Mulberry Financial
Mulberry Investment ResearchMulberry Financial is for investors. Long-form equity equity and macroeconomic research from the perspective of a value investor. Join me as I seek to uncover hidden gems the market is mispricing, and to understand the macro landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | a year ago | Last Issue | 11 days ago |
| Active | |||||
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mulberryfinancial.substack.comLatest Issues
Every Stock is an AI Stock Now
Key Takeaways
In today’s post, we’re going to cover the growing tension in equity markets as investors demand clearer returns on massive AI-driven capital spending, highlighted by Meta’s recent selloff. We’ll explore why data center invest...
The AI "Casualty" That Isn't: Buying the Monopoly at a Discount; and a Few Reasons China Might not Become a Global Hegemon
Summary
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U.S. Debt Concerns: Investors are hedging against a potential Treasury restructuring by shifting to lower-coupon bonds to minimize interest rate risk amidst unconventional debt policy proposals.
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The Return of Mercantilism:...
Why Gold is Falling; and Why the Banks are Scared of Stablecoins
Summary
- Gold’s Paradoxical Volatility: Despite geopolitical conflict, gold has faced downward pressure as high energy costs force oil-importing nations to liquidate bullion for USD liquidity and rising bond yields increase the opportun...
The Final Frontier of Global Connectivity: A Company Poised to Revolutionize How We Live and Work; and Private Markets Continue to Fracture
Summary
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Geopolitical Turmoil and Inflation: The U.S.-Iran conflict has triggered a 65% surge in energy prices, driving bond yields higher and positioning Canada as a key beneficiary due to its energy export capacity.
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Private M...
The Amazon of the South: A Capital Compounding Machine & The Liquidity Pivot: From Wall Street to Main Street
Summary
- Macroeconomic Shift: The U.S. labor market is entering a “low-hire, low-fire” phase driven by limited labor supply rather than demand. Meanwhile, the administration is pivoting toward “Treasury QE,” financing spending through s...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Institutional-grade investment research built for investors at every level. We deconstruct complex macro themes and business fundamentals, delivering rigorous, factual analysis straight to your inbox.
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