Dirt Cheap Banks

Citrini Research

Excellent

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Deeply researched pieces with unusually loyal readers

Reminiscences of a Shrub Operator

Excellent

A live book on Investing

Building momentum with a growing reader base

FOMO研究院電子報

Excellent

如果你在找「明牌」代號，只想問漲跌，那這裡不適合你。 但如果你想建立自己的投資決策系統，在噪音中找到穿越週期的訊號，歡迎上船。

Long-form writing with a devoted readership

Capital Mischief

Strong

Capital Mischief: what I learned briefing six presidents, applied to your portfolio. The market-moving events. Before the smart money sees them.

Long-form writing with a devoted readership