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 | 161 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
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.
Underwater at 1%
Japan was the cheapest money on earth for 25 years.
Japan was the cheapest money on earth for 25 years. Was.
Nobody Has Seen The Supreme Leader
I spent a good part of this spring in the Gulf, close to this, and I came home ready to be wrong.
I spent a good part of this spring in the Gulf, close to this, and I came home ready to be wrong.
Where the Cost Went
Haifa Al Khaifi has worked in the energy sector globally at C-suite level for more than three decades. She now works in the private sector and sits on several international Boards as an Independent Director & Strategic Advisor. She is also...
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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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