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 | 114 | Subscribers | Read | tscsw.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Operation Epic Fury
1.7 million barrels per day just went offline. A three-tier probability framework for oil, equities, and positioning before Monday's open.
There Is No Power
The US government just wrote a $26.5 billion check to keep the lights on. Three months earlier, the largest electricity market in the Western Hemisphere failed its own reliability test for the first time in history. These are not separate s...
There Is No Copper Market
How a tariff wall fractured one commodity into three opposing bets, and why June 30 determines which one wins.
Private Credit Is Lying To You
On Wednesday, Blue Owl Capital permanently shut the exit door on its retail investors.
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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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