TSCS
Strategist, Ozeco, Les Barclays, 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 fluff.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 118 | Subscribers | Read | tscsw.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oil Isn't The Trade
Five links. Input costs, the dollar, Asia, private credit, the Fed. Each one feeds the next.
Don't Ignore Rare Earths
Ninety percent.
8 Days to Kuwait
$81 Brent is not the price of resolution. It is the price of hope. Here is the equity map for what happens when hope runs out.
800 Million Ounces Short
On October 9th, 2025, the cost of borrowing physical silver in London hit 39%. Not 39 basis points. Thirty-nine percent. Eighty times the historical norm. The London spot market, the deepest and most liquid precious metals market on earth, ...
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Authors
The writers behind this newsletter.
Former London hedge fund experience. Weekly deep dives on overlooked opportunities across global markets, plus sector analyses and thematic investment cases. Built for investors who think independently.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
First-principles thinking on finance + macro. I offer no investment advice. Gen Z, all opinions are my own.
Writing for TSCS
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