The Variant Perception Blog

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

The almost daily email about markets from Kevin Muir.

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

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Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...