Capital Misallocation

Uncovering what’s broken in healthcare — and bearing witness to those paying the price. From America’s six-time No. 1–ranked healthcare analyst.

Insights and reflections on China, global supply chains, trade, and geopolitics from five decades of firsthand operational experience inside China.

Market-beating stocks in a 5-min read. Picked by elite traders. Delivered every Monday to your inbox before the market opens.

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

Former global macro hedge fund manager distilling market insights via his alter-ego, the acid capitalist Media https://linktr.ee/acidcapitalist

Macro and monetary economic analysis.

Economics, innovation and challenging the status quo.

Benny & The Squirrel is a twice weekly show about finance and markets. The show notes for members are hosted here on Substack.