Normandie Research
A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 6 months ago | Last Issue | 13 days ago |
| Active | |||||
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delalonde.substack.comLatest Issues
The Wealth of Nations Is Priced in Barrels
The Vision That Substitutes For Facts
There is a particular kind of sentence that appears in economic commentary and survives indefinitely because it cannot be checked. Consumer confidence is fragile. The labour market is cooling but re...
The End of the Western World
The Arbitrage
There is a version of the energy argument in wide circulation, and it goes roughly as follows. Every war is a resource war. Democracy, human rights and weapons inspections are set dressing. The states are insolvent, the ba...
One Thousand Subscribers: thank you.
Who we are
Normandie Research is written by two guy who became interested in economics for entirely unremarkable reasons and then failed to lose interest.
There is no institution behind this, there is no team either, no research desk,...
Washington Bought The Yen With Euros
Three Days, Three Different Operations
The yen touched 163.99 to the dollar in late July, its weakest level in nearly four decades and the softest the currency has been against the dollar since 1986. It was still trading as low as 163.6...
The Hand On The Wheel
Over eight days in July, four Japanese officials said four things about the world’s largest pension fund. None of the four statements changed a rule. Taken individually, each was deniable. Taken in sequence, they describe a decision that ha...
Audience Metrics
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Normandie Research is an independent macro intelligence publication covering geopolitics, capital flows, commodities, and civilizational shifts. Written for long-horizon thinkers who read structure before sentiment.
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