Thematic Alpha
OliverConviction-led thematic investing for self-directed investors.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 4 months ago | Last Issue | 9 days ago |
| Active | |||||
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thematicalpha.substack.comLatest Issues
The Thematic Pulse #3
Welcome to the third edition, and a quick hello to those who’ve joined since the last one. It was supposed to be a quiet month. The World Cup has wrapped up, a good part of Europe preparing to go away for the summer, and markets have had th...
The Thematic Pulse #2
Welcome to the second edition, and a quick hello to the many of you who’ve joined since the last one. Hope you’re all enjoying the summer (despite all the heat Europe is facing) and looking forward to the upcoming World Cup play-offs, Wimbl...
Japan, Finally
First, a quick orientation
A fair few of you have joined over the last couple of weeks — welcome, and thank you for being here. If you’ve just arrived, a quick orientation before today’s piece.
Thematic Alpha is where I think out loud...
The Mid-Year Map
With the US printing new highs ~~selling off today~~ (for those watching it closely, stay strong), it felt useful to step back and look at how things sit on a more global scale — not just what’s working, but where the people who do this ful...
A Few Rules I Invest By
Most of what I write here is about investing themes — the structural trends shaping markets. This one is different, and a little less technical. It’s about the handful of rules that sit underneath all of it: not about any single theme, but...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Thematic Alpha.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I write about Thematic Investing. Deep dives and a regular market read. Conviction over noise. Ex Investment Banking at a bulge bracket bank. DYOR.
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