Equity 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 | 155 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
Gold Is Hated. Buy It.
The last two gold bull markets fell hard before they ran and made fools of the sellers. The buyers are intact, the miners are cheap, and the only real mistake is leaving now.
Gold is on sale and almost nobody wants it, which is usually the...
Copper Miners Are Too Cheap
Copper fell almost 4% today. Silver fell more than 5%, gold another 1.75%, the whole hard asset complex red on one screen on one afternoon. I’m posting this into that red on purpose, because a down day is the best way to make the argument I...
Flush Isn't Finished
The trade is over. It isn't. It also isn't the screaming buy the permabulls are selling you. Here is what the tape actually says, and the one name the market just hand
Gold and oil both sold off this week because every dumb algo and sell-s...
Did Anyone Tell The Barrels?
The screen called the risk over the moment the deal closed. One of the largest crude draws on record, tanker owners still refusing the strait, mines still sitting in the water.
Oil fell on the week, and every dumb algo and desk read it the...
You Sold The Bottom
Gold fell ten percent over the past month and every wire blamed the war. Three days before Warsh’s first FOMC, Jim Grant went on Meb Faber and said the whole frame is backwards.
He’s right, and the selloff is the proof. I’m buying the most...
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Authors
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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.
Writing for TSCS
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