Substacks recommended by Stephen Wolfe

Recommended by Stephen Wolfe

News Items: Interesting, important or both.

Geopolitics Unplugged is your premier source for raw, expert-driven analysis of global power dynamics, where world events are dissected to reveal their true geopolitical significance. No Henny Penny. Just data. Just sources.

For sharp geopolitical analysis especially in relation to what's going on in the oil business this is great

- Stephen Wolfe

Energy News Beat

By Stu Turley

At The Intersection of Energy and Finance - By Sandstone Group

Great coverage on both energy and finance across the world

- Stephen Wolfe

Archive Invest

By Felix

Making Investing More Comprehensible | 5+ Years of Investing Experience

Interesting investment analysis and perspectives

- Stephen Wolfe

Sinocism

By Bill Bishop

Get smarter about China

History Never Ended

By Nick Bryant

History Never Ended is a Substack trying to make sense of the chaotic present by reaching back into the misremembered past.

Nick uses the lens of history in an interesting and compelling way to reflect on and try to explain what is going on today.

- Stephen Wolfe

The Financial Pen

I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing

For timely financial insights and analysis

- Stephen Wolfe

Europe Capital

Uncovering European equity alpha, tech sovereignty, and macro trends for global investors.

Foreign Affair’s Newsletter

By Foreign Affairs Newsletter

Foreign Affairs, written by Luca Salvemini, is a weekly analysis of geopolitics, international economics and global power dynamics, read through historical perspective and strategic thinking. New essays every week, with daily reflections published on Note

Great newsletter with an informative daily brief

- Stephen Wolfe

Geopolitical Dispatch

Daily brief analysing the five global issues that matter to business leaders, written by former diplomats. Modelled on the US President’s Daily Brief.

A great daily briefing for anyone who is interested in the geopolitical happenings across the world

- Stephen Wolfe

Cyclop SpaceTech

By Matej Pretković

Cyclop SpaceTech is a research-driven Substack exploring startups, companies, market trends, and innovations in the space industry. It delivers clear, data-backed insights for investors and operators tracking the future of commercial space.

Interesting stuff

- Stephen Wolfe

Robin J Brooks

By Shadow Price Macro

Senior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: robinjbrooks@gmail.com.

On point analysis of the numbers that drive our world.

- Stephen Wolfe

Paul Krugman

Notes on economics and more