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 | 185 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
Why Gold Fell Below $4,000 the Day Bonds Rallied
Gold fell below $4,000 the day after bonds rallied: forced selling, real yields, the Fed hiking into an oil shock, China’s central bank buying, and what we’re buying in the gold basket
Thursday was a great day to own US government bonds.
Indonesia Got Rugpulled
At 9am Jakarta time on Friday the index opened down 8% and the exchange shut it for 30 minutes. For perspective, that was the GOOD part of the day.
When trading came back it became a bloodbath.
Reuters had the big lenders and other blue c...
Everyone Likes Platinum. Nobody Owns it.
“Raise your hand if you like platinum.” Every hand in the room went up.
“Raise your hand if you own platinum.” Every hand went down.
Dave Iben tells that story about a conference table of about 30 people, and he tells it as a joke on the...
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...
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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]
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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