# Research And News Sources These curated information sources represent NBLS' trusted channels for market intelligence, macroeconomic analysis, and investment research. ## Newsletters --- ### **Macroeconomics** #### Lyn Alden Investment Strategy **URL:** https://www.lynalden.com/ **Focus:** Macroeconomic research, currency analysis, and long-term investment strategies **Specialties:** Bitcoin analysis, emerging markets, fiscal and monetary policy #### Tree Rings (FFTT) **URL:** https://fftt-treerings.com/tree-rings/ **Focus:** Deep-dive market analysis and thematic research **Approach:** Historical context and pattern recognition in financial markets #### Doomberg **URL:** https://newsletter.doomberg.com/ **Focus:** Energy markets, commodities, and macroeconomic analysis **Style:** Data-driven insights with contrarian perspectives on energy and finance **Notable:** Substack's #1 paid finance newsletter with 240,000+ subscribers **Team:** Anonymous team with deep experience in heavy industry, private equity, and hard sciences ### **Markets** #### Capital Flows Research **URL:** https://www.capitalflowsresearch.com/ **Focus:** Global capital flows, market liquidity, and cross-border investment trends **Frequency:** Weekly analysis and insights #### Citrini Research **URL:** https://www.citriniresearch.com/ **Focus:** Independent equity research and market analysis **Key Topics:** Individual stock analysis, market dynamics, investment opportunities ### **Trading** #### TG Macro **URL:** https://tgmacro.com/ **Focus:** Global macro trading strategies and market analysis **Coverage:** FX, rates, equities, and cross-asset strategies **Founder:** Tony Greer - 30+ years trading experience, former Goldman Sachs commodities trader **Products:** The Navigator newsletter, View Matrix real-time trading book, Quarterly Playbook #### The Daily Dirtnap **URL:** https://www.dailydirtnap.com/ **Focus:** Market commentary, trading insights, and behavioral finance **Author:** Jared Dillian - former Lehman Brothers trader, Wall Street veteran **Style:** Contrarian market perspectives with focus on trading psychology ## Portals --- ### 42 Macro Dashboard **URL:** https://app.42macro.com/dashboard **Type:** Professional macro research platform with AI-powered dashboard **Features:** Risk indicators, market positioning, systematic trading signals (KISS, Dr. Mo, VAMS frameworks) **Founded by:** Darius Dale - institutional-grade macro research, former Hedgeye Managing Director ## Podcasts --- ### Forward Guidance (YouTube) **URL:** https://www.youtube.com/@ForwardGuidanceBW **Host:** Felix Jauvin (previously Jack Farley) **Topics:** Macro investing, market analysis, interviews with finance experts **Format:** In-depth discussions exploring how asset classes will thrive in evolving monetary environments **Publisher:** [Blockworks](https://blockworks.co/) ### 1000x Podcast (YouTube) **URL:** https://www.youtube.com/@1000xPodcast **Hosts:** Avi Felman and Jonah Van Bourg **Focus:** Crypto markets analysis and digital asset trading **Style:** Professional traders discussing macro and micro factors in cryptocurrency markets **Publisher:** [Blockworks](https://blockworks.co/)