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 | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 7 months ago | Last Issue | 10 days ago |
| Active | |||||
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delalonde.substack.comLatest Issues
MACRO REPORT #1
Normandie Research is adding a second weekly drop. Wednesday stays our home for the long-form thesis pieces. Friday is now Macro Report, a short weekly read on energy, rates and the geopolitics behind them, filtered through the same framewo...
‘Robot Trade’ Is the New ‘AI Trade’
The next leg of the artificial intelligence cycle will be sold as capital equipment, because capital equipment is the only version of this trade that the credit system knows how to finance.
There is a line in the hyperscaler cash flow stat...
Our Biggest Project Ever Is Published and a Word on What to Expect From this Substack
What we were doing instead of writing
We went quiet for weeks. Readers who subscribed to Normandie Research for macro analysis at a regular cadence received something closer to silence. We are not going to dress that up. We owe an expla...
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...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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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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