I did a Cameo on PowerPoint this week. Recorded slides. I haven’t done them in a while but they were popular before. I thought it might be the best way for me to get across the summaries of these other blogs in the most efficient way possible.
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I went through the latest on a dozen other Substack blogs that I read. I have broken it out into two different categories:
Macro:
Ironsides Macro by Barry Knapp
Marquee Finance by Sagar Singh Setia
Yes, I give a FIG by Mike Green
Commodity Complex by Rory Johnston
Topdown Charts by Callum Thomas
Credit from Macro to Micro by Credit_Junk on Twitter
Micro:
I Wanna be on the Beach by Beachman’s Newsletter
AI Supremacy by Michael Spencer
Bear Cave by Edwin Dorsey
Compounding Numisma by Fred
Asian Century Stocks by Michael Frtizell
Fraud Enquirer by Terry Tamai
All of these Substacks are great reads. There are many others I did not cover this week I will get to some other time. I would encourage you to check these out as well as many other writers on Substack.
I hope you enjoy the walk through the market this week.
Stay Vigilant
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