TSCS
Strategist, 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 | 137 | Subscribers | Read | tscsw.substack.com |
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How this newsletter ranks in the official Substack charts.
| #104 | |
| #70 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Buy The Miners, Cheaper
Two gold miners reported this week. AEM beat, AGI missed where it counts. Both down double-digit. The Q1 prints explain the spread, and one of them is now a buy at 12% off.
Empty Magazine, Full Pipeline
The US Navy fired 850 Tomahawk cruise missiles in eight weeks during Operation Epic Fury. Twelve years of normal-rate procurement, gone in two months. Half the THAAD inventory, half the Patriot stockpile.
Size Nuclear Smaller
Cameco, Constellation, Centrus, BWXT, NexGen: one AI hyperscaler bet, made three times, dressed as diversification.
Scripted
The Pentagon asked Congress this week for its largest defense budget in American history, $1.5 trillion.
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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 for TSCS
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