TSCS
Strategist, Nick Nemeth, Leyla Kunimoto, Giacomo Prandelli, ArchitectEquity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no BS.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 164 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
"When Can I Get Out of This Hell?"
Korean margin debt fell 25% in 37 days, faster than everything but Covid. Relative to the market, it hasn't moved at all. Week 1 of the tracker.
He quit smoking in March, the week the account doubled. A reward, he told his wife.
Two Margin Calls
Korean margin debt hit a record ₩38.6 trillion in June. On the Bank of Korea's own heat gauge, that was the 27.6th percentile. Seoul broke anyway.
It’s the 8th of June and you’re long.
There Is No Oil Price
Oil has traded below zero once. Nobody lost a barrel that day.
No war started on 20 April 2020. No field flooded, no refinery blew up, no cartel met in Vienna (surprisingly). Supply was what it had been the previous Friday, and demand was...
Seoul Was First
In June we handed one of our analysts an AI subscription and an empty folder, and watched an hour of prompting rebuild the analytical scaffolding of an institutional research shop, comp tables, valuation grids, risk analytics, etc.
I wrote...
Peak Silver Demand
Copper substitution, a 19% demand cut, and a deficit rotting from the inside. The bull case for silver might have a problem.
On July 9, Bloomberg reported that LONGi’s copper metallization facility in Shaanxi province is operational.
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Authors
The writers behind this newsletter.
Independent research. Commodities, macro, credit, forensic deep dives. First-principles analysis for investors who'd rather be early than comfortable. 2-3x weekly. Read at 400+ firms. [email protected]
Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
Full-time investor, recovering spreadsheet monkey. I write about private markets from the retail LP seat.
The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
Writing for TSCS
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