BIS Research →
Research and statistics on central banking, financial stability and the international financial system.
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GeographyGlobal |
FormatLong-Form Report, Data Series |
Monetary Policy
Market Structure
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Bloomberg Money Stuff →
Matt Levine explains Wall Street, financial transactions and the often unusual behaviour of markets. Combines detailed analysis of financial mechanics and incentives with accessible explanations and dry humour.
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Geography— |
FormatNewsletter |
Technology
Investor Sentiment
Market Structure
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Cassandra Unchained on X →
Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. A sister product to the Cassandra Unchained Substack.
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GeographyDeveloped Markets |
FormatX Posts |
AI
Market Structure
Technology
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Cassandra Unchained, written by Dr. Michael Burry →
Burry’s first-person analysis and projections on stocks, markets and investment bubbles, often using historical comparisons. Long-form company research is supplemented by shorter market updates, portfolio commentary and trade alerts. It is a place to share his investment ideas and analysis directly. Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles.
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Geography— |
FormatEmail Research |
AI
Market Structure
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Conks Infographics →
Conks is a specialist source on financial-system plumbing: how cash, collateral and funding move between banks, dealers, money-market funds, governments and central banks. Its stated focus is short-term interest rates and funding markets
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Geography— |
FormatEmail Research, Newsletter |
Market Structure
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Conks on X →
Conks is a specialist source on financial-system plumbing: how cash, collateral and funding move between banks, dealers, money-market funds, governments and central banks. Its stated focus is short-term interest rates and funding markets
|
Geography— |
FormatEmail Research, Newsletter |
Market Structure
|
Conks Plumbing Notes →
Conks is a specialist source on financial-system plumbing: how cash, collateral and funding move between banks, dealers, money-market funds, governments and central banks. Its stated focus is short-term interest rates and funding markets
|
Geography— |
FormatEmail Research, Newsletter |
Market Structure
|
Conks Primers →
Conks is a specialist source on financial-system plumbing: how cash, collateral and funding move between banks, dealers, money-market funds, governments and central banks. Its stated focus is short-term interest rates and funding markets
|
Geography— |
FormatEmail Research, Newsletter |
Market Structure
|
Conks Pro →
Conks is a specialist source on financial-system plumbing: how cash, collateral and funding move between banks, dealers, money-market funds, governments and central banks. Its stated focus is short-term interest rates and funding markets
|
Geography— |
FormatEmail Research, Newsletter |
Market Structure
|
Making Sense →
A podcast covering economic developments, financial markets and corporate finance, with contributions from J.P. Morgan’s Commercial & Investment Bank.
There is a rotating list of presenters and specialists. Examples include Samantha Azzarello, Michael Feroli, Hannah Elson and Oli Harris.
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Geography— |
FormatPodcast |
AI
Cross-Asset Strategy
Global Trade - Supply Chains
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Thoughts on the Market →
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
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GeographyGlobal |
FormatDaily Note |
AI
Fiscal Policy
Geopolitics
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Tic Toc’s OrderFlow Newsletter →
Daily and weekly trading plans with market levels and trade commentary across futures, stocks and options. Uses order flow, Level 2 tape reading, momentum and related-market signals, alongside educational posts on trading methods.
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GeographyUnited States |
FormatSubstack |
Market Structure
|