BlackBull Research
BlackBull Research, thenuk, MarcelNZ and Aus equities research with a global view. In plain english.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 250 | Subscribers | Read | blackbullresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Polymarket effect: When sentiment outruns the spreadsheet
A headline that seems important on Monday morning can feel irrelevant by Monday afternoon. These increasingly compressed cycles actively influence the timing, direction, and intensity of trading responses.
Billions Without the Thrillions
I’ve got a bone to pick: this must be the least fun bull market in history. Markets are ripping and yet the whole thing feels strangely joyless. There’s no champagne-soaked euphoria, no dot-com-era mania, just a lot of cautious optimism. Ha...
REE: The World’s Grubby Green Secret
When I was younger, we used to refer to ‘rare’ as something seldom found. This has apparently changed when it comes to “rare earths” which are, in fact, not rare at all. USGS Rare Earths Summary 2025 puts it best “rare earths are relatively...
When Trust Turns to Metal
Gold is one of the world’s oldest speculative assets and a perennial safe haven when markets feel frothy.
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Authors
The writers behind this newsletter.
NZ and Australian equities research with a dash of a global view.
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