Analysts with London hedge fund & STEM 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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
If China Is Buying, Why Is Gold Falling?
China bought 23 tonnes in September, its biggest month in three years. Gold fell 6% anyway. The buyer everyone watches sets the floor, and someone else sets the price.
China just bought more gold than in ANY month for the last three years....
Meltdown Insurance - The Nuclear Basket
36 stocks, 482 dated milestones, and whether you should ever buy a turnaround on faith
Nuclear CEOs love to blow their own trumpet. They hit their own guidance 90% of the time, and after checking 482 of their promises I can tell you that s...
Trading the Record El Niño
The week a historic El Niño broke the Pacific, someone handed the market half a million tonnes. Everyone read it as all-clear. It's the setup.
The moment every El Niño thread on X had been building towards since June. The Godzilla event. T...
Record El Niño, Record Long, Wrong Crop
The biggest El Niño in decades is probably already here, and the market is snoring away on Do Not Disturb mode.
On 23 September, the patch of Pacific that defines El Niño recorded a whopping 3.1°C above normal. The monstrous 2015 El Niño,...
What the F*ck Is Happening to Japan's Money?
This piece is built on original research by Alex (@AlexanderKim120). Alex is a well respected FICC manager in South Korea. We have rewritten it and added data on top. Alex writes in a personal capacity, nothing here reflects the views of an...
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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]
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.
Commodity & Emerging Market focused with interest in sector investing strategies. History matters, cycles matter. ✝️ Catholic There’s an ETF for everything
Research and Writing for TSCS. Interested in commodities and geopolitics
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