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 | 151 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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tscsw.substack.comLatest Issues
You Sold The Bottom
Gold fell ten percent over the past month and every wire blamed the war. Three days before Warsh’s first FOMC, Jim Grant went on Meb Faber and said the whole frame is backwards.
He’s right, and the selloff is the proof. I’m buying the most...
Claude Fable 5 vs Junior Analyst
Sometime in the last eighteen months, the price of looking like an analyst went to zero. Nobody sent a memo, so consider this one.
Following the watered-down Claude Mythos release (fable) yesterday, we gave one of our analysts a consumer A...
Nobody Wants Gold
Gold miners price the metal a third below spot. The Singapore gasoil crack says why, and June 17 decides when.
Everyone declared the emergency over when crude calmed down. They read the wrong barrel. The signal that tells you whether the d...
Gold Is Dead Money
Gold is dead money, and everyone has moved on. The tourists are gone, the momentum crowd rotated into Nvidia and SK Hynix and whatever else was up eleven times last year, and the people who spent years insisting the system was fragile are d...
Don't Trade The War
Uranium does not move through Hormuz. The war is noise, the fuel-cycle squeeze is the trade, the panic is the entry. The divergence, the basket trap, and the four names with exact levels.
Iran just walked. As of this morning the negotiatio...
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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]
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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