Mispriced Assets
Nick NemethResearch that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 124 | Subscribers | Read | mispricedassets.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #173 | |
| #75 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Team America: World Police
Loosely organized thoughts on the Iranian adventure, and trades.
THE HOLE
Private credit is the fuse. The bomb is underneath the life insurance industry. And it is bigger than the Global Financial Crisis.
An Open Letter to Speaker Johnson
On March 19th, I published an open letter to Secretary Bessent about private markets. This letter is about something larger. What I am going to tell you will require Congress — because the framework that permits it was authorized by legisla...
The Trump TACO, The Plumbing Under The Bond Market, and What Trading a Bear Market Actually Looks Like
What the loop looks like from inside it, and how not to get killed by the muscle memory.
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Authors
The writers behind this newsletter.
Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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