esthery alternatives: newsletters like it

SubstackWeekly · last post 13 days ago

Lo que un gestor de fondos no suele contar: dónde pone el dinero, por qué y en qué se equivoca. Sin humo y sin vender por ruido. Por Gustavo Rojas, gestor de Ultra Valorem.

Likely audience: investors

2 shared topics

SubstackMonthly or less · last post Sep 15, 2026

First-principles analysis of capital markets, AI, technology, and the systems shaping the future of finance.

Likely audience: AI investors

1 shared topic

SubstackSeveral times a week · last post 2 days ago

From recent posts: 老猫美股研究 publishes a mix of market analysis and thematic essays on technology and economics. Content ranges from sector-specific stock commentary (AI infrastructure, semiconductor ETFs) and industry shifts (GPU pricing…

Likely audience: investors

1 shared topic

SubstackWeekly · last post 6 days ago

From recent posts: A Havenstein Moment publishes desk-clearing roundups and transcripts on inflation, Federal Reserve policy, AI infrastructure, private equity, and bond markets, mixing current financial commentary with historical…

Likely audience: investors

1 shared topic

SubstackWeekly · last post 3 days ago

Occasional observations about markets, data, and the broader world.

Likely audience: Portfolio managers

1 shared topic

SubstackWeekly · last post 15 days ago

Whether it's through my corporate success, my writing, or my teaching, I am committed to making a difference in the business world and helping others succeed.

Likely audience: Computer scientists

1 shared topic

SubstackEvery two weeks · last post Aug 25, 2026

From recent posts: A technology newsletter analyzing AI infrastructure, market valuations, and defense tech through an investor lens. Each issue pairs a macro thesis (AI capex cycles, energy costs, stock correlations) with a specific…

Likely audience: financial analysts

1 shared topic

SubstackWeekly · last post 10 days ago

If your business or portfolio depends on semiconductors, this is the one weekly analysis, backed by 130+ deep dives into companies, sectors, and events, that tells you where supply and demand are heading before it hits…

Likely audience: semiconductor industry analysts

1 shared topic

SubstackSeveral times a week · last post 13 days ago

The architecture of long-term wealth. We skip the hype and focus on the systems, data, and 'boring' discipline required to build a fortress-grade portfolio.

Likely audience: investors

1 shared topic

SubstackSeveral times a week · last post 11 days ago

Former senior analyst at a leading investment firm, now sharing how I invest my own money each week—in plain English. Join 500,000+ investors getting clear, actionable insights on stocks, crypto, and real estate.

Likely audience: market analysts

1 shared topic

SubstackEvery two weeks · last post 15 days ago

Likely audience: data centre industry professionals

1 shared topic

SubstackDaily · last post 10 days ago

From recent posts: Joe Duarte's Smart Money Passport delivers market analysis covering stocks, bonds, oil, and Bitcoin, including trade results, portfolio updates, and commentary on Federal Reserve policy and market liquidity. The…

Likely audience: financial newsletter subscribers

1 shared topic

SubstackSeveral times a week · last post 10 days ago

From recent posts: White Fang publishes financial analysis on macroeconomic trends, cryptocurrency security, and corporate capital allocation. The publication targets investors and market observers interested in data-driven insights on…

Likely audience: Investors

1 shared topic

SubstackEvery two weeks · last post 20 days ago

From recent posts: Lorenzo2cents publishes concentrated equity research on AI infrastructure and consumer tech companies, blending compute buildout analysis (Nebius, CoreWeave, SpaceX) with fundamental stock theses on names like AppLovin…

Likely audience: tech investors

1 shared topic

SubstackSeveral times a week · last post 13 days ago

From recent posts: The Learning Curve publishes AI industry analysis and developer workflows, featuring interviews on topics like AI bubble analysis and autonomous agent development. It targets professionals in software engineering…

Likely audience: inversores tecnológicos

1 shared topic

SubstackSeveral times a week · last post 9 days ago

Empowering modern investors with institutional-grade markets and investment research.

Likely audience: Portfolio managers

1 shared topic

SubstackSeveral times a week · last post 8 days ago

Analisi geopolitiche e riflessioni d’impatto per distinguere il segnale dal rumore.

Likely audience: policy analysts

1 shared topic

SubstackSeveral times a week · last post 4 days ago

The Global Guru: Where Smart Money Looks Next. .

Likely audience: investors

1 shared topic

SubstackSeveral times a week · last post 8 days ago

Deep Dive Analysis of (mainly) the UK stock market, and particularly overlooked small caps. If you enjoy and value the Oak Bloke articles/videos/podcasts please contribute to the Emmaus fundraiser. These articles are…

Likely audience: financial analysts

1 shared topic

SubstackWeekly · last post 10 days ago

Curated highlights of tech, investments, and more from the Asia market - in case you missed it!

Likely audience: Venture capitalists

1 shared topic

SubstackSeveral times a week · last post 9 days ago

Our goal is to help people Make Money in the markets using Cycles, Seasonality, Technical Analysis, Fundamental Analysis, Inter-market Analysis, Market Internals & Macro. We take a "Use What Works" approach to provide a…

Likely audience: investors

1 shared topic

SubstackSeveral times a week · last post 8 days ago

Likely audience: investors

1 shared topic

SubstackEvery two weeks · last post 16 days ago

From recent posts: The Capillary publishes long-form financial analysis on specific topics like ServiceNow valuation, AI economics, and investing psychology. It targets individual investors seeking deep dives into market mechanics and…

Likely audience: investors

1 shared topic

SubstackEvery two weeks · last post 14 days ago

Likely audience: Investment analysts

1 shared topic