My little list of analysts who seem to produce lucid, contrarian takes on the financial system. Topics range from speculative/normative to practical tips on having money.
The financial system is the thing for which one needs contrarian takes, and it does not hurt to have some easy on the eye, which these all are to some degree.
- Matt Levine
- Byrne Hobart, The Diff - Inflections in finance and tech
- Ben Reinhardt’s Spectech Newsletter
- Patrick McKenzie, Bits about Money
- Kyla Scanlon’s Newsletter
- Marginal revolution
- Ben Thompson’s Stratechery