Recommended by Tim Duggan
Daily: I. 1-3 Alpha Trading Insights if Alpha Exists
II. 1-3 Market Reading Article
Weekly: I. 1-2 Long Term Alpha Ideas if Alpha Exists
II. Weekly Live Portfolio Update
III. Research Papers Deep Drive
Great 1 page tear-sheets to get you up to speed for the session ahead. A must have for the active/ professional trader.
Capital markets recap, commentary, and analysis for evolving traders
If you follow macro markets, you know how difficult it is to separate signal from noise. Gold commentary in particular often leans either heavily ideological or purely technical. Vince does neither. VBL’s Gold Fix approaches the gold market through structure — monetary context, positioning, liquidity and historical precedent. It is not headline-driven commentary. It is a framework. I read this regularly
Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no BS.
A really great substack to keep you in line and up to speed with what's driving markets. Highly recommend!
















