MarketScouts
MarketScouts, Vas Musca, Renee KumarIdeas and research from and for tomorrow's top investors.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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marketscouts.substack.comLatest Issues
Investing in defence stocks: are we assuming the worst?
TLDR:
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The case for defence stocks is real. NATO is rearming, a decade of underinvestment is being corrected, and huge backlogs give defence companies incredible tailwinds.
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Europe is where the growth is, but be careful about val...
IBM lost $31B in a day. The market was wrong.
TLDR:
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What happened: a month ago, Anthropic published a blog post claiming Claude Code could automate COBOL modernisation. IBM fell 13.2%, wiping $31B in market value in a single session.
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Why we disagree: the market priced a threa...
2025 is here! Here's what the top 6 asset managers predict
As we step into 2025, the financial world is abuzz with predictions about what lies ahead. Leading asset management firms—from BlackRock to Vanguard and beyond—have laid out bold strategies to navigate the evolving economic landscape. From...
Weight Watchers: can it pivot in the age of weight-loss drugs?
We’ve all witnessed the incredible rise of Ozempic, the new “miracle drug” for weight-loss. And one that actually works this time.
As the demand for weight-loss drugs like Ozempic surges, traditional weight management brands like WeightWat...
Financial astrology is suddenly trending. Does it work?
Did you know that in the United States, nearly 20% of Americans (19.2%) have made a financial decision based on their horoscope? And that an additional 30.6% are considering doing so?
In fact, about 32% of Americans say they have used or w...
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Authors
The writers behind this newsletter.
Personal finance nerd all about helping people make the most out of their money. Early growth lead for several fintech startups; built communities of thousands of members; investor and advisor.
Currently studying Natural Sciences at the University of Cambridge. I am endlessly fascinated by finance and the systems that shape the world, I write about ideas I am trying to understand - the economy, markets and individual companies.
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