What is everyone else saying?

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