Merkor Research alternatives: newsletters like it
11 newsletters in the NewsletterFIT index cover the same topics as Merkor Research (Federal Reserve interest rate policy, AI infrastructure investment cycle and equity valuation and discount rates). The closest matches are Whales Investing, Henrik Zeberg and Moody. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 12, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About Merkor Research
Merkor Research publishes deep-dive analysis on financial markets and macroeconomics. Recent issues cover Federal Reserve policy and AI infrastructure valuation, September bond market seasonality and energy-driven…
- Federal Reserve interest rate policy
- AI infrastructure investment cycle
- equity valuation and discount rates
- semiconductor and AI equities
- 1Whales Investing102K subscribers
SubstackSeveral times a week · last post 10 days ago
Insights, analysis, and personal experience from the world of investing
Likely audience: Investors
1 shared topic
- 2Henrik Zeberg16K subscribers
SubstackSeveral times a week · last post 10 days ago
Macro Strategist @ Swissblock | Creator of the Zeberg Macro Navigation Framework™ | FORBES Cover and Columnist | Speaker at Global Investment Forums | TED Speaker | Author
Likely audience: investors
1 shared topic
- 3Moody3K subscribers
SubstackSeveral times a week · last post 11 days ago
From recent posts: Moody publishes weekly newsletters and articles focused on semiconductor equipment, AI infrastructure, and industrial energy companies, primarily targeting investors interested in German equities and vertical market…
Likely audience: Investment analysts
1 shared topic
- 4P Equity Research2K subscribers
SubstackDaily · last post 10 days ago
From recent posts: P Equity Research publishes expert-level interviews and financial inquiries focused on AI infrastructure, semiconductor supply chains, and hyperscaler capital expenditure. Content consists of structured analyst…
Likely audience: Investment analysts
1 shared topic
- 5LC - Silence is Complicity1K subscribers
SubstackSeveral times a week · last post 7 days ago
From recent posts: LC - Silence is Complicity publishes a mix of economic reporting on diesel supply, Federal Reserve policy, and trucking industry impacts alongside personal essays about childhood abuse, trauma, addiction, and mental…
Likely audience: independent newsletter subscribers
1 shared topic
- 6
SubstackWeekly · last post 9 days ago
TRILLIONS NATIONAL WEEKLY keeps you up-to-date on key federal spending, tax, health, economic, legal and domestic policy developments with nonpartisan, expert commentary in a 10-minute read or podcast on the Substack…
Likely audience: government affairs professionals
1 shared topic
- 7
LinkedInEvery two weeks · last post 29 days ago
fima.com je mjesto gdje se susreću investicijska štednja i investicijske prilike
Likely audience: investors
1 shared topic
- 8
SubstackWeekly · last post 15 days ago
I analyze quality businesses through deep research, focusing on moats, margins and long-term value creation. I publish detailed company deep dives, portfolio insights and high-conviction ideas for investors who care…
Likely audience: Semiconductor industry analysts
1 shared topic
- 9
Substacklast post Jun 4, 2026
A daily dose of everything you (and 290K others) love!
Likely audience: investors
1 shared topic
- 10
Substacklast post Jul 10, 2026
Esta es la newsletter de Astralis Funds Academy, donde cada semana encontrarás formación en fondos de inversión y análisis en profundidad de nuevos fondos.
Likely audience: gestores de cartera
1 shared topic
- 11
Substacklast post Jul 25, 2026
Thematic research and stock deep dives. Finding outliers in a sea of noise.
Likely audience: investors
1 shared topic
Find every newsletter in this space
Search every post these newsletters publish, see who sponsors each one, and get alerted when a new one starts covering the same ground.
Search the index7-day Pro trial · no card required