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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 169 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
Gold Calls The Hawk’s Bluff
Gold, the Fed, and the positioning signal that marked both turns.
Trump named Kevin Warsh to run the Federal Reserve.
El Niño Trades At Zero
A historic El Niño, a cancelled fishing season, and the cheapest tenors on the board
On June 11, Peru suspended its anchovy season.
Stop Buying “Copper Miners”
The market bought four different bets as one thing: a currency trade, a hedged growth story, an acid arbitrage, and one name priced like $14,100 lasts forever.
Somewhere in Monday’s Bloomberg Intelligence sits a number that made me stop mi...
Uranium Didn't Crash
You watched the wrong price. Equities lost 25 to 90%. The metal fell 8%. The price utilities actually pay just printed an all-time high, and contracting season opens in four weeks.
Do me a favour. Go to Cameco’s website and find that borin...
It's Not The Poor. It's You.
So it’s Friday. 8:31 in the morning.
The July payroll data has been released and it’s awful: -23,000, with another 103,000 revised away from May and June (jobs that existed in the record a month ago and now don’t).
Within hours, Brian Sul...
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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]
Full-time investor, recovering spreadsheet monkey. I write about private markets from the retail LP seat.
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.
Writing for TSCS
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