State Speculator
Matt Ball| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 59 | Subscribers | Read | statespeculator.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Where Does The Money Trail Lead Us?
Not only are we seeing an aggressive amount of capital go into the expected defense contractors (if you’re wondering an industry who is always going to receive money this is a great place to look!)—but if you look carefully you can see an i...
State Speculator Concepts in the Middle East
Under the new 2026–2030 plan, Saudi Arabia is redirecting the bulk of the $925B fund into its own domestic economy instead of investing heavily abroad. Specifically:
Could We See 1 Million Dollars a Kilo?
Many Crypto Bros are quick to tell you that no matter what, we’re going to see $1M dollar Bitcoin? My opinion? I doubt it. But this is a catchy title—so I figured I’d use it with something that I think may actually shine to become worth $1M...
A Classic Story of Two Enemies Needing Each Other: A Geopolitical Monster
Imagine a battle 200 years ago. It would have involved sabres, cannons, muskets, cavalry, horses. A brutal form of warfare. For sake of example let’s say the battlefield is dividend between the red and blue uniforms—and let’s say that the b...
Authors
The writers behind this newsletter.
I write a blogging/newsletter service dedicated towards geopolitics, macro, stock picks (long term value & speculations) as well as travel & my own worldview.Our premium content offers researched stock analysis & contrarian content
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