-reliance, navigating global instability and degrowth, managing burnout, invest in yourself.

A great perspective on economics and finance which offers much more than just the mainstream media. Helps to keep on open mind. Highly recommended.

- Lars von Thienen

Navigating The Market

By Michael J. Kramer

In-depth macro research that helps investors understand market trends and identify opportunities across asset classes.

StreetSmarts

By MarketLab

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

Risk Rituals by Dr. Richard Smith

Dispatches from a financialized world.

Mind refreshing content on financial markets, technology and risks impacting society and investment decisions.

- Lars von Thienen

fx:macro

By FXMacroGuy

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

Great summary about different asset classes. Highly recommended.

- Lars von Thienen

Stock Market Cycles

Recommended by Lars von Thienen