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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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delalonde.substack.comLatest Issues
MACRO REPORT #4
October 9, 2026.
Previous Macro Report:
We Think America Has Bought More AI Than It Can Plug In
Chip orders have stopped measuring deployed compute, and the gap is where the first AI correction will show up
On Monday, Morgan Stanley published a note saying that Nvidia and Broadcom remain relatively insulated from the worsening Americ...
Why We Find This ETF Interesting
And thank you for supporting us.
First, thank you. More than a hundred new readers arrived in the space of four days, which is the steepest thing this publication’s subscriber chart has ever done, and on the paid side we are now past a ten...
MACRO REPORT #3
October 3rd, 2026
Previous Macro Report:
The AI Bubble Will Burst Because of Japan
Bubbles almost never end because the thing at the centre turns out to be useless. Railways were useful. Telecom fibre was useful. The internet was, on balance, extremely useful. What killed the investors in each case is that the money stopp...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Normandie Research.
| 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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