Best Economic Cycles Newsletters in 2026

SubstackSeveral times a week · last post 2 days ago

From recent posts: This article explains sector rotation as a gradual strategy for investors to adapt portfolios to economic cycles without drastic selling, emphasizing the use of ETFs to manage exposure across sectors and asset classes.

Likely audience: individual investors

SubstackWeekly · last post yesterday

From recent posts: The article distinguishes between the Kuznets Cycle and the 18.6-year Real Estate Cycle, explaining that confusing them can lead to significant errors in economic analysis. It argues that while the cycles overlap and in…

Likely audience: Economic analysts

LinkedInEvery two weeks · last post 31 days ago

Hello and welcome to Jurrien Timmer

Likely audience: Investment analysts

LinkedInMonthly or less · last post 30 days ago

Ray Dalio

Likely audience: Economic analysts

SubstackMonthly or less · last post Aug 27, 2026

A personal Substack: writing, investing, living

Likely audience: Portfolio managers